You can synch your contacts both ways between Follow Up Boss and Google using Real Synch. Here are the set up instructions for each direction:
Setup Instructions:
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From your Real Synch dashboard, click+ Add Integration:
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Select Google Contacts as your Source and Follow Up Boss as your Target:
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ClickInstructionson the Google Contacts icon and follow along:
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ClickConnect, and if you would like to add multiple accounts, ensure the option is enabled:
*Note: This option requires Admin access in Google Contacts*
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ClickSign in with Google>Allow> andClose:
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Click the Instructions link for Follow Up Boss and follow the onscreen directions to retrieve your API Key:
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Then click Connect> Add API Key> Click Verify> click Close:
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BothSourceandTargetconnections should now display asVerified> ClickNextandActivate:
Your integration is now active! You can access and update your Integration'sSourceandTarget Optionsby clicking the wrench icon next to theSource and Targeton the Real Synch dashboard.
Setup Instructions:
-
From your Real Synch dashboard, click+ Add Integration:
-
Select Follow Up Boss as your Source and Google Contacts as your Target:
-
ClickInstructionson the Follow Up Boss icon and follow along:
-
Then click Connect> Add API Key>ClickVerify> click Close:
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Next, click instructions on the Google Contacts icon and follow along:
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Click Connect, and if you would like to add multiple accounts, ensure the option is enabled:
*Note: This option requires Admin access in Google Contacts*
-
ClickSign in with Google>Allow> andClose:
-
BothSourceandTargetconnections should now display asVerified> ClickNextandActivate:
Your integration is now active! You can access and update your Integration'sSource Options by clicking the wrench icon next to the Source on the Real Synch dashboard.