Real Synch: Google Contacts and Follow Up Boss

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Caroline Becherer
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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:

 

Google Contacts to Follow Up Boss Integration

Setup Instructions:

  • From your Real Synch dashboard, click+ Add Integration:

  • Select Google Contacts as your Source and Follow Up Boss as your Target:

  • ClickInstructionson the Google Contacts icon and follow along:

 

  • ClickConnect, 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:

  • Click the Instructions link for Follow Up Boss and follow the onscreen directions to retrieve your API Key:

  • Then click Connect> Add API Key> Click Verify> click Close:

 

  • 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.

 

Follow Up Boss to Google Contacts Integration

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:

  • Next, click instructions on the Google Contacts icon and follow along:

  • 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.

 

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