We've split the setup process into parts to make it easier to do. Complete each section in this article one at a time in order to set up the Follow Up Boss integration.
Before you begin...
Make sure your users in Follow Up Boss have matching user names and emails in Sisu. The actions of users that don't have matching information aren't recognized by the integration.
Part 1: Get the FUB API Key
1. Log into Follow Up Boss as the account owner.
ℹ️ Note
You must be an owner, not just an admin.
2. Click Admin in the top toolbar.
3. Scroll down to the Integrations section, and click on API Keys & Lead Email.
4. Click the Create API Key button.
5. In the Name field, enter Sisu FUB Integration. Then click Create API Key.
6. Copy the API key and paste it somewhere you can easily find it. You'll need this key later on in the setup process.
Part 2: Choose Your Settings and Finalize Setup
1. In Sisu, go to Admin > Integration Hub.
2. Click the Follow Up Boss tile. This opens the integration setup window.
3. Click Next. This takes you to Configuration setup.
4. In the API Key field, paste the API key from part 1.
Activity Settings
5. Scroll down to the first setting: Sync Follow Up Boss Activities to Sisu. Click the toggle to enable or disable the setting. (green = enabled)
About This Setting
This setting is enabled by default. It allows FUB actions (like calls, emails, and texts) to be tracked in Sisu as Activities. If you don't want Activities tracked in Sisu, disable this setting.
6. For the next setting, Count conversations based off of call length, click the toggle to enable or disable the setting. (green = enabled) Then click the Conversation Call Length field and enter a number in seconds to specify a call length.
About These Settings
Count conversations based off of call length: Enable this setting if you want Follow Up Boss dialer calls to count as Sisu Conversations. When this setting is enabled, calls are counted as Conversations only if the call is longer than the length specified in the setting below.
Conversation Call Length: This setting lets you specify the call length in seconds. This setting only works if the "Count conversations..." setting is enabled.
8. If desired, enable the setting Count All Call Logs as Sisu Conversations. (green = enabled)
About This Setting
Enable this setting if you want the manually logged calls in FUB to count as Sisu Conversations.
ℹ️ Note: Calls marked as "Bad Number," "Voicemail," or "Left Message" will not count as a Conversation.
Transaction Settings
9. If desired, enable the setting Sync Transactions from Follow Up Boss to Sisu. (green = enabled)
Then use the 2 settings below to specify when in the life of a transaction the integration should pass information between Follow Up Boss and Sisu.
Buyer Transaction Stages to Track
Seller Transaction Stages to Track
About These Settings
Sync Transactions from Follow Up Boss to Sisu
If enabled, the integration will create a Sisu transaction when a Follow Up Boss deal is created or updated.
Buyer/Seller Transaction Stages to Track
Click the "Value" drop-down to select a stage. Information will be passed between FUB and Sisu for any stages selected here. If you want to track additional stages, click the "Add Value" button.
10. If desired, enable the setting Create Sisu Transactions from FUB Appointments. (green = enabled)
About This Setting
When this setting is enabled, if you set an appointment for a FUB contact, the integration creates a transaction in Sisu with a status of Appointment Set. It also creates a corresponding FUB Deal.
11. If desired, enable the setting Ignore Updates from follow up boss after Sisu transaction status. (green = enabled) Then click the Ignore Updates After Sisu Status field and select a status.
About These Settings
Ignore Updates from follow up boss after Sisu transaction status: If you enable this setting, the following occurs. When a Sisu transaction reaches the status specified in the setting "Ignore Updates After Sisu Status," the transaction will no longer be updated when changes are made to the corresponding FUB deal card.
Once the Sisu transaction reaches the specified status, the FUB deal card will be updated with any changes made to the corresponding Sisu transaction.
This is especially helpful if Sisu is where your entire workflow for signed clients or pending clients is. This setting allows you to make sure that the agent isn't making changes to the deal card that you're unaware of.
Ignore Updates After Sisu Status: This setting allows you to specify the status that determines when FUB updates are ignored. This setting only works if the "Ignore Updates from follow up boss..." setting is enabled.
12. If desired, enable the setting Sync Commission Info from the Follow Up Boss Deal Card to the Sisu Transaction. (green = enabled)
About This Setting
When this setting is enabled, the following commission information is sent from the FUB deal card to the corresponding Sisu transaction:
Information in the FUB "Commission" field is sent to the Sisu "GCI" field
FUB "agent split" information is sent to Sisu's "Gross Agent(s) Paid Income" field
Lead Source Settings
13. If desired, enable the setting Add new leads to Lead Source Count report. (green = enabled)
About This Setting
If you want to track FUB lead source activity in Sisu, enable this setting. As you add deals with lead sources in FUB, this increments the lead source counts and At Bats in Sisu.
14. Click the Next button. This takes you to Activity Stages setup.
Activity Stages Setup
15. For those who want to track Activities in Sisu, you can further specify if you only want Activities tracked during certain stages of the deal. Complete the following steps to define the stages that will allow Activity tracking.
a. Click the Add Value button. This makes a drop-down field appear.
b. Click the drop-down and either choose a single stage, select "All," or select "None."
c. Repeat these steps if you want multiple stages (but not all stages) to allow Activity tracking.
About Activity Stages Setup
If the setting Sync Follow Up Boss Activities to Sisu is enabled, certain actions in FUB (like calls, emails, and texts) will be tracked in Sisu as Activities. But what if you only want Activities tracked when deals are in certain stages? This part of the integration setup allows you to specify which stages allow for Activities to be tracked in Sisu.
Track during all stages: If you want FUB actions tracked as Sisu Activities during all stages of a deal, select "All" from the drop-down.
Don't track at all: If you don't want Activities tracked in Sisu, select "None" from the drop-down.
Track certain stages: If you’d like to track Activities for only certain stages of the deal, you can choose a select number of stages. Use the "Add Value" button to add more stages.
⚠️ Important Note!: If you don't choose "all," be aware that your Sisu Dashboard's Activity numbers and Follow Up Boss call/text/email accountability reports will NOT match since the integration will be filtering out Activities based on stages.
16. Click Finish when you're done adjusting settings. The integration is now on and ready to use!
⚠️ Important Note!
After you turn on the integration, 2 pipelines (Sisu Sellers and Sisu Buyers) are added automatically to FUB. These pipelines are a key part of the integration. Do NOT rename the Sisu pipelines or the associated stages! This will result in integration errors.
17. Communicate your specific configuration preferences to your team.
How to Use the Sisu "Contact URL" Field to Open FUB Lead Profiles
As soon as you enable the Follow Up Boss integration, you can add a field called Follow Up Boss Contact URL to any form. This field isn't added to your Sisu forms by default. Agents can open a Sisu transaction that is linked to Follow Up Boss and then click the button in this field to open the corresponding FUB Lead Profile.
📖 Note
For help adding fields to a form, check out this article in our Knowledge Base.