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Follow Up Boss Integration
Ins and Outs of the Follow Up Boss Integration
Ins and Outs of the Follow Up Boss Integration
Alex Masterson avatar
Written by Alex Masterson
Updated today

What you can expect from this integration:

  • Virtually non-existent lag time

  • FUB Deals have a 1:1 relationship with Sisu Transactions

  • Bi-Directional Sync

  • No need to notify Sisu team to update the integration when new team members are added.

  • NEW: Integration notes display in the FUB contact history

  • NEW: Choose any Sisu form to be a direct link on the FUB deal card

  • NEW: Choose which Sisu form fields you want to be sync'd on the FUB deal card

Topics in this article:

Use the table of contents on the right side of the screen to jump to a particular topic.

FUB Processes That Create New Sisu Transactions

Scheduling an Appointment

If you set an appointment for a client (and you don’t already have active transactions/deals for that contact), the integration creates a new transaction in Sisu and a new deal in FUB.

🔸 Action in FUB -

ℹ️ Note

You can schedule the appointment from the Lead Profile OR from the Calendar in Follow Up Boss. The following steps take you through the Lead Profile route, but if you prefer to schedule appointments through the FUB Calendar, just click on the Calendar and skip to step 4.

1. In Follow Up Boss, click the People tab.

2. Click the name of a person. This opens the Lead Profile.

3. Click the plus icon in the Appointments section on the right. This opens the Create Appointment window.

4. Enter a title in the Title field.

5. For sellers, enter the client's address in the Location field.

6. Add the primary agent as a guest. (The client will already be added by default.)

7. Click the Set Type drop-down, and choose a transaction type with one of the following words:

  • Buyer (creates a buyer transaction in Sisu)

  • Seller (creates a seller transaction in Sisu)

  • Listing (creates a seller transaction in Sisu)

8. Click the Create Appointment button.

🔸 Results in Sisu -

  • A new transaction appears under Transactions > Transactions with a status of Appointment Set.

    • ℹ️ Note: A corresponding deal also appears in FUB.

  • +1 to the Buyer Appointments Set (or Listing Appointments Set) pacer circle on the Dashboard

  • The agent listed as a guest on the meeting is assigned to the transaction.

  • The Transaction Type, Agent, and Address fields are filled in with the details from the appointment.

🔸 Results in FUB -

  • A new FUB deal will automatically be created.

  • A contact history note will confirm the transaction in Sisu was created

    • If there is already an active transaction in Sisu for that contact, a transaction will not be created. A note explaining this will be posted.

⚠️ Important Configuration Note!

The following configuration setting must be enabled for the results to take place:

Creating a New Deal

If you create a new deal in FUB in the Sisu Seller or Sisu Buyer Pipeline, the integration will create a transaction in Sisu.

🔸 Action in FUB -

1. In Follow Up Boss, click the Deals tab.

2. Select either Sisu Sellers or Sisu Buyers.

3. Click the plus icon next to Pipeline to open the deal information window.

4. Add as much information about the deal as you can. For example, you won't' have a Sisu ID yet, so you can leave that field blank.

5. Click the Create Deal button at the bottom.

🔸 Results in Sisu -

  • A new transaction appears under Transactions > Transactions with a status of Pipeline.

  • See the section below called All Sisu Fields Mapped to the FUB Deal for a list of all the information from the deal that is sent over to the Sisu transaction.

🔸 Results in FUB -

An integration note will display in the contact history with the transaction details (including any fields that were completed on the deal card at time of creation)

⚠️ Important Configuration Note!

The following configuration setting must be enabled for the results to take place:

FUB Processes That Are Tracked As Sisu Activities

When you turn on the Follow Up Boss integration, there are 5 Sisu Activities created:

  • Follow Up Boss Conversations

  • Follow Up Boss Calls

  • Follow Up Boss Emails

  • Follow Up Boss Text

  • Follow Up Boss Leads

Any user who completes any of the following FUB processes gets credit for the Activity in Sisu.

Manually Logging a Call

The Follow Up Boss user who completes the following process is the one who gets the credit in Sisu for the Activity. Only outgoing calls are tracked.

🔸 Action in FUB -

1. In Follow Up Boss, click the People tab.

2. Click the name of a person. This opens the Lead Profile.

3. Click the Log Call tab.

4. Enter any call details and then click the Log Call button.

🔸 Results in Sisu -

  • +1 to the Follow Up Boss Calls Activity

  • +1 to the Follow Up Boss Conversations Activity

⚠️ Important Configuration Note!

The following configuration settings must be enabled for the results to take place:

Even with the setting Count All Call Logs as Sisu Conversations enabled, Sisu won't track the action as a Conversation if you log the call as one of the following:

  • No Answer

  • Left Voicemail

  • Bad Number

Know Your Team's Activity Stages Configuration

Your team's Activity Stages configuration can affect when Activities are tracked in Sisu. For more information about this, check out this section of our FUB setup article.

Using the Follow Up Boss Dialer

If you're using the Follow Up Boss Dialer to make calls, the user who completes the following process is the one who gets the credit in Sisu for the Activity. Only outgoing calls are tracked.

🔸 Action in FUB -

1. In Follow Up Boss, click the People tab.

2. Click the name of a person. This opens the Lead Profile.

3. Click the phone number under the contact name.

4. Choose to call via the Internet.

5. Click the red phone icon in the top-right corner of the screen to hang up. The call is automatically recorded on the Lead Profile.

🔸 Results in Sisu -

  • +1 to the Follow Up Boss Calls Activity

  • +1 to the Follow Up Boss Conversations Activity

⚠️ Important Configuration Note!

The following configuration settings must be enabled for the results to take place:

When the setting Count Conversations based off call length is enabled, be aware of the team's Conversation Call Length threshold. It sets the length in seconds required for a call to be counted as a Conversation.

Know Your Team's Activity Stages Configuration

Your team's Activity Stages configuration can affect when Activities are tracked in Sisu. For more information about this, check out this section of our FUB setup article.

Sending an Email

The Follow Up Boss user who completes the following process is the one who gets the credit in Sisu for the Activity.

⚠️ Only outgoing emails are tracked. Batch and automated emails are not counted.

🔸 Action in FUB -

1. In Follow Up Boss, click the People tab.

2. Click the name of a person. This opens the Lead Profile.

3. Click the Send Email tab.

4. Enter an email subject in the Subject line.

5. Craft your email and add any attachments.

6. Click the Send Email button.

🔸 Results in Sisu -

+1 to the Follow Up Boss Emails Activity

⚠️ Important Configuration Note!

The following configuration setting must be enabled for the results to take place:

Know Your Team's Activity Stages Configuration

Your team's Activity Stages configuration can affect when Activities are tracked in Sisu. For more information about this, check out this section of our FUB setup article.

Sending a Text

The Follow Up Boss user who completes the following process is the one who gets the credit in Sisu for the Activity. Only outgoing texts are tracked. However, automated outgoing texts are not tracked.

🔸 Action in FUB -

1. In Follow Up Boss, click the People tab.

2. Click the name of a person. This opens the Lead Profile.

3. Click the Text tab.

4. Enter a message where it says "Write your text...".

5. Click the Send Text button.

🔸 Results in Sisu -

  • +1 to the Follow Up Boss Text Activity

⚠️ Important Configuration Note!

The following configuration setting must be enabled for the results to take place:

Know Your Team's Activity Stages Configuration

Your team's Activity Stages configuration can affect when Activities are tracked in Sisu. For more information about this, check out this section of our FUB setup article.

Assigning New FUB Leads to an Agent

🔸 Action in FUB -

A new lead is added into FUB and assigned to an agent.

🔸 Results in Sisu -

+1 to the Follow Up Boss Leads Activity

🔸 Results in FUB -

An integration note is added to the contact history

⚠️ Important Configuration Note!

The following configuration setting must be enabled for the results to take place:

Know Your Team's Activity Stages Configuration

Your team's Activity Stages configuration can affect when Activities are tracked in Sisu. For more information about this, check out this section of our FUB setup article.

Linking FUB Deals to Existing Sisu Transactions

1. In Follow Up Boss, go to the Deals tab.

2. Click on a deal that isn't linked to a Sisu transaction. This brings up the deal card details.

ℹ️ Note

Any deals that are NOT in the Sisu Buyers or Sisu Sellers pipelines are not linked to a Sisu transaction. For example, the screenshot below shows a deal in the Sellers pipeline, which that means that this deal is not linked to a Sisu transaction.

3. In the deal card, add the transaction ID of corresponding Sisu transaction to the Sisu Transaction ID field and click the green checkmark to SAVE it.

ℹ️ Note

In Sisu, you can find a transaction's ID at the top of the Transaction Overview.

5. Move the deal to a Sisu pipeline. To do this, click the name of the pipeline at the top of the deal card. Then select either the Sisu Buyers or Sisu Sellers pipeline.

6. Click the stage (to the right of the pipeline) and select the stage the corresponds with the transaction status in Sisu.

7. When finished, click the Done button at the bottom of the deal card.

Using the Sisu "Contact URL" Field to Open FUB Lead Profiles

As soon as the Follow Up Boss integration is enabled, a new field called Follow Up Boss Contact URL will become available and admins will be able to add it to any form. Agents can open a Sisu transaction that is linked to Follow Up Boss and then use this field to open the corresponding FUB Lead Profile in another tab.

After this field is added to a form in Sisu, you can use it by doing the following:

1. Open a transaction in Sisu that is linked to a FUB deal.

2. In the Transaction Menu on the left, select a form that contains the Follow Up Boss Contact URL field.

3. Once the form is open, scroll down to the field. Click the orange button on the right side of the field, and the contact's Lead Profile will open in another tab.

All Mapped Integration Fields

When a new Sisu transaction is created via the FUB integration, certain FUB and Sisu fields are mapped (or in other words, linked together). Whenever you update a mapped field in FUB, the corresponding field in Sisu is also updated (and vice versa). If your team has chosen to customize these fields, you might see more or fewer fields than you see below.

List of Mapped Fields

The table below shows 2 columns:

  • FUB Fields: These are the fields from the deal that sync with Sisu fields.

  • Sisu Fields: These are the fields in Sisu that correspond with the fields from the FUB deal.

FUB Fields

Sisu Fields

Price

Transaction Amount

Close Date

Closed (Settlement) Date

Commission (see note below)

GCI

Agent Split (see note below)

Gross Agent(s) Paid Income

Team Split

N/A

People (contact)

  • First Name

  • Last Name

  • email

  • phone

Team (agent)

Agent

Forecasted Closed Date

Forecasted Closed Date

Lost Date

Lost Date

Under Contract Date

Under Contract Date

Mls Live Date

MLS Live Date

Postal Code

Postal Code

State

State

City

City

Address

Address Line 1

Sisu Transaction Id

ID

First Offer Date

1st Offer Date

Signed Date

Signed Date

First Showing Date

1st Showing Date

Appointment Set Date

1st Time Appointment Set

Appointment Met Date

1st Time Appointment Met

Sisu fields that can NOT be selected/mapped

The following Sisu fields can NOT be selected as syncing fields:

  • Transaction NOTES: FUB deal custom fields have a set length of 255 characters and the Sisu notes field does not. So any notes over 255 characters will not display or sync. Also, Sisu notes allow for spacing/returns and FUB does not. We have chosen for these reasons to not allow the syncing of this field.

  • Vendor fields: Vendor fields in Sisu are a reference to a different database and can change often, and for this reason we have chosen to not allow them to be selected.

⚠️ Important Configuration Note!

The following configuration setting must be enabled in order for commission fields to sync:

Location of Mapped Fields in Sisu

Mapped Sisu fields appear in your forms. They most likely will be in the Transaction Overview, but they could be in a different form depending on team preferences. To get to a transaction's forms, do the following:

1. In Sisu, go to Transactions > Transactions.

2. Click in-line with a transaction. This opens the transaction.

3. In the transaction, your list of forms is in a list on the left.

Location of Mapped Fields in FUB

All mapped FUB fields appear in the deal card. You can locate any deal in FUB by doing the following:

1. In FUB, click the Deals tab.

2. Click on a deal to see the deal information fields.

Understanding How Information Passes between Sisu and FUB

The fields on the deal card directly correlate with the fields inside of Sisu. If you make a change to those fields in the FUB deal card, the corresponding fields in Sisu update. Similarly, if you make a change to those fields in Sisu, the FUB deal card updates.

If the configuration setting Ignore Updates after Sisu transaction status is enabled, this makes Sisu the "source of truth" once the transaction status reaches the status specified in the configuration settings (Signed or Pending). This causes the integration to ignore updates to the FUB deal card and revert back to whatever is in Sisu.

How Sisu Tracks FUB Leads

  • If a lead comes into the integration that was created in FUB June 2023, we will increment the Follow Up Boss Leads Activity for the date that the lead was created. So if you’re looking at new leads for TODAY, that count wouldn’t be there because it’s not a new lead.

  • If that same lead comes in and the setting Add new leads to Lead Source Count report is enabled, we add a lead count to the Counts and Expenses page (found by going to Admin > Lead Sources) of the corresponding lead source for June 2023.

  • If a lead comes in today, we DO increment the Follow Up Boss Leads Activity for today.

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