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How to connect SharpSpring with FollowUpBoss

Connect SharpSpring to FollowUpBoss with LeadsBridge

SharpSpring » FollowUpBoss

In this article, you'll learn how to set up the bridge and connect SharpSpring to FollowUpBoss using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 1: Bridge's Main information

  1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
  2. You may add labels to help you identify your bridge later
  3. Choose SharpSpring as the source for your bridge
  4. Choose FollowUpBoss as the destination
  5. Click on the Next button

Step 2: Setup your SharpSpring source

  1. Type in the name you'd like to call your integration
  2. Enter Account ID and Secret Key to connect your SharpSpring with LeadsBridge
  3. To generate the Secret Key, log into your SharpSpring account. Click User Settings, then Settings, head over to SharpSping API and click on API Settings. There you'll find the Account ID and Secret Key.

    Copy and paste the Account ID and Secret Key into your SharpSpring integration inside LeadsBridge.
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your FollowUpBoss destination

  1. Type in the integration's name in the dedicated field
  2. Enter API Key to connect FollowUpBoss with LeadsBridge
  3. The only information to be retrieved from Follow Up Boss is the API KEY.
    Log into your FollowUpBoss account: ( OPEN LINK).
    Click on the user name and then on 'My Settings'.
  4. Then select 'Send In Leads' from the tabs on the top.
  5. On this page, you will find the API Key to paste inside your LeadsBridge integration.
  6. Click on the Next button
  7. You'll now be able to select the destination segment to send your leads to
  8. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  9. Click on the Next button

Step 4: Fields Mapping

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on FollowUpBoss.

Underneath there's a box where you may add the information you'd like to send.

  • Check each of the FollowUpBoss fields available
  • Match the information you wish to pass along from SharpSpring
  • You may type the information manually and pass them as a static value
  • Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
  • You may also leave blank the box of a field's information you don't want to send through

Custom Fields

  1. If you'd like to add more fields, just look at the bottom of the page
  2. Head over the "Don't find a CRM custom field?" box
  3. Select the field you'd like to add from the dropdown list
  4. Click the Add Custom Field button
  5. The field will appear above
  6. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

Step 5: Test

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

  1. To create a new test lead, fill in the required information when prompted
  2. Click Test Now
  3. To test with a real lead, switch the toogle to "Test with existing lead".
  4. Click Sync Now along the lead you'd like to send
  5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
  6. Click Finish to save your settings and turn active your bridge

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from SharpSpring to FollowUpBoss with LeadsBridge, do not hesitate to contact our Support!