With the help of this integration, "Follow Up Boss" users can see contacts, leads, and clients in the back office system.
- Sync contacts, leads, and clients to back office;
- When a deal is created in "Follow Up Boss", it creates an incoming transaction in "Brokermint";
- Both "Agent" and "Source" are pulled over as "Contacts";
- Any CRM recorded changes in "Follow Up Boss" will always be synced to back office;
- Custom field mapping between both systems;
To activate please contact your designated support representative or email firstname.lastname@example.org.