FollowUpBoss and Google Contacts Sync – PieSync Recipe
Introducing PieSync Recipes! For our first recipe, we’ll show you how to sync Google Contacts and FollowUpBoss and segment your contacts based on which FollowUpBoss Stage your contact is in.
PieSync Recipe FollowUpBoss and Google Contacts Sync
Today you’ll learn how to Sync FollowUpBoss and Google Contacts.
- Duration: between 5 and 10 minutes
- Serves happy sales teams
- Fills up as many connection slots as you have colleagues wanting to share their contacts
- Tastes like Key Lime Pie.
- A CRM tool like FollowUpBoss
- Google Contacts
- Sales teams who want their contacts automatically in their CRM
- PieSync – there is no substitute
In the PieSync dashboard, choose Google Contacts and FollowUpBoss
Authorize your apps.
FollowUpBoss requires an “API Key” to be authorized. You can find this key in FollowUpBoss when you go to your Admin (top menu) then ‘More’ and select ‘API’ from the drop-down menu
Time to cook
Configure your sync. A two-way real-time sync requires two rules which are preconfigured for you. They read “IF a contact is in Google Contacts THEN sync the contact between Google Contacts and FollowUpBoss” and “IF a contact is in FollowUpBoss THEN sync the contact between Google Contacts and FollowUpBoss” this means all contacts in Google Contacts will be synced over to FollowUpBoss and all contacts in FollowUpBoss will be synced over to Google Contacts.
A lot of people don’t want to sync all contacts, or they want to segment the contacts into lists or groups. You can do this by configuring rules.
For instance, you can filter your contacts based on their stage in FollowUpBoss. Perhaps you want to segment contacts who have hit the stage Buyers in FollowUpBoss into a Group called “Buyers” in Google Contacts (you will need to create this group in Google Contacts if you don’t already have one).
This creates a rule that reads “IF a contact is in FollowUpBoss and Stage equals Buyer THEN sync the contact between Google Contacts and FollowUpBoss and add to Group Buyers” At the bottom of this rule activate the toggle which reads “Undo if contact Stage does not equal Buyer, then remove from Group Buyers in Google Contacts”. This will ensure your list is kept up to date.
If you delete contacts in FollowUpBoss or in Google Contacts, PieSync will add the tag “PieSync Trash” to the contact so that you can delete them in-app. Ensure that you have ticked both boxes under “Sync deletions”.
Enjoy your PieSync Recipe!
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