Integration Setup - Follow Up Boss

We have an integration with Follow Up Boss, which is pretty sweet if you ask us. =)

Things to keep in mind before getting started:

The integration syncs all contacts or all contacts assigned to you to Happy Grasshopper from Follow Up Boss in cases where the contact has an email address
The integration syncs Tags (that are assigned to people in Follow Up Boss) to Happy Grasshopper. Follow Up Boss’ categorizations of “source”, “stage”, “contacted”, and “ponds” (if the pond option is turned on in Happy Grasshopper settings) all get converted to Happy Grasshopper Tags.
The integration syncs contact relationships in cases where the relationship has an email address. These relationships sync as individual contacts in Happy Grasshopper and have no relationship connection in Happy Grasshopper since we do not have a mechanism for tracking relationships.
You can now delete contacts in Happy Grasshopper if they are deleted in Follow Up Boss if the user has selected this option in their integration settings.
The integration shows E-mail sends and some basic reporting (delivered, open, click, bounced, unsubscribe, spam report) in Follow Up Boss. This feature was always available for Happy Grasshopper Automated Campaign Emails but it now shows for NEW Write Your Own Emails, Audience Emails, Message Type Emails. The syncs for these reporting records are not real-time and can take 15 minutes to an hour to display.
The integration shows Voicemail Drop sends as a log with the message “Left Voicemail” (this is what was recommended in their API docs). There is no way to display any reporting for this feature in Follow Up Boss since this feature does not map 1 to 1 between both systems.
The integration shows Text Message sends as a log with the body of the text message displayed in the log. There is no way to display any reporting for this feature in Follow Up Boss since this feature does not map 1 to 1 between both systems.
The integration shows Handwritten Card Message sends as a log with the text in the body of the card displayed in the log. There is no way to display any reporting for this feature in Follow Up Boss since this feature does not map 1 to 1 between both systems.

Setting Up the FUB Integration:

Step 1: Log into your FUB account. Click “More” and then select “API”.

Step 2: Next, you’ll want to click “Create API Key”. For the API name, you’ll type Happy Grasshopper then click “Create API Key”

→ Make sure to immediately copy the API key created, as it WILL NOT display later on.

→ You must have the full API key in order to create the integration in Happy Grasshopper.

Step 3: Once you have copied the API Key, move into your Happy Grasshopper account. Navigate to the Settings/Profile tab and click on the Integrations tab.

Step 4: Enter your copied FUB API key, into the Follow Up Boss, API key section in Happy Grasshopper, and click Save.

If you are connecting just your FUB account to your Happy Grasshopper account, you'll want to set the integration to sync all contacts.

Video Breakdown - https://youtu.be/THt7PEBW_-E

Do you have one of our Team accounts?

If you are utilizing the Happy Grasshopper/Follow Up Boss integration in one of our team accounts, there are a few additional pieces of setup needed on the backend to ensure contacts are assigned to the proper team member. Please contact our Success team by email or by phone - (727) 232-9117 - and we would be happy to help with this set up. =)