How to Integrate Follow Up Boss With KrispCall?
Combining Follow Up Boss's powerful real estate CRM with KrispCall's phone system creates a seamless interaction solution for real estate professionals. This integration allows you to streamline your client interactions, track conversations, and improve response rates, all while keeping your team organized and efficient.
Let's explore how to connect these platforms and the significant advantages this integration offers for your real estate business.
Here’s how integrating Follow Up Boss with KrispCall benefits your team:
All your calls, text messages, and voicemails that occurred in your KrispCall account are automatically recorded in Follow Up Boss without requiring manual data entry. This provides an accurate, up-to-date communication history with each client.
With the integration settings, you can configure whether to log outgoing and incoming calls, including answered and unanswered ones, as engagements in Follow Up Boss. Voicemail logs can also be synced automatically. This eliminates manual data entry, reducing the chances of missing meaningful interactions.
Contact information and customer details synchronize seamlessly between KrispCall and Follow Up Boss, maintaining consistent records across platforms. With options like one-way and two-way contact sync, any new contact added, edited, or deleted in KrispCall can be reflected in Follow Up Boss and vice versa.
Additionally, an initial contact sync ensures that previous contacts from both systems are merged without duplication. This real-time synchronization eliminates the hassle of switching between platforms to access client information. Your agents can quickly retrieve complete client profiles during calls, enabling more personalized and informed conversations.
Any updates made to contact information in either KrispCall or Follow Up Boss will automatically reflect in both systems. This bidirectional synchronization ensures your contact database remains consistent and up-to-date.
The two-way sync prevents duplicate entries and conflicting information across your systems. Additionally, bulk contact sync allows multiple contacts to be uploaded via CSV files, ensuring consistency while avoiding duplicate entries.
Call records, SMS messages, voicemails, and conversation notes sync automatically between KrispCall and Follow Up Boss, eliminating the need for manual data entry. This automation streamlines workflow and reduces administrative overhead.
The automated task management allows your team to focus on high-value activities instead of repetitive data entry. Important follow-up tasks are created and assigned automatically based on call outcomes and client interactions.
All client interactions, including calls, messages, emails, and appointments, are logged in a centralized location. This comprehensive activity log provides a complete picture of the client relationship journey.
With synchronized logging, agents can easily track engagement levels and prioritize follow-ups. Call recordings are synced when the auto-record toggle is enabled, and voicemail logs are automatically captured. This allows for smooth collaboration, as any team member can quickly review past interactions and continue conversations without missing critical details.
The integrated synchronization ensures that no leads or follow-up opportunities are missed, significantly improving your conversion potential. Every interaction is captured and evokes appropriate follow-up actions.
This systematic approach to lead management helps you prioritize outreach based on client engagement levels. The integration enables timely responses to client inquiries, increasing satisfaction and improving the chances of closing deals.
Follow these easy steps to integrate Follow Up Boss with KrispCall:
Step 1: Log in to your KrispCall account and navigate to the Settings section.
Step 2: In the Settings section, navigate to APP SETTINGS and click on Integrations to proceed.
Step 3: In the Integrations section, you'll find a list of automation tools and CRMs compatible with KrispCall . Locate Follow Up Boss and click the Connect button to begin the integration.
Step 4: After clicking on the connect button, a pop-up window will appear, prompting you to enter the API key, system details, and system key.
Step 5: To get the API key for Follow Up Boss, sign up for a Follow Up Boss account and navigate to the dashboard.
Step 6: From the dashboard, access the Admin Panel, go to API Keys, and create a new API key.
Step 7: Copy the system details along with the API key and paste them into the KrispCall pop-up window. Click Submit to proceed.
Step 8: Finally confirmation message will appear, indicating that the CRM integration is successful, and Follow Up Boss will be listed under Active Integrations.
After the successful integration of Follow Up Boss, users can adjust various settings. Initially, users can choose to either edit or delete the integration. To make edits, click on the 3 dots and choose the edit option. To delete the active integration, click on the same 3 dots and select the delete option.
The general settings are the initial setting option, which includes three additional settings. By default, all toggle buttons within the general settings are activated.
Create new contacts for calls: When the toggle is activated, new contacts in KrispCall sync to Follow Up Boss automatically. If the toggle is deactivated, they won’t sync.
Contacts 2-way sync: When the toggle is on, bidirectional contact sync between KrispCall and Follow Up Boss, including existing contacts, occurs. Disabling stops the sync.
Notes logging: When enabled, it syncs call and conversation notes to Follow Up Boss. Disabling it prevents the syncing.
The workflow settings can be found immediately following the general settings. Initially, all options within the workflow settings are configured to Calls (Engagements). Users can click on these settings and modify them according to their preferences.
Log outgoing answered calls as Calls(Engagements)/Disabled: When set to Calls (Engagements), outgoing answered calls will sync to Follow Up Boss. Disabling them will prevent these calls from syncing.
Log outgoing unanswered calls as Calls(Engagements)/Disabled: When set to Calls(Engagements), outgoing unanswered calls will sync to Follow Up Boss. Disabling it will prevent them from being synced to Follow Up Boss.
Log incoming answered calls as Calls(Engagements)/Disabled: When set to Calls (Engagements), incoming answered calls will sync with Follow Up Boss. If disabled, then they will not sync.
Log incoming unanswered calls as Calls(Engagements)/Disabled: When set to Calls(Engagements), the incoming unanswered calls will be synced to Follow Up Boss. By disabling the setting, they will not be synced.
Log voicemail as Calls(Engagements)/Disabled: When set to Calls(Engagements), the voicemail log will be synced to Follow Up Boss. By disabling the setting, the voicemail log will not be synced to Follow Up Boss.
Log incoming SMS as Disabled/SMS: Enabling SMS will ensure that incoming messages are synced to Follow Up Boss CRM, while disabling the setting will stop the sync.
Log outgoing SMS as DIsabled/SMS: When SMS is enabled, outgoing messages will sync with Follow Up Boss CRM, but if the setting is disabled, they will not sync.
The connected numbers setting is present after the workflow settings. There are two options available within the connected numbers configuration.
Log phone calls for these phone numbers: This option automatically selects the list of numbers available in the channel during the integration process.
Log SMS for these phone numbers: Similar to the previous option, the list of numbers available in the channel will be selected by default at the time of integration. It is designed to ensure the sms log for the selected numbers is synced at OnePageCRM.
If the user purchases the number after integration, they must manually add that number to the connected numbers.
Note: If no numbers are selected, call logs will not be synchronized in Follow Up Boss.
Let's explore how to connect these platforms and the significant advantages this integration offers for your real estate business.
Benefits of Integrating Follow Up Boss with KrispCall
Here’s how integrating Follow Up Boss with KrispCall benefits your team:
1. Automatic call and message logging
All your calls, text messages, and voicemails that occurred in your KrispCall account are automatically recorded in Follow Up Boss without requiring manual data entry. This provides an accurate, up-to-date communication history with each client.
With the integration settings, you can configure whether to log outgoing and incoming calls, including answered and unanswered ones, as engagements in Follow Up Boss. Voicemail logs can also be synced automatically. This eliminates manual data entry, reducing the chances of missing meaningful interactions.
2. Simplified lead tracking
Contact information and customer details synchronize seamlessly between KrispCall and Follow Up Boss, maintaining consistent records across platforms. With options like one-way and two-way contact sync, any new contact added, edited, or deleted in KrispCall can be reflected in Follow Up Boss and vice versa.
Additionally, an initial contact sync ensures that previous contacts from both systems are merged without duplication. This real-time synchronization eliminates the hassle of switching between platforms to access client information. Your agents can quickly retrieve complete client profiles during calls, enabling more personalized and informed conversations.
3. Two-way contact sync
Any updates made to contact information in either KrispCall or Follow Up Boss will automatically reflect in both systems. This bidirectional synchronization ensures your contact database remains consistent and up-to-date.
The two-way sync prevents duplicate entries and conflicting information across your systems. Additionally, bulk contact sync allows multiple contacts to be uploaded via CSV files, ensuring consistency while avoiding duplicate entries.
4. Task automation
Call records, SMS messages, voicemails, and conversation notes sync automatically between KrispCall and Follow Up Boss, eliminating the need for manual data entry. This automation streamlines workflow and reduces administrative overhead.
The automated task management allows your team to focus on high-value activities instead of repetitive data entry. Important follow-up tasks are created and assigned automatically based on call outcomes and client interactions.
5. Complete activity tracking
All client interactions, including calls, messages, emails, and appointments, are logged in a centralized location. This comprehensive activity log provides a complete picture of the client relationship journey.
With synchronized logging, agents can easily track engagement levels and prioritize follow-ups. Call recordings are synced when the auto-record toggle is enabled, and voicemail logs are automatically captured. This allows for smooth collaboration, as any team member can quickly review past interactions and continue conversations without missing critical details.
6. Better client engagement
The integrated synchronization ensures that no leads or follow-up opportunities are missed, significantly improving your conversion potential. Every interaction is captured and evokes appropriate follow-up actions.
This systematic approach to lead management helps you prioritize outreach based on client engagement levels. The integration enables timely responses to client inquiries, increasing satisfaction and improving the chances of closing deals.
How to integrate Follow Up Boss with KrispCall?
Follow these easy steps to integrate Follow Up Boss with KrispCall:
Step 1: Log in to your KrispCall account and navigate to the Settings section.
Step 2: In the Settings section, navigate to APP SETTINGS and click on Integrations to proceed.
Step 3: In the Integrations section, you'll find a list of automation tools and CRMs compatible with KrispCall . Locate Follow Up Boss and click the Connect button to begin the integration.
Step 4: After clicking on the connect button, a pop-up window will appear, prompting you to enter the API key, system details, and system key.
Step 5: To get the API key for Follow Up Boss, sign up for a Follow Up Boss account and navigate to the dashboard.
Step 6: From the dashboard, access the Admin Panel, go to API Keys, and create a new API key.
Step 7: Copy the system details along with the API key and paste them into the KrispCall pop-up window. Click Submit to proceed.
Step 8: Finally confirmation message will appear, indicating that the CRM integration is successful, and Follow Up Boss will be listed under Active Integrations.
Integration settings
After the successful integration of Follow Up Boss, users can adjust various settings. Initially, users can choose to either edit or delete the integration. To make edits, click on the 3 dots and choose the edit option. To delete the active integration, click on the same 3 dots and select the delete option.
1. General Settings
The general settings are the initial setting option, which includes three additional settings. By default, all toggle buttons within the general settings are activated.
Create new contacts for calls: When the toggle is activated, new contacts in KrispCall sync to Follow Up Boss automatically. If the toggle is deactivated, they won’t sync.
Contacts 2-way sync: When the toggle is on, bidirectional contact sync between KrispCall and Follow Up Boss, including existing contacts, occurs. Disabling stops the sync.
Notes logging: When enabled, it syncs call and conversation notes to Follow Up Boss. Disabling it prevents the syncing.
2. Workflow Settings
The workflow settings can be found immediately following the general settings. Initially, all options within the workflow settings are configured to Calls (Engagements). Users can click on these settings and modify them according to their preferences.
Log outgoing answered calls as Calls(Engagements)/Disabled: When set to Calls (Engagements), outgoing answered calls will sync to Follow Up Boss. Disabling them will prevent these calls from syncing.
Log outgoing unanswered calls as Calls(Engagements)/Disabled: When set to Calls(Engagements), outgoing unanswered calls will sync to Follow Up Boss. Disabling it will prevent them from being synced to Follow Up Boss.
Log incoming answered calls as Calls(Engagements)/Disabled: When set to Calls (Engagements), incoming answered calls will sync with Follow Up Boss. If disabled, then they will not sync.
Log incoming unanswered calls as Calls(Engagements)/Disabled: When set to Calls(Engagements), the incoming unanswered calls will be synced to Follow Up Boss. By disabling the setting, they will not be synced.
Log voicemail as Calls(Engagements)/Disabled: When set to Calls(Engagements), the voicemail log will be synced to Follow Up Boss. By disabling the setting, the voicemail log will not be synced to Follow Up Boss.
Log incoming SMS as Disabled/SMS: Enabling SMS will ensure that incoming messages are synced to Follow Up Boss CRM, while disabling the setting will stop the sync.
Log outgoing SMS as DIsabled/SMS: When SMS is enabled, outgoing messages will sync with Follow Up Boss CRM, but if the setting is disabled, they will not sync.
3. Connected Numbers
The connected numbers setting is present after the workflow settings. There are two options available within the connected numbers configuration.
Log phone calls for these phone numbers: This option automatically selects the list of numbers available in the channel during the integration process.
Log SMS for these phone numbers: Similar to the previous option, the list of numbers available in the channel will be selected by default at the time of integration. It is designed to ensure the sms log for the selected numbers is synced at OnePageCRM.
If the user purchases the number after integration, they must manually add that number to the connected numbers.
Note: If no numbers are selected, call logs will not be synchronized in Follow Up Boss.
Updated on: 14/03/2025
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