Did you know you can connect ClarityNOW and Follow Up Boss to reduce double entries of data?
- Login to your ClarityNOW Portal
- Click Portal Dashboard
- Click on the "Integrations" option located at the top right corner of your dashboard.
- You will see Follow Up Boss click "launch"
- It will now ask for a API key, for this step you will need to log on to your Follow Up Boss account
Retrieve Your API key
- Log in to your Follow Up Boss account
- Click Admin
- Scroll down to Integrations
- Select API keys & lead emails
- Click Create API Key
- Name the API Key "ClarityNOW"
- Copy the API key and return back to your ClarityNOW account to enter the key and you're done!
Finishing the Integration in ClarityNOW
- Paste API Key into ClarityNOW
- Click complete Integration
You will need to fill out ClarityNOW custom fields when inputting deals into Follow Up Boss