How to connect my ClarityNOW account to Follow Up Boss

Did you know you can connect ClarityNOW and Follow Up Boss to reduce double entries of data?

  1. Login to your ClarityNOW Portal
  2. Click Portal Dashboard
    dashboard
  3. Click on the "Integrations" option located at the top right corner of your dashboard.FUB
  4.  You will see Follow Up Boss click "launch"
  5. 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 

  1. Log in to your Follow Up Boss account 
  2. Click Admin
  3. Scroll down to Integrations
  4. Select API keys & lead emails
  5. Click Create API Key
  6. Name the API Key "ClarityNOW"
  7. Copy the API key and return back to your ClarityNOW account to enter the key and you're done!

Finishing the Integration in ClarityNOW

  1. Paste API Key into ClarityNOW
  2. Click complete Integration

You will need to fill out ClarityNOW custom fields when inputting deals into Follow Up Boss