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How do I connect Follow Up Boss?

Updated today

Steps

  1. Click your name on the bottom left β†’ Settings

  2. Click Integrations

  3. Click Add Integration β†’ Follow Up Boss

  4. Sign in with Google or log in with your email

  5. Grant access to all permissions requested

Once connected, your contacts will automatically sync with Follow Up Boss going forward. The connection uses secure OAuth and tokens refresh automatically.

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