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Ensure Smooth Data Sync Between Sierra Interactive and Follow Up Boss

Understand how syncing works, what data transfers, and how to troubleshoot common issues between Sierra Interactive and Follow Up Boss.

Overview

The Sierra Interactive and Follow Up Boss (FUB) integration keeps your lead data aligned across both platforms, ensuring your team always works from the most accurate and up-to-date information.

With proper setup and occasional maintenance, syncing allows you to automate data updates, reduce manual entry, and maintain consistency across your systems.

Table of Contents 

  1. How Syncing Works

  2. What Data Syncs Between Sierra and FUB

  3. Before You Sync

  4. Importing Users from FUB

  5. Running a Manual Sync

  6. Resetting the Integration

  7. Best Practices

  8. Troubleshooting & Common Questions

How Syncing Works

Once the integration is enabled, Sierra and FUB automatically share key lead data between platforms. This includes updates to contact details, assignments, and tags.

For leads that exist in only one system or if data becomes misaligned you can run a manual sync to bring both platforms back into alignment.

What Data Syncs Between Sierra and FUB

The following data syncs between both platforms:

  • Lead contact information (name, email, phone, address)
  • Tags
  • Lead source
  • Agent assignments
  • Optional: Notes and phone calls (from FUB to Sierra)

The following data does not sync:

  • Notes or communication history from Sierra to FUB
  • Lead statuses in Sierra
  • Stages in FUB
  • Lender assignments

Understanding what does and does not sync helps set expectations and ensures your team uses each platform effectively.

Before You Sync: User Matching Requirements

For syncing to work correctly, users must exist in both Sierra and FUB with matching email addresses.

This ensures:

  • Leads are assigned to the correct agents
  • Notes and activity stay connected to the right users
  • Sync processes complete successfully

If users are not aligned, certain data, especially assignments, may not sync as expected.

Matching users shown in Sierra Interactive and Follow Up Boss

Importing Users from FUB

To streamline setup, you can import users from FUB directly into Sierra.

What this does:

  • Creates Sierra users for any FUB users that do not already exist
  • Matches users based on email address
  • Helps ensure assignments and communication sync correctly

To import users:

  1. Go to Settings > Integrations > Follow Up Boss
  2. Click Import Follow Up Boss Users to Sierra
  3. Select Import Usersfub step 9

Running a Manual Sync

While syncing happens automatically for most activity, a manual sync can be used to align historical data or connect leads that exist in only one system.

To run a manual sync:

  1. Go to Settings > Integrations > Follow Up Boss
  2. Click Sync Leads Between Follow Up Boss and Sierra
  3. Review your sync options
  4. Click Sync Now

    fub sync step

What to expect:

  • The system will verify that users match before starting
  • Larger syncs may take several hours depending on lead volume
  • You can choose optional settings based on your sync goals

Manual syncs are especially useful after initial setup or when making large updates.

Resetting the Integration

In some cases, you may want to fully reset the integration and reconnect both systems.

This process:

  • Disconnects the current integration
  • Allows you to reconnect using an API key
  • Requires a manual sync afterward to reconnect existing leads

To reset:

  1. Go to Settings > Integrations > Follow Up Boss
  2. Click Edit and proceed to Step 11
  3. Select Remove
  4. Reconnect the integration using a valid API Key
  5. Run a manual sync

Resetting does not delete your data, but it does require re-syncing to restore connections.

Best Practices

To keep your data aligned and your workflows running smoothly:

  • Ensure all users exist in both systems with matching emails
  • Run manual syncs after major updates or changes
  • Schedule large syncs outside of business hours
  • Use a valid API Key created by the FUB account owner
  • Periodically review data to confirm alignment

Troubleshooting & Common Questions

Troubleshooting Common Issues

  • Leads, agent assignments, or tags are not syncing.
    Confirm that all users match on both Sierra and FUB.

  • Leads did not sync from FUB to Sierra.
    Verify that every lead in FUB includes an email address. Leads without an email will not sync with Sierra.

  • The sync process is slow.
    Large syncs can take time; schedule them for outside business hours.

  • Manual sync won’t start.
    Ensure all user discrepancies are resolved first.

FAQs

  • Do I need to run manual syncs regularly?
    No. Most data syncs automatically, but manual syncs are helpful for aligning historical data or resolving gaps.

  • Why are some leads not syncing?
    Leads in FUB must have an email address to sync into Sierra.

  • What happens if I reset the integration?
    Your data remains intact, but you’ll need to run a manual sync to reconnect leads across both systems.