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Sierra's Integration with Follow-Up Boss

Introduction

Sierra's Integration with Follow Up Boss

Summary

Sierra offers a powerful two-way integration with Follow Up Boss (FUB), allowing for seamless syncing of lead data, communications, and user assignments. To ensure accurate sync behavior, both platforms must have matching user email addresses. This guide walks you through the connection process, configuration options, and best practices.

Why This Feature Matters

Integrating Follow Up Boss with Sierra streamlines lead management, enhances communication tracking, and minimizes manual data entry between the two platforms. When configured properly, the integration ensures:

  • Leads and agent assignments stay in sync

  • Communication history is visible across systems

  • Users save time by reducing the need for dual platform updates

Step-by-Step Instructions

1. Set Up the Integration

  • Go to the gear icon in Sierra → Integrationsfub integrations page

  • Select Follow Up Boss

  • Agree to the acceptable use policy

  • Enter your Follow Up Boss API Keyfub api key

2. Configure Your Sync Settings

Each setting below can be adjusted during setup or later via the Edit button:

  1. Send leads from Sierra to Follow Up Boss automatically

    • Toggle ON or OFF. If OFF, leads can still be sent manually.fub step 1

  2. Use Lead Flow through Follow Up Boss

    • Optional: Apply Auto-Created E-Alerts from Sierra.fub step 2

  3. Choose lead source label

    • Use Sierra site name or original source.fub step 3

  4. Send lead registration events to Follow Up Boss

    • May trigger automation in FUB.fub step 4

  5. Sync new/updated leads from Follow Up Boss to Sierra

  6. Send communication items from Sierra to Follow Up Boss

    • Site messages, emails, logged calls, texts, notesfub step 5

  7. Send communication items from Follow Up Boss to Sierra

    • Phone calls and notesfub step 6

  8. Enable notifications for sync issuesfub step 7

3. Import Follow Up Boss Users to Sierra

  • Click “Import Follow Up Boss Users to Sierra”fub step 9

  • All FUB users without a matching email in Sierra will be imported

  • Click “Import Users” to complete

4. Manually Sync Leads Between Platforms

  • Navigate to the Follow Up Boss Integration in Sierra

  • Click “Sync Leads Between Follow Up Boss and Sierra”

  • Choose your preferred sync settings

  • Click “Sync Now”fub sync step

Best Practices

  • Golden Rule: Users must exist in both systems with the same email address for assignments and communication to sync correctly.

  • Include email addresses for all leads in Follow Up Boss to ensure they sync to Sierra.

  • Avoid using Sierra Lead Ponds with this integration — they are not supported.

  • Be cautious using First to Claim routing in Sierra, as agent assignments may not sync correctly to FUB. Consider using:

    • Manual reassignment in FUB

    • FUB routing rules instead of Sierra’s

    • Alternative routing types in Sierra

  • FUB Lead Ponds will sync leads to Sierra only once the lead is claimed or reassigned.

  • Agent assignment updates in either system will reflect in the other within ~10 minutes.

Troubleshooting Common Issues

Issue Solution
Lead not syncing from FUB to Sierra Ensure the lead has an email address in FUB
Agent assignments don't match Verify user emails match in both systems. Avoid “First to Claim” routing in Sierra
Lead Ponds not behaving as expected FUB Lead Ponds require lead claim or reassignment before agent assignment syncs
Communication not syncing Double-check that message sync settings are toggled ON in both directions
Users missing in Sierra Use the “Import Follow Up Boss Users to Sierra” option
 

FAQs

Q: What happens if a lead already exists in FUB when it registers in Sierra?
A: Sierra will assign the lead to the same agent the lead is already assigned to in Follow Up Boss.

Q: Do lead tags sync between systems?
A: Yes. Lead tags added in either platform will sync to the other.

Q: Are listing alerts and lead activity visible in Follow Up Boss?
A: Yes. When a lead views or saves listings on your Sierra site, that info is pushed to FUB. Listing Alerts must be set up in Sierra for the lead link to appear in Follow Up Boss.

Q: Are secondary contact details shared?
A: Yes. Secondary phone numbers and emails in Sierra will push to FUB.

Q: Can I view lead details in both systems?
A: Yes. Each lead record will contain a link to view the lead in the other system.