Skip to content
  • There are no suggestions because the search field is empty.

Sync Sierra Interactive & Follow Up Boss 

By connecting the Sierra platform and FUB, users can automate lead management workflows. This integration creates a unified data ecosystem, providing your team with persistent, up-to-date information across both software environments.

This guide will walk you through setting up the connection, configuring your sync settings, and adopting best practices to maintain a smooth and efficient workflow.

Table of Contents

  1. Why This Feature Matters

  2. How to Set Up the Integration

  3. How to Manage and Troubleshoot Your Sync

  4. Best Practices for a Healthy Sync

  5. Frequently Asked Questions (FAQ)

Why This Feature Matters

Manually entering leads or updating contact information across two different systems is time-consuming and prone to error. When your CRM and your lead follow-up tool don't communicate, your team can waste valuable time on administrative tasks, miss conversion opportunities, and work with outdated information.

This integration solves that problem by creating a reliable, automated bridge between Sierra Interactive and Follow Up Boss. It ensures that lead assignments, contact details, and communications are consistent, giving your team a single source of truth and more time to focus on what matters: nurturing leads and closing deals.

Real-world Examples:

  • Automatic Lead Handoff: A new lead registers on your Sierra website. It's automatically created in FUB and assigned to the right agent according to your rules, allowing for immediate follow-up without any manual entry.
  • Synced Communications: An agent logs a call in Follow Up Boss. That communication history automatically appears in the lead's record in Sierra, giving anyone who views the lead full context on recent interactions.
  • Accurate Agent Assignments: When a lead is reassigned from Agent A to Agent B in Sierra, the change is reflected in FUB within minutes, ensuring the new agent has all the information needed to take over.

Back to Top

How to Set Up the Integration

Follow these steps to connect your Sierra Interactive and Follow Up Boss accounts for the first time.

The FUB API Key must be created under the owner-level user of the FUB Account. If it is created under an Admin or Agent, it will not have the permissions to work.

1. Connect to Follow Up Boss

  1. Navigate to the Settings gear icon in your Sierra account and select Integrations.
  2. Find and click on the Follow Up Boss option.
  3. Agree to the acceptable use policy.
  4. Enter your Follow Up Boss API Key and click connect. You can find your API key in FUB under Admin > More > API.

2. Configure Your Sync Settings

Once connected, you can customize how data flows between the two platforms.

  • Send leads from Sierra to FUB automatically: Toggle this ON if you want all new Sierra leads to be created in FUB instantly. If OFF, you can still send leads manually.
  • Sync new/updated leads from FUB to Sierra: Toggle this ON to ensure that leads created or updated in FUB are also created or updated in Sierra.
  • Choose lead source label: Decide whether the lead source in FUB should be your Sierra site name or the lead's original source (e.g., "Zillow," "Facebook").
  • Send communication items from Sierra to FUB: Sync site messages, emails, logged calls, texts, and notes from Sierra to the corresponding lead in FUB.
  • Send communication items from FUB to Sierra: Sync phone calls and notes logged in FUB to the corresponding lead in Sierra.
  • Enable notifications for sync issues: Turn this ON to receive alerts if there are any problems with your data sync.

3. Import Users from Follow Up Boss

For the sync to work correctly, every user must exist in both systems with the exact same email address.

  1. Click the Import Follow Up Boss Users to Sierra button.
  2. The system will show you a list of all FUB users who do not have a matching email address in Sierra.
  3. Click Import Users to create them in Sierra.

Back to Top

How to Manage and Troubleshoot Your Sync

Even with a great setup, you may occasionally need to perform a manual sync or reset the connection to resolve issues.

The Golden Rule: Match Your Users

Before any troubleshooting, always verify that every user exists in both Sierra and FUB with the exact same email address. Mismatched emails are the most common cause of sync failures for agent assignments and communications.

Perform a Full Manual Sync

A manual sync is useful for aligning historical data or fixing widespread discrepancies.

  1. Navigate to Settings > Integrations > Follow Up Boss.
  2. Click the Sync Leads Between Follow Up Boss and Sierra button.
  3. The tool will first check for user email mismatches. If any are found, you must correct them before you can proceed.
  4. Once users are verified, the sync will begin. This process can take several hours, so it's best to run it overnight.

What Syncs During a Manual Sync?

  • Lead contact information (Name, Email, Phone, Address)
  • Tags
  • Lead Source
  • Agent Assignments
  • Notes and phone calls (optional, from FUB to Sierra)

Reset the Integration

If you continue to experience issues, a full reset can help.

  1. Go to Settings > Integrations > Follow Up Boss and click Edit.
  2. Proceed to the final step and click Remove to disconnect the integration.
  3. Wait for an email confirming the disconnection is complete.
  4. Reconnect the integration by entering your FUB API Key again.
  5. After reconnecting, run a Full Manual Sync to relink your historical lead data.

Back to Top

Best Practices for a Healthy Sync

  • Maintain User Hygiene: The most important rule is to ensure users have the same email in both systems. This is critical for agent assignments to sync correctly, which directly impacts commission tracking and accountability.
  • Require Email Addresses for FUB Leads: For a lead to sync from FUB to Sierra, it must have an email address. Enforce this as a team-wide data entry standard.
  • Avoid Unsupported Features: Sierra's "First to Claim" routing and Lead Ponds are not fully compatible with the FUB integration and can cause agent assignment conflicts. Consider using FUB's native routing rules or manual assignment instead.
  • Schedule Syncs After Hours: If you need to run a full manual sync, schedule it for the end of the day or overnight to avoid disrupting your team's workflow.

Back to Top

Frequently Asked Questions (FAQ)

What happens if a new lead from Sierra already exists in FUB?

Sierra is smart enough to recognize the existing lead. It will assign the lead to the same agent it is already assigned to in Follow Up Boss, preventing duplicates.

Do lead tags sync between systems?

Yes, tags are synced in both directions. If you add a tag like "Hot Buyer" in Sierra, it will appear on the lead's record in FUB, and vice versa.

Is lead website activity visible in Follow Up Boss?

Yes. When a lead views properties, saves a favorite, or performs other actions on your Sierra website, that activity is pushed to their timeline in FUB.

Can I see a lead's profile in the other system?

Yes. Each lead record in Sierra will include a direct link to view that lead's profile in Follow Up Boss, and FUB provides a link back to the Sierra profile.

I have data in both platforms already; what happens if I run a manual sync now?

Running a manual sync will not merge your existing historic data. It serves specifically to bridge the two accounts for future use, ensuring that any new communication triggered after the sync is successfully logged in both FUB and SI.

Back to Top