{"id":782,"date":"2026-10-12T08:39:07","date_gmt":"2026-10-12T13:39:07","guid":{"rendered":"https:\/\/realdialer.com\/help\/integrations-follow-up-boss-sync\/"},"modified":"2026-10-12T15:09:21","modified_gmt":"2026-10-12T20:09:21","slug":"integrations-follow-up-boss-sync","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/integrations\/integrations-follow-up-boss-sync\/","title":{"rendered":"Choose what syncs with Follow Up Boss"},"content":{"rendered":"

What it is<\/h2>\n

Once Follow Up Boss is connected, a Two way sync<\/strong> panel appears under its card. You choose what goes out of RealDialer, whether people come in, and which Follow Up Boss stage moves on which call result.<\/p>\n

Where to find it<\/h2>\n

Settings > Integrations > Connections > Follow Up Boss > Two way sync<\/p>\n

\"Choose
Choose what syncs with Follow Up Boss: Sync settings are here.<\/figcaption><\/figure>\n

Steps<\/h2>\n
    \n
  1. Under Out of RealDialer<\/strong>, tick what you want sent: Log every conversation as a call in Follow Up Boss<\/strong>, Also log no answers and busy signals<\/strong>, Callbacks become Follow Up Boss tasks<\/strong>, Appointments become Follow Up Boss appointments<\/strong>, and Tag people by outcome<\/strong>.<\/li>\n
  2. To move stages, press Load your stages<\/strong>, then pick a stage next to each call result. Leave one on Leave as is<\/strong> to leave the stage alone.<\/li>\n
  3. Under Into RealDialer<\/strong>, tick Keep a Follow Up Boss list in RealDialer<\/strong>.<\/li>\n
  4. Choose Only people assigned to me<\/strong> or Everyone my key can see<\/strong>.<\/li>\n
  5. Press Save sync settings<\/strong>.<\/li>\n
  6. Press Import now<\/strong> to pull people in right away.<\/li>\n<\/ol>\n

    Good to know<\/h2>\n
      \n
    • Changes queue instantly and send within a minute. The panel shows how many were sent, waiting, failed and linked.<\/li>\n
    • People arrive in a list called Follow Up Boss and stay current every five minutes. Follow Up Boss wins on names and addresses. Nothing is ever deleted in either system.<\/li>\n
    • With a Follow Up Boss account owner’s key, live updates are on and changes arrive the moment they happen. With an agent’s key, changes come on the five minute check.<\/li>\n
    • Tags used are RealDialer Lead, RealDialer Appointment, RealDialer Listing, Not Interested and Do Not Call.<\/li>\n
    • Import everything again<\/strong> does a full re-import if something looks out of date.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

      Once Follow Up Boss is connected, a Two way sync panel appears under its card. You choose what goes out of RealDialer, whether people come in, and which Follow Up Boss stage moves on which call result.<\/p>\n","protected":false},"featured_media":1450,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/settings\/integrations","_rd_doc_source_id":"integrations-follow-up-boss-sync","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"Once Follow Up Boss is connected, a Two way sync panel appears under its card. You choose what goes out of RealDialer, whether people come in, and which Follow Up Boss stage moves on which call result.","footnotes":""},"rd_doc_category":[27],"class_list":["post-782","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-integrations"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/782","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":2,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/782\/revisions"}],"predecessor-version":[{"id":1451,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/782\/revisions\/1451"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1450"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=782"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=782"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}