Welcome To HLAPPS

1

Authorize Your Account

2

Fill Out Onboarding Form

Complete the onboarding form to connect your account setup and ensure a seamless start.

URGENT! You Must enter the same email address on this form as you have in your company settings or it will fail.

3

Add Embedded App

Complete the onboarding form to connect your account setup and ensure a seamless start.

  • Go to the Integrations Tab in Follow up boss, scroll down to Embedded Apps.

  • Look for HighLevel Logo, open and click Enable.

  • Open a contact record, scroll to bottom right side and drag it up to top

4

OPTIONAL- IMPORT SNAPSHOT

Import our Snapshot that will Trigger notes to FUB for Twilio message Errors.

5

Contacts !!!! READ THIS To Avoid Potential Duplicated Contacts. IF YOU HAVE Existing Contacts in HighLevel.

Follow Up Boss Contacts will always be the Source of Truth in any Conflicts.

1. Make Sure Duplicate Contacts in your HighLevel

Account is Turned off!. ( Company Settings )

2. Best Practice: Push Sync all of your FUB Contacts to GHL to map the GHLID in FUB. Add the Tag: hlapps_transfer to all of your contacts.

How we Match Contacts:

Follow Up Boss to GHL.

When a : hlapps_ tag is added , or an outbound message is sent , our system will first attempt to match the contact by the GHLID if already exists in FUB, if not we search GHL to map the contact via phone number first then email address, if neither exists we create a new contact in GHL .

HighLevel to Follow up Boss:

When a: fub_ tag is added, or outbound sms or email is sent, or a Note is Created we push the corresponding event to Fub and attempt to map the contact by first by mapping the GHLID to the contact Custom field in Follow up Boss, if no match then we attempt to match that contact via phone, if no match then email. If no matches are found we create a new contact in Fub.

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