Resolving Follow Up Boss (FUB) Integration Issues with Mojo

Integrating Follow Up Boss (FUB) with Mojo Dialer enhances your ability to manage and follow up with leads effectively. However, some users may encounter issues where leads within Mojo are not syncing properly with FUB. This article provides a detailed guide on troubleshooting these issues and ensuring smooth integration.

Understanding the Integration Process

The integration between Follow Up Boss (FUB) and Mojo requires several steps to ensure leads are syncing properly. After securing your FUB API Key, the subsequent steps involve managing Stages and Smart Lists to determine how information flows between the two platforms.

Setting Up Integration

To begin, make sure to access your Integration Settings within Mojo. Navigate through the following path:

• Settings → Integrations → Follow Up Boss.

Here, you will find your FUB API Key along with the options to manage Stages and Smart Lists. Correct configuration of these elements is crucial to ensure leads are transferred accurately and efficiently.

Managing Stages

By clicking on Manage Stages, you will see all Stages from your FUB account. It is important to decide the synchronization option for each stage:

• Not Sync: Chosen stages won’t be synchronized.
• One-way (FUB → Mojo): Leads in this stage from FUB will synchronize into Mojo.
• Two-way (Mojo ↔ FUB): Any changes in either FUB or Mojo will reflect on both platforms.

Correctly syncing these stages helps ensure the necessary data travels between your FUB and Mojo accounts smoothly.

Managing Smart Lists

Managing Smart Lists involves selecting the lists you wish to sync with Mojo. It is important to remember that:

• Smart Lists must contain fewer than 2,000 contacts due to FUB restrictions. Lists larger than this will not sync.
• Any desirable Smart List must be initially configured in FUB and cannot be edited within Mojo.

Once synced, it allows dialing directly from Mojo and categorized groups corresponding to your Stages or Smart Lists.

Important Considerations

When working with this integration, consider that FUB transmits data to Mojo at a rate of 1,000 leads per hour. To avoid overloading the system, it's advisable to sync data in manageable, smaller batches. This pacing helps ensure that all updates are processed smoothly and efficiently.

Additionally, while you may manage which contacts are part of your Smart Lists from within FUB, Mojo provides the functionality to make calls directly after these lists are synced and arranged. Individual contacts from Mojo can also be sent back into FUB by assigning them to a particular Stage Group.

Troubleshooting Email Changes and Integration Updates

If changes to your email or user information are required:

1. Log into your FUB account using your most recent email.
2. Navigate to the Account section.
3. Click Edit Information to modify your email, ensuring it aligns with your current user requirements.
4. After updating, use the new email credentials for future logins.

By maintaining updated login information, you ensure continuity in accessing both Mojo and FUB and that integration updates proceed unobstructed.

Conclusion

Efficiently managing Follow Up Boss and Mojo integration requires precise setup of API Key usage, Stage and Smart List synchronization, and accommodating potential FUB limitations. By following the outlined steps and monitoring data transfer rates, users can seamlessly manage leads across both applications, ensuring enhanced productivity and follow-up efficiency.

For any additional support or personalization of your integration settings, it is recommended to consult with the respective platform's customer service team, who may provide customized assistance tailored to your specific needs.