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Follow Up Boss

Use Settings > Follow Up Boss to connect Follow Up Boss and manage how data syncs into DocJacket.

Tabs​

The Follow Up Boss settings page includes:

  • Connections — Add, review, and manage Follow Up Boss connections
  • Stages — Review stage configuration
  • Mappings — Map Follow Up Boss fields and stages to DocJacket fields
  • Automations — Manage automation behavior tied to the integration
  • Activity — Review recent sync events and connection activity

Add a connection​

  1. Go to Settings > Follow Up Boss
  2. Open the Connections tab
  3. Click New Connection
  4. Complete the setup modal
  5. Save the connection

After connecting, review sync settings so contacts, deals, and stages move the way your team expects.

Sync settings​

Use sync settings to decide which Follow Up Boss records should create or update DocJacket data.

Review mappings before turning on broad sync. Clean mappings reduce duplicate contacts and make transaction automation more predictable.

Activity​

Use the Activity tab to confirm recent sync behavior and diagnose integration issues. If records do not appear as expected, check activity first, then confirm connection status and field mappings.