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KW Command and Follow Up Boss

Sarah Mouton

If you're new to PieSync, this guide will you get started with the essentials.

PieSync will sync the contacts of Follow Up Boss with KW Command's Contacts database.

When you sync Command with Follow Up Boss, you can customize the following four elements to your sync.

  1. Sync direction
  2. Connection rules
  3. Connection settings
  4. Field mappings

There is no one typical use case, no one best practice that can be documented to sync Command and Follow Up Boss. We'll provide various different tips, rules, and field mappings for you to draw inspiration from. You don't have to use them all!

Sync direction

Start by choosing the direction of your sync. You can consider three different settings.

  1. Most agents opt for a two-way sync, allowing records to be modified by PieSync in either system. This is the setup we see most commonly as it would enable contacts to move and be modified through Command into Follow Up Boss as well as the other way round.

KW followupboss 2way 2 arrows

  1. You could choose for a strict one-way sync from Follow Up Boss into Command. You don't want Command to be touching your Follow Up Boss ever.

KW Mailchimp one way arrow

  1. Of course, there's the opposite way too. Through PieSync's rules you define which data can move into Follow Up Boss.

KW fOllowupboss arrows 1way to FUB

Connection rules

On to the connection rules. These define which contacts are in the scope of the sync. Rules come with filters and actions which will prove tremendously useful in syncs with other apps such as CRMs or marketing platforms.

KW follow up boss rules all to all

Leaving the default setup, PieSync would create in Follow Up Boss any newly created Command contacts (1), as well as in fact create any new Follow Up Boss contacts in Command (2). Once they are created or identified, it would update and keep those contacts in continuous sync (3). It would do the same in the other way round, requiring PieSync to identify which contacts are potentially already present in both systems.

PieSync matches contacts on the basis of their email address exclusively

This default setup works perfectly for most agents. PieSync will make sure the addressbook in Follow Up Boss stays in sync with the contacts data in KW Command.

Stage & Tag syncing

If you like a bit more control, and don't want to overload either system with contacts, you could filter the rules. For instance, filter KW Command's rule to only sync contacts in a certain stage. In the following two rules, we only allow PieSync to start syncing Clients or Qualified leads.

KW Follow Up Boss syncing stages

Connection Settings

Underneath the rules, we give you some easy toggles to play around with to tweak your connection even more.

Only sync contacts with an email address

'Avoid Duplicates' is enabled in the configuration set-up so that PieSync will only sync contacts that have an email address. We use the email address as the main identifier for a contact in order for us to prevent creating duplicates and to match and enrich contacts where possible in both applications. Read more about this

KW Follow up boss extra settings

Field mappings

Default field mappings

The field mapping defines how contacts will sync. A huge time & lifesaver in PieSync is that most of these are automatically set for all basic contact fields that Command & Follow Up Boss share by default.

Typically it's best to keep these default field mappings all activated as they represent the essential contact attributes that you would not want to grow out of sync in any circumstance.

KW followupboss default field mapping

Customizable field mappings

Field mapping also includes ability to include the mapping of Number of children, a field that can be created in Follow Up Boss as well. Mappings are fully customizable not only before setting up a new sync, but it can also be modified for an ongoing sync.

KW Follow up boss custo fields

If your tags in Command are used in the same way as Follow Up Boss, consider setting up a mapping for tags.

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PieSync syncs more than just Follow Up Boss

Being able to sync Command with Follow Up Boss aids in frictionless selling because it keeps the underlying contact data in sync, and saves time in manual import/export operations.

That ease of use & data consistency comes in handy as well when syncing contacts to a billing app, or a secondary CRM, a VOIP system, or even another dedicated marketing platform.

Here’s what this could look like syncing not only Command and Follow Up Boss, but Google Contacts and Dotloop as well.

KW overview Mailchimp Dotloop Google contacts

PieSync is not only a turnkey solution to sync Command and Follow up Boss exclusively. In fact, it solves a data problem that goes beyond these two apps. On average, users tend to connect 3-4 applications all through PieSync.

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