TL;DR: Connect your CRM in the web app under Settings › Connections. Then use Add under any call summary to send that call's notes to an existing lead or create a new one. Each agent connects their own CRM account.

Follow Up Boss

1. Go to app.asksayso.com and sign in
2. Open Settings › Connections
3. Click Follow Up Boss and sign in to FUB when asked
4. Approve access. You'll land back in Sayso, connected.

SureSend

SureSend connects with an API token you create in SureSend.

1. In SureSend, open Settings › API tokens
2. Click New, name it Sayso, and leave the expiry blank
3. Copy the token before you click Done. SureSend only shows it once. If you missed it, revoke that token and make a new one.
4. In Sayso, open Settings › Connections › SureSend, paste the token, and click Connect

Send notes to your CRM

1. In the web app, open Conversations and pick a call. Refresh the page if today's call isn't showing yet.
2. Under the summary, click Add
3. Search for the lead, or choose Create lead to make a new one with the notes attached

Good to know

• Connections are per user, not per team. Every agent on a team connects their own CRM account.
• Fields Sayso didn't hear on the call sync as "Not captured", which tells you what to ask next time.
• Smart Capture can mishear names and street names. Glance at the notes before you send them.