Both integrations follow the same shape: you get a credential from the other product, paste it into the card on Integrations, fill in anything else that integration needs, and save. Nothing is sent anywhere until you save, and you can change your mind at any point with Cancel.

Connecting Follow Up Boss pushes every lead who replies to your campaigns straight into your CRM, so you are working one list instead of two.

Create a key specifically for Grassfed rather than reusing one — that way, if you ever want to cut Grassfed off at the source, you can delete that one key without disturbing anything else you have connected.

The card confirms "Follow Up Boss is connected.", the badge turns to Connected, and the key is replaced by its last four characters. That is all Follow Up Boss needs — there is nothing else to configure.

Smartsheet mirrors your replies into a sheet, one row per reply. It needs three things: a token, the sheet to write to, and which column each piece of a reply belongs in.

Smartsheet shows a new token once. Copy it straight into Grassfed — if you lose it, generate another one rather than hunting for it.

The Sheet ID tells Grassfed which sheet to write into. In Smartsheet, open the sheet and go to File → Properties — the Sheet ID is listed there. It is a long run of digits, and Grassfed will reject anything that is not numbers only, which catches the common mistake of pasting the sheet's web address instead.

The Column mapping section is where you tell Grassfed which of your Smartsheet columns each piece of a reply belongs in. Eight pieces of information can be mapped:

Every row is optional — leave a row blank to skip it, and that piece of information simply is not written. Map only what your sheet actually has columns for.

Each box takes a column ID, not a column name. To find one, right-click the column header in Smartsheet and choose Properties. Like the Sheet ID, a column ID is numbers only; if you paste something else, Grassfed tells you to copy the column ID straight from Smartsheet rather than saving a mapping that would fail later.

On a connected card, Configure reopens the same form with your settings already filled in — your Sheet ID and column mapping come back exactly as you left them, so you can adjust one row without redoing the rest.

The credential box is the one thing that never comes back prefilled, because Grassfed does not hand your key back to anybody, including you. Leave it blank to keep the key you already saved. Type in it only when you genuinely want to replace the credential — for example after rotating it in Follow Up Boss or Smartsheet.

Click Save changes and the card confirms "… settings saved."

Important — If a key looks too short

Grassfed rejects a credential under eight characters with "that … looks too short — check you pasted the whole thing." A truncated paste is far more common than a genuinely short key, and storing it would give you a connection that says Connected and then quietly fails on every sync. Copy the whole value and try again.