ClickFunnels + Gmail + Follow Up Boss Integrations
ClickFunnels + Gmail + Follow Up Boss Integrations
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Do even more with ClickFunnels + Gmail + Follow Up Boss
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with ClickFunnels, Gmail, and Follow Up Boss. And don’t forget that you can add more apps and actions to create complex workflows.
Funnel
Which Funnel should we watch for new Contacts?
Funnel Step
Which Funnel Step should we watch for new Contacts?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Funnel
Which Funnel should we watch for new Purchases?
Funnel Step
Which Funnel Step should we watch for new Purchases?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TagRequired
Tag string to add to contact profile.
EmailRequired
Email of contact profile to receive tag.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
The email for the contact profile.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
Tag to Add to Contact Profile.
EmailRequired
Email Address of Contact Profile that should receive tag.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Exact email search.
ActionThis is an event a Zap performs.SearchFind existing data in your appLabel/Mailbox
Search String
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorsubject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSearch StringRequired
By default this search will trigger on emails in all folders, including Sent emails, which most people don't want. To limit results, like to your inbox, include
in:inbox.This works the same as the search bar you see in Gmail. For example:
from:amy OR from:davidorin:inbox subject:dinner label:my-family. Learn more.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Can have parents via a simple forward slash syntax: "Parent/Child"
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Message to Remove Label(s) FromRequired
Label(s) to RemoveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pipeline name
The pipeline this should trigger on. (optional)
Stage name
The stage this should trigger on. (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Stage name
The stage this should trigger on. (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Team Member(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Action PlanRequired
The Action Plan to apply to the Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Contact's first name. You can also use full name here.
Last Name
Contact's last name.
Email Address
We will search for existing contact with this email address and update if found or create a new contact otherwise.
Phone Number
Contact's phone number.
Source
Name of the website or service where contact is coming from.
Stage
Select a stage to apply to a new contact in Follow Up Boss.
Is Contacted?
Indicates whether you heard back from this person. This usually stops email marketing drip to this person.
Tags
List of tags separated by comma to apply to the contact.
Street Address
Street address of the contact.
City
City of the contact.
State/Province
State or province of the contact.
Zip/Postal Code
ZIP or postal code of the contact.
Price
The estimated sell/buy price for this person.
Custom Field 1 Name
Custom Field 1 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 2 Name
Custom Field 2 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 3 Name
Custom Field 3 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 4 Name
Custom Field 4 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 5 Name
Custom Field 5 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
MessageRequired
Message content of your note.
Subject
You can give your note a title or subject using this field.
Message is HTML
Selecting "yes" will allow your note's HTML to show up in Follow Up Boss. Usually this should be set to "no".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Phone NumberRequired
The phone number of the call to be logged.
TypeRequired
Whether the call was incoming or outgoing.
Note
The log message entered for this call.
Call Duration
Length of the call in seconds.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Team MemberRequired
The team member that will be assigned to this contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Follow Up Boss are located here https://api.followupboss.com/api-documentation/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Funnel
Which Funnel should we watch for new Purchases?
Funnel Step
Which Funnel Step should we watch for new Purchases?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
Select the Static List to add a Contact Profile Email.
EmailRequired
Email Address of Contact Profile to add to List.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FunnelRequired
Which Funnel Should we Opt Contact into?
Funnel StepRequired
Which Funnel Step is this contact going into?
PageRequired
The page associated with the opt-in.
EmailRequired
The email of the opt-in.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ListRequired
Select the Static List to add a Contact Profile Email.
EmailRequired
Email Address of Contact Profile to add to List.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for ClickFunnels are located here https://apidocs.clickfunnels.com/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
The email for the contact profile.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Label
Triggers when you add a new label.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel/Mailbox
(Note: If no Label/Mailbox is selected, this Zap will trigger on all e-mails, including Drafts.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Starred Email
Triggers when you receive a new email and star it within two days.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLabel(s) to Add
Message to be LabeledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Customize the from name (but must be sent via the email address you connected).
Body Type
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger Instructions
Important
If you are using a Gmail trigger for this Zap, we recommend only triggering off of "Inbox" messages to avoid Zap Loops.
For the "New Email Matching Search" Gmail trigger, please add
label:inboxto the end of your "Search String."For the "New Email", "New Labeled Email", and "New Thread" Gmail triggers, please select
INBOXfor the "Label/Mailbox" field.ThreadRequired
If you're not using a Gmail trigger for this Zap, we recommend adding a Search step to find the thread you want.
To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search StringRequired
This works the same as the search bar you see in Gmail. For example:
from:amy OR from:david<orsubject:dinner label:my-family. Learn more. Note: Only one email will be returned by the search.To
Who will this email be sent to? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Cc
Who should be cc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.Bcc
Who should be bcc'd on this email? Multiple email addresses can be entered either individually, or as a comma separated list, eg.
test@example.com,example@example.com.From
Select an email address or alias from your Gmail Account. Defaults to the primary email address.
From Name
Reply To
Specify a single reply address other than your own.
SubjectRequired
Body Type
If using the HTML option, you must add any and all formatting (paragraphs, lists, etc) directly using HTML. Learn more.
BodyRequired
Signature
Include a default signature with the email? Will be placed at end of the message after a line break and another "--" line. Note: Only signatures set as your Gmail account email/alias "Signature Defaults" > "For New Emails Use" are displayed.
Label/Mailbox
Attachments
A file to be attached. Can be an actual file or a public URL which will be downloaded and attached.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag nameRequired
The tag this should trigger on.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Tag(s)Required
Tag(s) to add to a contact (separate multiple with a comma)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
StageRequired
The new stage for this contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
NameRequired
The name of the deal
PipelineRequired
StageRequired
Team Member(s)Required
Description
Description of the deal
Price
The price associated with this deal (whole dollar amount, no decimals or symbols)
Commission
Commission value to assign to this deal (whole dollar amount, no decimals or symbols)
Projected Close Date
The projected close date of this deal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
NameRequired
The name of the task
TypeRequired
Assigned ToRequired
Due
When this task is due.
Is Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Action PlanRequired
The Action Plan to pause for the Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event TypeRequired
Type of event occurred on the website. For lead capture forms use Registration type.
Message
Message from visitor and/or any extra details about the event that you'd like to capture in Follow Up Boss.
First Name
Contact's first name. You can also use full name here.
Last Name
Contact's last name.
Email Address
We will search for existing contact with this email address and update if found or create a new contact otherwise.
Phone Number
Contact's phone number.
Source
Name of the website or service where contact is coming from.
Stage
Select a stage to apply to a new contact in Follow Up Boss.
Is Contacted?
Indicates whether you heard back from this person. This usually stops email marketing drip to this person.
Tags
List of tags separated by comma to apply to the contact.
Street Address
Street address of the contact.
City
City of the contact.
State/Province
State or province of the contact.
Zip/Postal Code
ZIP or postal code of the contact.
Custom Field 1 Name
Custom Field 1 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 2 Name
Custom Field 2 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 3 Name
Custom Field 3 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 4 Name
Custom Field 4 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 5 Name
Custom Field 5 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Street Address
Street address of the property being viewed or inquired about.
City
City of the property being viewed or inquired about.
State/Province
State or province of the property being viewed or inquired about.
Zip/Postal Code
ZIP or postal code of the property being viewed or inquired about.
MLS Number
MLS number of the property being viewed or inquired about.
Price
Price of the property being viewed or inquired about.
Is for Rent?
Indicates if this is a rental property.
URL
Link to the property details page.
Type
Type of the property being viewed or inquired about, e.g. Single Family, Condo, Land, etc.
Bedrooms
Number of bedrooms.
Bathrooms
Number of bathrooms.
Area
Property square footage.
Lot Size
Lot size in arches.
Source
The name of the source where the contact originated. Example, if the lead came to your site through an organic search on www.google.com the source is google
Medium
The medium of the campaign, e.g. for an organic search the medium is "organic"
Term
The search terms entered by the contact
Content
The content of the campaign
Campaign
The name or identifier for this campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How to connect ClickFunnels + Gmail + Follow Up Boss
- Step 1: Authenticate ClickFunnels, Gmail, and Follow Up Boss.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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