Create notes in Follow Up Boss for new Gmail attachments
Effortlessly manage your email attachments and prioritize follow-ups with this seamless workflow. When you receive a new attachment in Gmail, this automation will create a note in Follow Up Boss, ensuring important documents are easily accessible and actionable. Stay organized and never miss an opportunity to connect with clients or prospects again.
Effortlessly manage your email attachments and prioritize follow-ups with this seamless workflow. When you receive a new attachment in Gmail, this automation will create a note in Follow Up Boss, ensuring important documents are easily accessible and actionable. Stay organized and never miss an opportunity to connect with clients or prospects again.
- When this happens...New Attachment
Triggers when you receive a new attachment (triggers once per attachment).
- automatically do this!Create Note
Creates a note on a contact
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