Create notes in Follow Up Boss for new matching emails found in Gmail
Effortlessly track and manage important emails in Follow Up Boss by creating a seamless workflow between your Gmail and Follow Up Boss accounts. When you receive a new email matching a specific search in Gmail, this automation will instantly create a note in Follow Up Boss, ensuring you never miss crucial information. Stay on top of your interactions and improve productivity with this time-saving solution.
Effortlessly track and manage important emails in Follow Up Boss by creating a seamless workflow between your Gmail and Follow Up Boss accounts. When you receive a new email matching a specific search in Gmail, this automation will instantly create a note in Follow Up Boss, ensuring you never miss crucial information. Stay on top of your interactions and improve productivity with this time-saving solution.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
- automatically do this!Create Note
Creates a note on a contact
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