Add new Gmail emails matching search to Follow Up Boss as collaborators
Effortlessly streamline your lead management process by connecting Gmail and Follow Up Boss. With this automation, whenever a new email matching your specified search criteria arrives in your Gmail inbox, the sender will be added as a collaborator in Follow Up Boss. This ensures a smooth flow of information between your email and CRM, resulting in better engagement and organization with your leads.
Effortlessly streamline your lead management process by connecting Gmail and Follow Up Boss. With this automation, whenever a new email matching your specified search criteria arrives in your Gmail inbox, the sender will be added as a collaborator in Follow Up Boss. This ensures a smooth flow of information between your email and CRM, resulting in better engagement and organization with your leads.
- When this happens...New Email Matching Search
Triggers when you receive a new email that matches a search string you provide.
- automatically do this!Add Collaborators
Adds selected users as collaborated on a given contact.
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