"tag new contacts in Follow Up Boss when a matching email appears in Gmail"
Streamline your client relationship management with this smooth workflow. When a new email appears in your Gmail that matches a specific search, this integration will promptly add tags to a contact in your Follow Up Boss app. This way, you can keep all your client information organized with minimal effort, helping you focus on forging deeper relationships rather than administrative tasks.
Streamline your client relationship management with this smooth workflow. When a new email appears in your Gmail that matches a specific search, this integration will promptly add tags to a contact in your Follow Up Boss app. This way, you can keep all your client information organized with minimal effort, helping you focus on forging deeper relationships rather than administrative tasks.
- 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 Tags to a Contact
Adds tags to a contact.
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