Follow Up Boss + Gmail

"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.

  1. When this happens...
    GmailGmail
    New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

    TriggerPolling
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Add Tags to a Contact

    Adds tags to a contact.

    ActionWrite
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Supported triggers and actions

    • Label or mailboxRequired

    Trigger
    Polling
    Try It
    • Search keywordsRequired

    Trigger
    Polling
    Try It
    • Label/Mailbox

    Trigger
    Polling
    Try It
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn more

Related categories

  • Email
  • Google

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