Follow Up Boss
When this happens...
GmailNew Email Matching Search
Then do this...
Follow Up BossCreate or Update Contact Without Triggering Action Plans

Find yourself searching for the same terms on Gmail over and over again? If you set up this Zapier automation, we can handle that repetitive process for you. After you do, any new email that matches your search on Gmail will automatically trigger the creation of a new contact on Follow Up Boss, watching your mailbox for you constantly so you can be sure to have all your connections at your disposal whenever you need them.

How It Works

  1. A new email matches a search on Gmail
  2. Zapier automatically creates a contact on Follow Up Boss

What You Need

  • Gmail account
  • Follow Up Boss account

Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Follow Up Boss + Gmail and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

Fires when a new contact is created in Follow Up Boss.

New Inquiry or Website Event

Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

New Deal

Fires when a new deal is created in Follow Up Boss.

Create Note

Creates a note on a contact

Tag Added to Contact

Fires when a tag is added to a contact in Follow Up Boss.

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

New Email Matching Search

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

Create Draft

Create (but do not send) a new email message.

New Labeled Email

Triggers when you receive a new email and label it within two days.

Send Email

Create and send a new email message.

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Become a Zapier Integration Partner

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.

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

See Gmail Integrations