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Follow Up Boss + Microsoft Outlook

Follow Up Boss + Microsoft Outlook

Follow Up Boss + Microsoft Outlook integrations

Send emails in Microsoft Outlook when deal stages are updated in Follow Up Boss

Stay on top of your Follow Up Boss deals and keep your clients informed with this seamless workflow. When a deal stage is updated in Follow Up Boss, an email will be sent through Microsoft Outlook to notify the relevant parties. This automation ensures timely communication and helps maintain a smooth sales process, without any manual effort.

  1. When this happens...
    Deal Stage Updated
    Deal Stage Updated
    Deal Stage UpdatedFires when the stage of a deal is updated in Follow Up Boss.
  2. automatically do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
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More things you can do with Follow Up Boss and Microsoft Outlook

Discover other triggers and actions you can use with Follow Up Boss and Microsoft Outlook

  • Follow Up Boss triggers, actions, and search
    New Appointment

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

    Trigger
    Instant
    Try It
    • Pipeline name
    • Stage name
    Trigger
    Instant
    Try It
    • Stage name
    Trigger
    Instant
    Try It
    • Contact Phone, Email, or ID
      Required
    • Team Member(s)
    Action
    Write
  • Follow Up Boss triggers, actions, and search
    New Deal

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

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search
    New Contact

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

    Trigger
    Instant
    Try It
    • Tag name
      Required
    Trigger
    Instant
    Try It
    • Contact Phone, Email, or ID
      Required
    • Tag(s)
      Required
    Action
    Write
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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.
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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