Follow Up Boss + Zoho Mail

Apply Follow Up Boss action plans to contacts from new tagged Zoho Mail emails

Boost productivity and streamline your tasks with this easy-to-use workflow connecting Zoho Mail and Follow Up Boss. Whenever you receive a new tagged email in Zoho Mail, an action plan is instantly applied to a contact in Follow Up Boss. This strategic automation simplifies your routines, enabling you to focus on more critical tasks. Furthermore, it fosters targeted interactions, ensuring a fluid connection between your tools.

When this happens...
New Tagged Email
Triggers when a new email is received and you tag it within two days.
TriggerPolling
automatically do this!
Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
ActionWrite

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Supported triggers and actions

- Folder Name
- Group Result
- Account Details
Trigger
Polling
Try It
- Tag NameRequired
- Group Result
- Account Details
Trigger
Polling
Try It
- Account Details
- Folder NameRequired
- Parent Folder
Action
Write
- Task TitleRequired
- Task Description
- Due Date
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It

- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search

- Group Result
- Account Details
- Search ValueRequired
Trigger
Polling
Try It
- Account Details
- ToRequired
- Cc
- BCC
- FromRequired
- SubjectRequired
- Body Type
- BodyRequired
Action
Write
- Account Details
- Tag NameRequired
- Tag Color
Action
Write
- ToRequired
- Cc
- BCC
- FromRequired
- SubjectRequired
- Body Type
- BodyRequired
- Attachments
Action
Write
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 IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

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

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CRM (Customer Relationship Management)

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About Zoho Mail

Zoho Mail is a collaborative business communication platform for the modern workforce. It is a blend of classic email and the modern collaboration tools using comments, likes and sharing.

Learn more

Follow Up Boss + Zoho Mail

Apply Follow Up Boss action plans to contacts from new tagged Zoho Mail emails

New Email

New Tagged Email

Create Folder

Create New Task

API Request (Beta)

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

New Email Matching Search

Create Draft

Create Tag

Send Email

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

About Follow Up Boss

Related categories

Similar apps

Zapier Forms

About Zoho Mail

Related categories

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