Follow Up Boss integration with Gmail
How to Send emails in Gmail for new Follow Up Boss deals
Effortlessly manage your real estate leads with this handy workflow that connects Follow Up Boss and Gmail. Whenever a new deal is created in Follow Up Boss, an email will be sent through Gmail to keep you updated and help you stay on top of your game. Enhance your lead nurturing process and improve communication with this time-saving automation.
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Send emails in Gmail for new Follow Up Boss deals" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Follow Up Boss integrations
Efficiently manage your Follow Up Boss contacts by sending personalized emails through Gmail whenever a new tag is added to a contact. This automation workflow helps y...
Effortlessly manage your email attachments and prioritize follow-ups with this seamless workflow. When you receive a new attachment in Gmail, this automation will crea...
Effortlessly manage your leads with this Gmail and Follow Up Boss integration. Whenever you receive a new email in Gmail, this workflow will create a note in Follow Up...
Effortlessly track and manage important emails in Follow Up Boss by creating a seamless workflow between your Gmail and Follow Up Boss accounts. When you receive a new...
Effortlessly respond to new contacts in Follow Up Boss with this seamless workflow. Whenever you receive a new contact in Follow Up Boss, an email will be sent from yo...
Effortlessly streamline your lead management process by connecting Gmail and Follow Up Boss. With this automation, whenever a new email matching your specified search ...
Effortlessly organize and manage your new contacts from Follow Up Boss by adding labels to their emails in Gmail. With this workflow, whenever a new contact is added i...
Stay on top of your new contacts in Follow Up Boss by effortlessly preparing an email draft in Gmail with this seamless workflow. Whenever a new contact is added in Fo...
Stay on top of your Follow Up Boss deals by sending customized emails through Gmail whenever a deal stage is updated. This workflow automatically sends an email using ...
Effortlessly manage your real estate leads with this handy workflow that connects Follow Up Boss and Gmail. Whenever a new deal is created in Follow Up Boss, an email ...
Find yourself searching for the same terms on Gmail over and over again? If you set up this Nekton automation, we can handle that repetitive process for you. After you...
Follow Up Boss actions
Nekton can use any feature that is available in Follow Up Boss API.
Using our advanced AI, you can easily create custom automations for Follow Up Boss.
Here are some typical actions you can do in your automated workflows.
Add Collaborators
Adds selected users as collaborated on a given contact.
Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
Create Note
Creates a note on a contact
Log Call
Logs a call on a contact.
Reassign Agent
Assign a different agent to this contact.
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.