Follow Up Boss integration with Gmail
How to Send emails in Gmail when deal stages are updated in Follow Up Boss
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 your Gmail account, ensuring the right people are informed about the essential changes in your business deals. Enhance communication and keep track of deal progress effortlessly 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
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send emails in Gmail when deal stages are updated in Follow Up Boss" and then click on "Automate".
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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.
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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.