Follow Up Boss, Close CRM, Gmail Integrations

Close CRM
Follow Up Boss
Gmail
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What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Follow Up Boss

Watch Appointment Created INSTANT

Triggers when an appointment has been created.

Follow Up Boss

Watch Contact Stage Updated INSTANT

Triggers when a contact stage has been updated.

Follow Up Boss

Watch Deal Stage Updated INSTANT

Triggers when a deal stage has been updated.

Follow Up Boss

Watch New Contact INSTANT

Triggers when a contact has been created.

Follow Up Boss

Watch New Deal INSTANT

Triggers when a new deal has been created.

Follow Up Boss

Watch Tags Added to a Contact INSTANT

Triggers when tags have been added to a contact.

Close CRM

Watch Email Sequence Created / Updated INSTANT

Triggers when an email sequence is created or updated.

Close CRM

Watch Lead Status Changed INSTANT

Triggers when an existing lead's status has been changed.

Close CRM

Watch Meeting Status Changed INSTANT

Triggers when a meeting is created, started, completed or canceled.

Close CRM

Watch Membership Activated / Deactivated INSTANT

Triggers when a new membership is activated or deactivated.

Close CRM

Watch New Call Activity INSTANT

Triggers when a new call activity is logged.

Close CRM

Watch New Contact INSTANT

Triggers when a new contact is created.

Close CRM

Watch New Email Activity INSTANT

Triggers when a new email activity is created.

Close CRM

Watch New Export INSTANT

Triggers when a new export is created.

Close CRM

Watch New Inbox Item INSTANT

Triggers when a new inbox item is created.

Close CRM

Watch New Lead INSTANT

Triggers when a new lead is created.

Close CRM

Watch New Note Activity INSTANT

Triggers when a new note activity is created.

Close CRM

Watch New Opportunity INSTANT

Triggers when a new opportunity is created.

Close CRM

Watch New Smart View INSTANT

Triggers when a new smart view is created.

Close CRM

Watch New SMS Activity INSTANT

Triggers when a new SMS activity is created.

Close CRM

Watch New Task INSTANT

Triggers when a new task is created.

Close CRM

Watch Opportunity Status Changed INSTANT

Triggers when an existing opportunity status has been changed.

Gmail

Watch emails

Triggers when a new email is received to be processed according to specified criteria.

Actions

Follow Up Boss

Add Tags to a Contact

Adds tags to a contact.

Follow Up Boss

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

Follow Up Boss

Create a Contact

Creates a new contact.

Follow Up Boss

Create a Deal

Creates a new deal.

Follow Up Boss

Create an Inquiry or a Website Event

Sends in a lead or event related to a lead.

Follow Up Boss

Create a Note

Creates a note on a contact.

Follow Up Boss

Create a Task

Create a task for a contact.

Follow Up Boss

Delete a Contact

Deletes a contact specified by ID.

Follow Up Boss

Delete a Deal

Deletes a deal specified by ID.

Follow Up Boss

Delete a Note

Deletes a note specified by ID.

Follow Up Boss

Delete a Task

Deletes a task specified by ID.

Follow Up Boss

Get a Call

Retrieves a call details specified by ID.

Follow Up Boss

Get a Contact

Retrieves a contact details specified by ID.

Follow Up Boss

Get a Deal

Retrieves details of a deal specified by ID.

Follow Up Boss

Get a Note

Retrieves details of a note specified by ID.

Follow Up Boss

Get a Task

Retrieves a task details specified by ID.

Follow Up Boss

Log a Call

Logs a call on a contact.

Follow Up Boss

Make an API Call

Performs an arbitrary API call.

Follow Up Boss

Update a Contact

Updates a client specified by ID.

Follow Up Boss

Update a Deal

Updates a deal specified by ID.

Follow Up Boss

Update an Action Plan for a Contact

Allows to resume or to pause an action plan for a specific contact.

Follow Up Boss

Update a Note

Updates a note specified by ID.

Follow Up Boss

Update a Task

Updates a task specified by ID.

Close CRM

Create a Contact

Creates a new contact.

Close CRM

Create a Lead

Creates a new lead.

Close CRM

Create an Email Activity

Creates a new email activity.

Close CRM

Create an Email Sequence

Creates a new email sequence.

Close CRM

Create an Export

Creates a new export.

Close CRM

Create an Opportunity

Creates a new opportunity.

Close CRM

Create a Note Activity

Creates a new note activity.

Close CRM

Create an SMS Activity

Creates a new SMS activity.

Close CRM

Create a Smart View

Creates a new smart view.

Close CRM

Create a Task

Creates a new task.

Close CRM

Delete a Call Activity

Deletes a call activity.

Close CRM

Delete a Contact

Deletes a contact.

Close CRM

Delete a Lead

Deletes a lead.

Close CRM

Delete an Email Activity

Deletes an email activity.

Close CRM

Delete an Opportunity

Deletes an opportunity.

Close CRM

Delete a Note Acivity

Deletes a note activity.

Close CRM

Delete an SMS Activity

Deletes an SMS activity.

Close CRM

Delete a Smart View

Deletes a smart view.

Close CRM

Delete a Task

Deletes a task.

Close CRM

Export an Activity Report to CSV

Exports an activity report to the CSV file.

Close CRM

Get a Call Activity

Gets a single call activity.

Close CRM

Get a Contact

Gets a single contact.

Close CRM

Get a Lead

Gets a single lead.

Close CRM

Get a Lead Status Change Report

Gets a lead status change report for your organization.

Close CRM

Get an Activity Report

Gets an activity report for your organization.

Close CRM

Get an Email Activity

Gets a single email activity.

Close CRM

Get an Email Sequence

Gets an existing email sequence.

Close CRM

Get an Export

Gets a single export.

Close CRM

Get an Opportunity

Gets a single opportunity.

Close CRM

Get an Opportunity Status Change Report

Gets an opportunity status change report for your organization.

Close CRM

Get a Note Activity

Gets a single note activity.

Close CRM

Get an SMS Activity

Gets a single SMS activity.

Close CRM

Get a Random User

Gets a random user from your organization.

Close CRM

Get a Sent Emails Report

Gets a report about sent emails grouped by template for your organization.

Close CRM

Get a Smart View

Gets a single smart view.

Close CRM

Get a Task

Gets a single task.

Close CRM

Get a User

Gets a user by ID.

Close CRM

Log a Call Activity

Logs a completed call activity.

Close CRM

Make an API Call

Performs an arbitrary authorized API call.

Close CRM

Merge Two Leads

Merges one lead into another lead.

Close CRM

Subscribe a Contact to Email Sequence

Subscribes a contact to an email sequence.

Close CRM

Update a Contact

Updates a contact.

Close CRM

Update a Lead

Updates a lead.

Close CRM

Update an Email Sequence

Updates an existing email sequence.

Close CRM

Update an Opportunity

Updates an opportunity.

Close CRM

Update a Note Activity

Updates a note activity.

Close CRM

Update a Phone Number

Updates a phone number.

Close CRM

Update a Smart View

Updates a smart view.

Close CRM

Update a Task

Updates a task.

Gmail

Copy an email

Copies an email or a draft into a selected folder.

Gmail

Create a draft

Creates a new draft and adds it to a selected folder.

Gmail

Delete an email

Removes an email or a draft from a selected folder.

Gmail

Mark an email as read

Marks an email or a draft in a selected directory as read by setting the "Read" flag.

Gmail

Mark an email as unread

Marks an email or draft in a selected directory as unread by setting the "Unread" flag.

Gmail

Modify email labels

Modifies labels on the specified email message.

Gmail

Move an email

Moves a chosen email or a draft to a selected folder.

Gmail

Send an email

Sends a new email.

Iterators

Gmail

Iterate attachments

Iterates through received attachments.

Searches

Follow Up Boss

Search Calls

Searches for calls.

Follow Up Boss

Search Contacts

Searches for contacts.

Follow Up Boss

Search Deals

Searches for deals.

Follow Up Boss

Search Notes

Searches for notes.

Follow Up Boss

Search Tasks

Searches for tasks.

Close CRM

List Activities

Gets a list of activities.

Close CRM

List Call Activities

Gets a list of call activities.

Close CRM

List Contacts

Gets a list of contacts.

Close CRM

List Email Activities

Gets a list of email activities.

Close CRM

List Email Sequences

Get a list of email sequences.

Close CRM

List Exports

Gets a list of exports.

Close CRM

List Note Activities

Gets a list of note activities.

Close CRM

List Roles

Gets a list of roles.

Close CRM

List Smart Views

Gets a list of smart views.

Close CRM

List SMS Activities

Gets a list of SMS activities.

Close CRM

List Users

Gets a list of users.

Close CRM

Search Leads

Searches for leads or lists them all.

Close CRM

Search Opportunities

Searches for opportunities or lists them all.

Close CRM

Search Tasks

Searches for tasks or lists them all.