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Followup + Email Integration
Getting Started
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CompanyCam
DataForma
Deltek
Estimating Edge
FCS
Foundation
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QuickBooks
Stack
Sage
Procore
Spectrum
Vista
Zapier
Followup + Email Integration
Automations
Overview
Automations Enhancements
Business Development
Sales Management
Project Management
Reports and Analytics
System Settings
Proposal Generator
Proposal Generator (User Level)
Proposal Generator (Admin Level)
Administrative
Feature Overview
Pricing Import
FAQ's
Quick Start Guide
Custom Reporting
Back to home
Help Center
Followup + Email Integration
Getting Started
Integrations
CompanyCam
DataForma
Deltek
Estimating Edge
FCS
Foundation
Hover
QuickBooks
Stack
Sage
Procore
Spectrum
Vista
Zapier
Followup + Email Integration
Automations
Overview
Automations Enhancements
Business Development
Sales Management
Project Management
Reports and Analytics
System Settings
Proposal Generator
Proposal Generator (User Level)
Proposal Generator (Admin Level)
Administrative
Feature Overview
Pricing Import
FAQ's
Quick Start Guide
Custom Reporting
Followup + Email Integration
For all help videos and articles on Followup and Email Integration, check here.
How to sync an email or email thread to a Contact (instead of a Project) via the Outlook Plugin
How to Track Email Exchanges in Followup
How to Link Your Email and Setup Notifications
How to Set up Your Email Integration + Notifications
Troubleshooting Your Google/Gmail Account Connection with Followup CRM
Email Signature in FollowUp CRM
How to Set-up Microsoft Outlook Plugin
Connect to Microsoft Exchange
Outlook Plugin Overview
Setting Your Default Email for Gmail Users
How do I Send an Email in Followup CRM?
How to Make Outlook Your Default
Gmail Integration
Outlook Integration
Email Connecting with Google & Microsoft
How to Import an XML Manifest File For The Outlook Plugin Into Your Outlook Account