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  2. Followup + Email Integration

Gmail Integration

Followup CRM & Gmail interact seamlessly in several ways. If you are a Gmail user, you'll want to pair Followup with your Gmail to get the most out of Followup.

Gmail Overview

  • With the Gmail integration you can send and receive emails from either Gmail or Followup CRM with a direct sync between platforms
  • Email from Followup CRM via Gmail to automatically assign communication to existing contacts, companies, and project IDs for easy tracking
  • For an overview of how Followup interacts with your external email, click here.

Calendar Sync

Followup CRM syncs with your Outlook Calendar to push your desired Sales Activities and Contact Activities to your Google Calendar so you never miss what's most important. 

For a step-by-step of how to set up your Google Calendar Sync, click here.