Google Contacts to Follow Up Boss Features

Amanda

Note: This integration will send all leads/contacts created on the day of setup (Midnight to Midnight) to the Target CRM automatically. Example: Lead "John Smith" was created in Google Contacts at 6am and the integration was created at 8am. John Smith will automatically be sent to the target CRM.

The only way to create a lead in Follow Up Boss from Google Contacts is by lead creation.
An Email address is REQUIRED for the lead to pass through the integration.
Please note: There is a delay when going from Google Contacts to Follow Up Boss. This delay can take up to 10 minutes to process.
Adding a relationship in Google Contacts will require another update to the lead to send the information through to Follow Up Boss.
When adding a label to the lead in Google Contacts, an update to the lead is required for the label to go through the integration.

Field Mapping and Required Fields

The following fields map over into Follow Up Boss from the lead information in Google Contacts:

Mapped Fields

First Name *

Last Name *

Email Address *

Phone Number

Address

Date of Birth

Tags/Labels

Company Name

Job Title

Relationships

*Note: The fields containing the * are Required fields*
The following options will need to be enabled on the integration under Source Options> Custom Mappings in order for Date of Birth, Company Name, and Job Title custom fields to be created if not already present in Follow Up Boss:

An email address is required to send the lead into Follow Up Boss. Without an email address, the lead will not be created in Follow Up Boss.
Adding a lead in Google Contacts with the same email address as a lead in Follow Up Boss will replace the lead in Follow Up Boss with the new Google Contacts lead.
An Email address is REQUIRED for the lead to pass through the integration.
The priority for the phone number is based on the type of phone number selected under Source Options> Custom Mappings.

Agent Assignment

The Agent is assigned in Follow Up Boss based on the agent who created the lead in Google Contacts.

Labels/Tags

When adding a label to the lead in Google Contacts, an update to the lead is required for the label to go through the integration.