*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.*

Check out this Demo video for the Follow Up Boss and Google Contacts integrations!

Features:

• 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.
  
  
  
  

Setup: Google Contacts to Follow Up Boss Integration

Setup: Follow Up Boss to Google Contacts Integration