Integrate Follow Up Boss with Outlook

Send information between Follow Up Boss and Outlook automatically, without writing any code, using Zoho Flow.

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Create a new contact is in Outlook each time a new contact is created in Follow Up Boss

Ensure quick access to contact information across all platforms for enhanced engagement. This flow create a new contact is in Outlook each time a new contact is created in Follow Up Boss.

How it works
  1. The flow triggers when a new contact is created in Follow Up Boss.
  2. Zoho Flow creates a new contact in Outlook.
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Create a new contact is in Outlook each time a new contact is created in Follow Up Boss

Follow Up Boss + Outlook

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Supported triggers and actions

Integrate Follow Up Boss and Outlook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Email sent

Triggers when a new email is sent

Event created

Triggers when a new event is created

Email received

Triggers when a new email is received

Task created

Triggers when a new task is added to the selected list

Event updated

Triggers when the details of an existing event are updated

All Actions - Actions are the automated tasks

Notify for new inquiry or website event

Notifies you when a new inquiry is received or an event has occurred in your website

Create contact

Creates a new contact

Forward event

Forwards an event request to the specified recipients

Create task

Creates a new task in the selected list

Flag email

Flags the specified email

Send email

Creates and sends a new email

Create contact

Creates a new contact

Create event

Creates a new event

Reply to email

Replies to the specified email

Update task

Updates the details of an existing task in the selected list

Update contact

Updates the details of an existing contact

Update event

Updates the details of an existing event

Fetch event

Fetches the details of an existing event by title or ID from the selected calendar

Fetch contact

Fetches the details of an existing contact by email address from the default contacts folder

Find contact folder

Finds a folder by name

Fetch calendar

Fetches the details of a calendar by name

Fetch task

Fetches the details of an existing task by title or ID from the selected list

What is Follow Up Boss?

Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.

Contact Management CRM

What is Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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