Connecting Your Email

This is where to find and change your login and connected email in Follow Up Boss:

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Login Email = Email address we send FUB notifications to (new lead alerts, for example) and the email for the mail merge field used on emails and email signature. This is also the address action plan emails are sent from.

Connected Email = The email address we sync to and the address emails are sent from when you send emails through FUB.

Note: The login and connected email addresses can be the same.

 

These are the benefits of connecting your email to Follow Up Boss:

  • Sync Sent and Received Emails to/from FUB contacts
  • When lead replies to a drip email, the action plan is stopped automatically
  • Emails are sent directly from your email provider
  • Removes the small "sent via" message
  • Email will appear in your regular "Sent Mail" folder (Gmail / Google Apps only)
  • Google Calendar Integration (Gmail / Google Apps only)
  • Process lead notifications from supported Lead Providers (Gmail / Google Apps only)

 

How to Connect your Google Email

1. Go to "My Settings" screen in top right menu.

2. Click "Connect with Google" and follow the steps to permission access to your account. If you are signed in to multiple Google accounts, you will need to select the correct account and sign in.

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How to Connect your Office 365 Email

1. Go to "My Settings" screen in top right menu.

2. In the Connect Email section, click "other provider".

3. Click "Connect Your Office 365 Email".

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Note: If you use two-factor authentication (TFA) with Office 365, you'll need to do a few additional steps to connect your email:   Connect Office 365 with Two-Factor Authentication.

 

How to enable sharing of your email with your team

To  share your email with your team, you need to check this box in My Settings:

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