Connect Follow Up Boss + Gmail
Connect Follow Up Boss and, when you are ready to send, your Gmail account.
FOR REAL ESTATE AGENTS USING FOLLOW UP BOSS
AI follow-up assistant
for real estate agents.
Find clients to follow up with, create tasks, and draft personalized emails.
Works inside Follow Up Boss. Send through Gmail after your approval.
WHAT IT ISAI that turns your CRM notes
AI that turns your CRM notes
into follow-up tasks and emails.
Built for real estate agents and teams using Follow Up Boss. Ask about your contacts, identify follow-ups, and prepare tasks and personalized emails from the client context already in your CRM.
Find clients to follow up with
Ask in plain language to find clients who may need a follow-up.
Review tasks and email drafts
Get a clear follow-up task and an editable email draft. Nothing is sent automatically.
SEE THE REAL PRODUCT
Watch setup, client follow-up, and email sending.
Watch the full walkthrough: connect Follow Up Boss and Gmail, ask who needs a follow-up, review a privacy-safe result, then use the embedded app and confirm the Gmail send.
1 Connect Follow Up Boss + Gmail2 Ask and review the result3 Use it in FUB and confirm the send
01
Your contacts stay in Follow Up Boss
Connect Follow Up Boss.
Link your CRM once. Agentic Realtor works alongside the contacts you already manage.
Ask who needs a follow-up.
Ask the assistant a simple question and get a focused list to review.
See who to contact next.
Use recent activity to find people who may need a timely check-in. Review and edit every next step.
WHAT HAPPENS NEXT
From client note to task and email draft.
See how a lead or client detail moves from Follow Up Boss to a task and an email draft you can review.
Turn client notes into follow-up tasks and email drafts. You review and send.
CLIENT NOTE
“Three bedrooms. Moving next month. Check in Friday.”
Next step identifiedIllustrative workflow · Lead sources via your FUB setup · You review and send
WHAT YOU GET
Personalized email drafts from your client notes.
Agentic Realtor uses the context you keep in Follow Up Boss to prepare an editable message. You make it yours, then decide whether to send it from your connected Gmail.
Based on your client notes Fully editable Never auto-sent
REVIEW-READY EMAILDraft · Unsent
ToJordan Lee
Follow-up on your next visit
Hi Jordan,
I hope you’re doing well. I wanted to follow up on your home search and see when would be a good time to talk about the next properties that fit what you’re looking for.
Looking forward to hearing from you.
Best regards,
Your name
Prepared from Follow Up Boss contextReview · Edit · Send
FOR BUYER AGENTS, LISTING AGENTS, AND REAL ESTATE TEAMS
Keep up with buyers, sellers, and long-term leads.
After the showing
Turn their feedback, priorities and timing into a focused next check-in.
Before the listing appointment
Walk in with their timeline, goals and key details already in view.
When plans take time
Keep a respectful rhythm as life, leases and move dates change.
YOU APPROVE EVERY ACTION
Review the task. Edit the email. Approve the send.
Every task and email draft is yours to review, edit, approve, and send. Agentic Realtor never sends email automatically.
What does Agentic Realtor do?
It reads the notes you keep in Follow Up Boss, helps organize follow-up tasks, and prepares personalized email drafts. You can also ask the embedded assistant about a contact.
Do I need to leave Follow Up Boss?
Your contact-specific assistant, setup form and actions live inside Follow Up Boss. Use the Agentic Realtor workspace to connect accounts, review AI Actions and manage your account.
Will AI send emails automatically?
No. Email sending requires an explicit action from you. You can review and edit the draft before sending through a connected Gmail account.
Can it read my Gmail inbox?
No. The Gmail connection requests send-only permission plus basic account identity. It does not read your inbox, email history or Gmail settings.
A little more focus. A lot less follow-up admin.
Connect Follow Up Boss and prepare your first follow-up.
Create your account, connect Follow Up Boss, and see how Agentic Realtor can prepare your next follow-up.
Get started Explore the product