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Gmail Integration Overview

  • With the Gmail integration you can send and receive emails from either Gmail or Followup CRM with a direct sync between platforms
  • Email from Followup CRM via Gmail to automatically assign communication to existing contacts, companies, and project IDs for easy tracking
Setting up Gmail in your Followup CRM account is easy. Simply go to Your Settings >
Click "Sign in with Google" >
Follow the redirect to sign into your organizational Gmail account >

And compose emails directly within a project through Gmail.