Connect Follow Up Boss to Gmail and Outlook

InboxPilot writes replies from each lead's record and holds automated emails around your drips. Every email lands on the lead's timeline.

Gmail Outlook

Works inside Gmail and Outlook, with Follow Up Boss behind every reply

Replies that know the lead, from their Follow Up Boss record

AI email replies use the lead's stage, where they came from and the full details of the homes they asked about.

Learn more

Lena Brooks

Hot Prospect, from your website

Asked about212 Birch Lane
List price$465,000
Beds and baths3 bed, 2 bath
Lot0.25 acre

Every email lands on the lead's timeline, through Follow Up Boss's own sync

Replies go out from the Gmail or Outlook account Follow Up Boss already syncs. In our November 2026 test on our own account, they appeared within about a minute.

Timeline

Lena Brooks

Email received9:41 AM
How many bedrooms does the Birch Lane house have?
Email sent9:44 AM
It has 3 bedrooms and 2 baths. Would Saturday suit you?
Email received10:02 AM
Saturday works, thanks.

Held around your drip campaigns, so a lead isn't emailed twice in a day

Before each automated email, InboxPilot checks what Follow Up Boss shows for that lead. If a drip, an action plan or your website just reached them, the email waits, 24 hours by default.

Mon 9:02 AM
Drip email sent
From your action plan
Mon 2:15 PM
Third view of a home
212 Birch Lane
Mon 2:16 PM
Showing email held
They were just emailed
Tue 9:02 AM
Showing email sent
From your Gmail

An email when a lead keeps viewing a home, once per lead and home

The third view starts an email workflow offering a showing. A note from an IDX website such as Sierra Interactive can start one too.

Learn more

Lena viewed 212 Birch Lane

Third time, in Follow Up Boss

Writing the showing email

Hi Lena, would you like to see 212 Birch Lane this week? I can show it Saturday or Sunday. Dana

Send

Every reply starts as a draft, until you choose what sends

On any paid plan, let the routine emails go on their own and keep offers and negotiation in review.

Send without review

Questions about a home
Showing requests
Offers and negotiation
Everything else

Connect once. Your CRM and your inbox stay as they are.

01Connect your inbox
Sign in with the Gmail or Outlook account Follow Up Boss already syncs.
02Add your API key
One key, pasted under Integrations. Lead details are read when needed and never stored.
03Add Claude, if you use it
As a custom connector, Claude can read your open requests and write drafts. Sending stays with you.

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Instructions

You answer for Dana's team. Keep replies short and friendly, and offer a showing with the booking link.

Knowledge