Office 365

Sync your email, calendar, appointments, tasks, and pull in leads automatically to automate your follow up.

Follow Up Boss connects directly to your Office 365 account in order to:

  1. Automatically sync the emails you exchange with leads and clients and show them on that client's profile
  2. Enable to you entirely manage your email within Follow Up Boss on the web and in our mobile apps
  3. Automatically turn the lead notification emails you get sent from your lead provider into new leads in Follow Up Boss to allow you to distribute to your team and follow up automatically
  4. 2-way sync between your Office 365 calendar and Follow Up Boss
  5. See agent's availabilities to set appointments
  6. Updates automatically sync across devices