Add new Follow Up Boss contacts to Microsoft Excel spreadsheets for easy organization
Effortlessly organize your new contacts from Follow Up Boss by seamlessly adding them to a Microsoft Excel spreadsheet with this workflow. Whenever a new contact is added within Follow Up Boss, this automation will create a corresponding row in your designated Microsoft Excel spreadsheet. Stay on top of your leads and never miss important contact details by keeping them all in one easily accessible location.
Effortlessly organize your new contacts from Follow Up Boss by seamlessly adding them to a Microsoft Excel spreadsheet with this workflow. Whenever a new contact is added within Follow Up Boss, this automation will create a corresponding row in your designated Microsoft Excel spreadsheet. Stay on top of your leads and never miss important contact details by keeping them all in one easily accessible location.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet
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