Add new collaborators in Follow Up Boss for new rows in Microsoft Excel tables
Effortlessly keep your team in the loop with this simple automation. Whenever a new row is added to a Microsoft Excel table, the workflow automatically adds collaborators to the specific record in Follow Up Boss. This way, you can ensure that your team stays up-to-date on essential information and tasks, making CRM management more efficient and streamlined.
Effortlessly keep your team in the loop with this simple automation. Whenever a new row is added to a Microsoft Excel table, the workflow automatically adds collaborators to the specific record in Follow Up Boss. This way, you can ensure that your team stays up-to-date on essential information and tasks, making CRM management more efficient and streamlined.
- When this happens...New Row in Table
Triggers when a new row is added to a table in a spreadsheet.
- automatically do this!Add Collaborators
Adds selected users as collaborated on a given contact.
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
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TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired