Microsoft Excel + Follow Up Boss
Create or update Follow Up Boss contacts when new rows are added in Microsoft Excel
Automate your contact management process by connecting Microsoft Excel and Follow Up Boss with this seamless workflow. Whenever a new row is added to your Excel sheet, the contact information is instantly updated or created in Follow Up Boss, ensuring you always have the most up-to-date information at your fingertips. Say goodbye to manual data entry and focus on building strong relationships with your leads and clients instead.
Automate your contact management process by connecting Microsoft Excel and Follow Up Boss with this seamless workflow. Whenever a new row is added to your Excel sheet, the contact information is instantly updated or created in Follow Up Boss, ensuring you always have the most up-to-date information at your fingertips. Say goodbye to manual data entry and focus on building strong relationships with your leads and clients instead.
- When this happens...New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
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
