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Follow Up Boss + Google Drive

Create or update Follow Up Boss contacts when new folders are added in Google Drive

Effortlessly organize your clients in Google Drive and Follow Up Boss with this seamless workflow. When a new folder is created in Google Drive, a contact will be created or updated in Follow Up Boss without triggering any action plans. This way, maintaining essential client records becomes more efficient and eliminates manual data entry.

Effortlessly organize your clients in Google Drive and Follow Up Boss with this seamless workflow. When a new folder is created in Google Drive, a contact will be created or updated in Follow Up Boss without triggering any action plans. This way, maintaining essential client records becomes more efficient and eliminates manual data entry.

  1. When this happens...
    Google DriveGoogle Drive
    New Folder

    Triggers when a new folder is added directly to a specific folder (but not its subfolders).

    TriggerScheduled
  2. automatically do this!
    Follow Up BossFollow Up Boss
    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!

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Drive

    Trigger
    Scheduled
    Try It
    • Drive

    • Folder

    Trigger
    Scheduled
    Try It
    • FileRequired

    • Convert to Document?

    • File Name

    • Drive

    • Folder

    Action
    Write
    • Drive

    • Parent Folder

    • Folder NameRequired

    Action
    Write
    • Drive

    • Folder

    Trigger
    Scheduled
    Try It
    • Drive

    • Folder

    • Include Deleted

    Trigger
    Scheduled
    Try It
    • Drive

    • Folder

    • FileRequired

    • Convert to Document?

    • File Name

    • File Extension

    • Idempotency Key

    Action
    Write
    • FileRequired

    • Drive

    • FolderRequired

    Action
    Write
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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google-drive logo
google-drive logo

About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

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