Follow Up Boss + Google Drive

Upload new Follow Up Boss contacts as files in Google Drive

Automatically store important documentation of new contacts in your Follow Up Boss app. With this workflow, whenever a new contact is added in Follow Up Boss, it will trigger an immediate upload of the associated file to your Google Drive. This automation effectively streamlines the process, ensuring your files are properly stored and readily accessible in Google Drive. Save valuable time, stay organized, and never miss important contact files again.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Upload File
Triggers when any new file is added (inside of any folder).
ActionWrite

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Supported triggers and actions

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write

- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Drive
Trigger
Polling
Try It
- Drive
- Folder
Trigger
Polling
Try It
- FileRequired
- Convert to Document?
- File Name
- Drive
- Folder
Action
Write
- Drive
- Folder
- FileRequired
- Export FormatRequired
Action
Write
- Drive
- Parent Folder
- Folder NameRequired
Action
Write
- Drive
- Folder
- File NameRequired
- File ContentRequired
- Convert to Document?
Action
Write
- Drive
- Folder
- File to ReplaceRequired
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write
- Drive
- File IdRequired
- Sharing PreferenceRequired
- Organization Domain
Action
Write
- Drive
- Copy
- Folder
- File
- Name
- Description
- Starred
- Folder Color (RGB)
- Custom Properties
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve Files from Google Drive
This action sends a GET request to the Google Drive API to retrieve a list of files based on specific query parameters.
Action
Write
- Drive
- Folder
- File IDRequired
Action
Search
- Folder NameRequired
- Search Type
- Drive
- Parent Folder
Action
Search
- Folder NameRequired
- Search Type
- Drive
- Parent Folder
Action
Search or write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search
- Drive
- Folder
- Include Subfolders?
- Subfolder Depth Limit
- Include Deleted Files?
Trigger
Polling
Try It
- Drive
- Folder
- Include Deleted
Trigger
Polling
Try It
- Drive
- Folder
- FileRequired
- Confirm deletionRequired
Action
Write
- Drive
- Folder
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Write
- FileRequired
- Drive
- FolderRequired
Action
Write
- Drive
- Folder
- FileRequired
- Email Address
- Permission ID
Action
Write
- Shared Drive NameRequired
- Theme ID
- Color RGB
- Background Image File ID
Action
Write
- FileRequired
- Drive
- Folder
Action
Write
- Drive
- Folder
- File to Replace
- File/Folder Name
- Rename Folder?
- Extension Copy
Action
Write
Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
Action
Write
- Drive
- File or Folder IDRequired
Action
Search
- FilenameRequired
- Search Type
- Drive
- Folder
- File Types
Action
Search
- FilenameRequired
- Search Type
- Drive
- Folder
- File Types
- FileRequired
- Convert to Document?
- File Name
- File Extension
- Idempotency Key
Action
Search or write

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 more

Related categories

CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn more

Related categories

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Related Zap Templates

Create new Google Drive folders when Follow Up Boss deal stages are updated

Follow Up Boss + Google Drive

Upload new Follow Up Boss contacts as files in Google Drive

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

New File

New Folder

Copy File

Export File

Create Folder

Create File From Text

Replace File

Add File Sharing Preference

Update File or Folder Metadata

API Request (Beta)

Retrieve Files from Google Drive

Get File Permissions

Find a Folder

Find or Create Folder

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

New File in Folder

Updated File

Delete File (Permanent)

Upload File

Move File

Remove File Permission

Create Shared Drive

Create Shortcut

Update File/Folder Name

Delete File

Retrieve File or Folder by ID

Find a File

Find or Create File

About Follow Up Boss

Related categories

Similar apps

Zapier Forms

About Google Drive

Related categories

Similar apps

Dropbox

Box

OneDrive

Related Zap Templates

Related Zap Templates