Connect Follow Up Boss and Google Sheets to unlock the power of automation
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Set up your first integration
Quickly connect Follow Up Boss to Google Sheets with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Follow Up Boss with Google Sheets - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.
Add your action
An action happens after the trigger—such as "Create Spreadsheet Column" in Google Sheets.
You’re connected!
Zapier seamlessly connects Follow Up Boss and Google Sheets, automating your workflow.
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Frequently Asked Questions about Follow Up Boss + Google Sheets integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and Google Sheets
Can Follow Up Boss data be automatically added to a Google Sheet?
Yes, you can set up an integration to automatically add new Follow Up Boss data to a Google Sheet. This involves using a trigger, like 'New Contact' in Follow Up Boss, and an action such as 'Create Spreadsheet Row' in Google Sheets.
How do I update existing Google Sheets rows with Follow Up Boss data?
Updating existing rows in Google Sheets with Follow Up Boss data can be done by setting a specific action. You'd typically use the 'Find or Create Row' action combined with Follow Up Boss triggers like 'Updated Contact.'
Is it possible to filter which Follow Up Boss contacts are added to Google Sheets?
Yes, during the integration setup, you can add filters that specify which contacts get transferred based on details like Contact Tag or Lead Source.
Can we sync historical data from Follow Up Boss into Google Sheets?
Syncing historical data requires a manual import process. Our integration primarily handles new data and updates, using real-time triggers and actions.
Are there limitations on how much data we can send from Follow Up Boss to Google Sheets?
While we strive for efficiency, keep in mind that large datasets may hit limits set by both platforms. It's recommended to regularly monitor the size of your spreadsheets.
What happens if there's an error during the integration process?
If an error occurs during integration, you'll receive a notification with details about what went wrong. You can troubleshoot by checking the specific step where the failure occurred.
Does this integration require ongoing maintenance?
Though our integrations are robust, regular reviews ensure everything runs smoothly. Updates in either platform might require tweaks in settings or trigger/actions adjustments.
Practical ways you can use Follow Up Boss and Google Sheets
Track new contacts in Google Sheets
When a new contact is added in Follow Up Boss, Zapier automatically creates a new row in Google Sheets. This allows business owners to have a centralized and updated list of contacts for reporting or analysis, saving time and ensuring no lead gets lost.
Business OwnerMonitor contact stages in Google Sheets
Whenever a contact's stage is updated in Follow Up Boss, Zapier records the change in a Google Sheet. This enables marketing teams to track lead progress and effectiveness of campaigns, optimizing engagement efforts based on up-to-date insights.
Marketing & Marketing OpsLog new lead inquiries
When a new inquiry or website event is received in Follow Up Boss, Zapier logs the details in a Google Sheet. This automation helps sales ops teams keep tabs on all inquiries in one spot, providing real-time access to data that aids in monitoring and responding to customer leads.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Team Member(s)
ActionWrite
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionWrite