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Connect Follow Up Boss and Google Sheets to unlock the power of automation

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Zapier makes it easy to integrate Follow Up Boss with Google Sheets - no code necessary. See how you can get setup in minutes.

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Follow Up Boss
Follow Up Boss logo
Follow Up Boss
1. Choose trigger event
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Google Sheets
Google Sheets logo
Google Sheets
2. Choose action
Follow Up Boss logo
1. Select the event
Setup
Test
Follow Up Boss logo
Follow Up Boss
Choose a trigger event

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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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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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 Owner
Try it
Monitor 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 Ops
Log 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 Ops

Supported 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.

  • Follow Up Boss triggers, actions, and search
    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 ID
      Required
    • Team Member(s)
    Action
    Write
  • Follow Up Boss triggers, actions, and search
    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search
    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Tag name
      Required
    Trigger
    Instant
    Try It
    • Contact Phone, Email, or ID
      Required
    • Tag(s)
      Required
    Action
    Write

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate Google Sheets on the Zapier blog

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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.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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