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Follow Up Boss + Google Sheets

Create deals in Follow Up Boss for new or updated rows in Google Sheets

Ensure every new or updated row in your Google Sheets evolves into a fresh opportunity by seamlessly creating a deal in Follow Up Boss. This workflow simplifies your sales tracking process, enabling you to effortlessly transfer data between your spreadsheet and CRM. Easily manage leads and deals without the need to switch between platforms, improving productivity and accelerating sales cycles.

Ensure every new or updated row in your Google Sheets evolves into a fresh opportunity by seamlessly creating a deal in Follow Up Boss. This workflow simplifies your sales tracking process, enabling you to effortlessly transfer data between your spreadsheet and CRM. Easily manage leads and deals without the need to switch between platforms, improving productivity and accelerating sales cycles.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggered when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create Deal

    Creates a deal on a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    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-sheets logo
google-sheets logo

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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