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Follow Up Boss + Google Sheets

Create new deals in Follow Up Boss from new rows in Google Sheets team drive

Streamline your sales process with this workflow. When a new row is added to your Team Drive in Google Sheets, a deal is instantly created in your Follow Up Boss app. This efficient system makes sure no potential deals fall through the cracks, keeping your sales process smooth and organized.

Streamline your sales process with this workflow. When a new row is added to your Team Drive in Google Sheets, a deal is instantly created in your Follow Up Boss app. This efficient system makes sure no potential deals fall through the cracks, keeping your sales process smooth and organized.

  1. When this happens...
    Google SheetsGoogle Sheets
    New Spreadsheet Row (Team Drive)

    Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.

    TriggerScheduled
  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

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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