Follow Up Boss + Google Sheets
Apply action plans to contacts in Follow Up Boss when new rows are added to Google Sheets
Improve your efficiency with this workflow that responds to new spreadsheet rows in Google Sheets by swiftly applying an action plan to a contact within Follow Up Boss. Perfect for sales teams or customer service reps who need to keep track of customer interactions, this workflow makes sure no action items get lost or overlooked. Enjoy more time fostering client relationships and less time managing spreadsheets.
Improve your efficiency with this workflow that responds to new spreadsheet rows in Google Sheets by swiftly applying an action plan to a contact within Follow Up Boss. Perfect for sales teams or customer service reps who need to keep track of customer interactions, this workflow makes sure no action items get lost or overlooked. Enjoy more time fostering client relationships and less time managing spreadsheets.
- When this happens...New Spreadsheet Row
Triggered when a new row is added to the bottom of a spreadsheet.
- automatically do this!Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
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