Follow Up Boss + Google Sheets
Create rows on Google Sheets for new contacts on Follow Up Boss
Need a good way to create a record of all the new contacts you're adding to Follow Up Boss? Give this integration with Google Sheets a shot. Once you've got it up and running, every new contact added to Follow Up Boss will automatically add a new row to the Google Sheet of your choice, effortlessly and reliably archiving your data so it will always be ready and up to date whenever you need it.
Need a good way to create a record of all the new contacts you're adding to Follow Up Boss? Give this integration with Google Sheets a shot. Once you've got it up and running, every new contact added to Follow Up Boss will automatically add a new row to the Google Sheet of your choice, effortlessly and reliably archiving your data so it will always be ready and up to date whenever you need it.
- When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Spreadsheet RowCreate a new row in a specific spreadsheet.
ActionWriteCreate a new record or update an existing record in your app.
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pipeline name
The pipeline this should trigger on. (optional)
Stage name
The stage this should trigger on. (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Stage name
The stage this should trigger on. (optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Team Member(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Action PlanRequired
The Action Plan to apply to the Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Contact's first name. You can also use full name here.
Last Name
Contact's last name.
Email Address
We will search for existing contact with this email address and update if found or create a new contact otherwise.
Phone Number
Contact's phone number.
Source
Name of the website or service where contact is coming from.
Stage
Select a stage to apply to a new contact in Follow Up Boss.
Is Contacted?
Indicates whether you heard back from this person. This usually stops email marketing drip to this person.
Tags
List of tags separated by comma to apply to the contact.
Street Address
Street address of the contact.
City
City of the contact.
State/Province
State or province of the contact.
Zip/Postal Code
ZIP or postal code of the contact.
Price
The estimated sell/buy price for this person.
Custom Field 1 Name
Custom Field 1 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 2 Name
Custom Field 2 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 3 Name
Custom Field 3 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 4 Name
Custom Field 4 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 5 Name
Custom Field 5 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
MessageRequired
Message content of your note.
Subject
You can give your note a title or subject using this field.
Message is HTML
Selecting "yes" will allow your note's HTML to show up in Follow Up Boss. Usually this should be set to "no".
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Phone NumberRequired
The phone number of the call to be logged.
TypeRequired
Whether the call was incoming or outgoing.
Note
The log message entered for this call.
Call Duration
Length of the call in seconds.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Team MemberRequired
The team member that will be assigned to this contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
ActionThis is an event a Zap performs.SearchFind existing data in your appNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Background Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Bold
True if the text is bold.
Text Italic
True if the text is italicized.
Text Strikethrough
True if the text is strikethrough.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet?
Row Count
Number of rows to return. Max is 500.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
ColumnsRequired
Let us know which columns to return. e.g. A:Z
Row CountRequired
Number of rows to return. Max is 500.
First Row
Number of the first row to return (1 is the header)
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag nameRequired
The tag this should trigger on.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Tag(s)Required
Tag(s) to add to a contact (separate multiple with a comma)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
StageRequired
The new stage for this contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
NameRequired
The name of the deal
PipelineRequired
StageRequired
Team Member(s)Required
Description
Description of the deal
Price
The price associated with this deal (whole dollar amount, no decimals or symbols)
Commission
Commission value to assign to this deal (whole dollar amount, no decimals or symbols)
Projected Close Date
The projected close date of this deal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
NameRequired
The name of the task
TypeRequired
Assigned ToRequired
Due
When this task is due.
Is Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
The contact's phone number, email address, or Follow Up Boss ID.
Action PlanRequired
The Action Plan to pause for the Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event TypeRequired
Type of event occurred on the website. For lead capture forms use Registration type.
Message
Message from visitor and/or any extra details about the event that you'd like to capture in Follow Up Boss.
First Name
Contact's first name. You can also use full name here.
Last Name
Contact's last name.
Email Address
We will search for existing contact with this email address and update if found or create a new contact otherwise.
Phone Number
Contact's phone number.
Source
Name of the website or service where contact is coming from.
Stage
Select a stage to apply to a new contact in Follow Up Boss.
Is Contacted?
Indicates whether you heard back from this person. This usually stops email marketing drip to this person.
Tags
List of tags separated by comma to apply to the contact.
Street Address
Street address of the contact.
City
City of the contact.
State/Province
State or province of the contact.
Zip/Postal Code
ZIP or postal code of the contact.
Custom Field 1 Name
Custom Field 1 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 2 Name
Custom Field 2 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 3 Name
Custom Field 3 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 4 Name
Custom Field 4 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Custom Field 5 Name
Custom Field 5 Value
For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Street Address
Street address of the property being viewed or inquired about.
City
City of the property being viewed or inquired about.
State/Province
State or province of the property being viewed or inquired about.
Zip/Postal Code
ZIP or postal code of the property being viewed or inquired about.
MLS Number
MLS number of the property being viewed or inquired about.
Price
Price of the property being viewed or inquired about.
Is for Rent?
Indicates if this is a rental property.
URL
Link to the property details page.
Type
Type of the property being viewed or inquired about, e.g. Single Family, Condo, Land, etc.
Bedrooms
Number of bedrooms.
Bathrooms
Number of bathrooms.
Area
Property square footage.
Lot Size
Lot size in arches.
Source
The name of the source where the contact originated. Example, if the lead came to your site through an organic search on www.google.com the source is google
Medium
The medium of the campaign, e.g. for an organic search the medium is "organic"
Term
The search terms entered by the contact
Content
The content of the campaign
Campaign
The name or identifier for this campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
The column position (zero-based) to insert. If not set, append to the right by default.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Create a duplicate of an existing spreadsheet.
Headers
These Headers are ignored if a "Spreadsheet to Copy" is selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
Use a search step before this to get the row to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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