Follow Up Boss + Smartsheet
"update Smartsheet sheets with new deal stages from Follow Up Boss"
Make every property deal count. This workflow springs into action with each deal stage change in Follow Up Boss, generating a corresponding sheet from a template in Smartsheet. It's an efficient solution for tracking real estate deals, offering reliable updates and enhancing project management throughout.
Make every property deal count. This workflow springs into action with each deal stage change in Follow Up Boss, generating a corresponding sheet from a template in Smartsheet. It's an efficient solution for tracking real estate deals, offering reliable updates and enhancing project management throughout.
- When this happens...Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.
- automatically do this!Create Sheet From Template
Create a new sheet from a template.
- Free forever for core features
- 14 day trial for premium features & apps
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 Smartsheet
Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
