1.Detect new or updated spreadsheet rows
Integrate Google Sheets to watch the source worksheet for new or updated rows and use the spreadsheet row ID for dedupe.
Create CRM leads from lender spreadsheet rows for partners
Automatically monitor new or updated spreadsheet rows across Google Sheets and Follow Up Boss. Create and update when lender rows are added, updated, or editedβso you can filter matches, add tracking rows, and create partner CRM leads without manual copying.
How this automation creates partner leads in your CRM
When new or updated spreadsheet rows appear, partner teams can waste time copying details and leads get missed. This automation captures lender referral rows, filters for qualifying matches, adds them to partner tracking, and creates CRM contactsβso your team can act fast.
Google Sheetsor swap with your favorite app
2.Continue only for qualifying lender matches
Integrate Filter by Zapier to apply the configured lender name filter so only relevant lender matches proceed.
Filter by Zapieror swap with your favorite app
3.Add qualifying row to partner tracking sheet
Integrate Google Sheets to add qualifying rows to a destination partner tracking worksheet and map fields for audit trails.
4.Create CRM contact from mapped fields
Integrate Follow Up Boss to create a contact by mapping name, primary email, primary phone, address, and notes.
Follow Up Bossor swap with your favorite app
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Step 1
Connect your tools
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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