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Follow Up Boss + Google Sheets

Follow Up Boss + Google Sheets

Follow Up Boss + Google Sheets integrations

Change stages of Follow Up Boss contacts when new or updated rows are detected in Google Sheets

Stay organized and efficient in customer relations management. This workflow activates when modifications are made to a row in your Google Sheets and applies those updates to change the contact stage in your Follow Up Boss app. This lets you keep track of progress and ensuing steps needed per contact without having to manually update the system. It's an ideal way to ensure your customer management process is nimble and responsive.

  1. When this happens...
    New or Updated Spreadsheet Row
    New or Updated Spreadsheet Row
    New or Updated Spreadsheet RowTriggers when a new row is added or modified in a spreadsheet.
  2. automatically do this!
    Change Stage of a Contact
    Change Stage of a Contact
    Change Stage of a ContactChanges the stage of an existing contact.
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More things you can do with Google Sheets and Follow Up Boss

Discover other triggers and actions you can use with Google Sheets and Follow Up Boss

    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Instant
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Column_name
      Required
    • Index
    Action
    Write
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Instant
    Try It
    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Use Timezone set up on the spreadsheet to format date values?
    Action
    Write
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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 Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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