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Frequently Asked Questions about Follow Up Boss + Google Sheets integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and Google Sheets
Can Follow Up Boss data be automatically added to a Google Sheet?
Yes, you can set up an integration to automatically add new Follow Up Boss data to a Google Sheet. This involves using a trigger, like 'New Contact' in Follow Up Boss, and an action such as 'Create Spreadsheet Row' in Google Sheets.
How do I update existing Google Sheets rows with Follow Up Boss data?
Updating existing rows in Google Sheets with Follow Up Boss data can be done by setting a specific action. You'd typically use the 'Find or Create Row' action combined with Follow Up Boss triggers like 'Updated Contact.'
Is it possible to filter which Follow Up Boss contacts are added to Google Sheets?
Yes, during the integration setup, you can add filters that specify which contacts get transferred based on details like Contact Tag or Lead Source.
Can we sync historical data from Follow Up Boss into Google Sheets?
Syncing historical data requires a manual import process. Our integration primarily handles new data and updates, using real-time triggers and actions.
Are there limitations on how much data we can send from Follow Up Boss to Google Sheets?
While we strive for efficiency, keep in mind that large datasets may hit limits set by both platforms. It's recommended to regularly monitor the size of your spreadsheets.
What happens if there's an error during the integration process?
If an error occurs during integration, you'll receive a notification with details about what went wrong. You can troubleshoot by checking the specific step where the failure occurred.
Does this integration require ongoing maintenance?
Though our integrations are robust, regular reviews ensure everything runs smoothly. Updates in either platform might require tweaks in settings or trigger/actions adjustments.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.