Connect Follow Up Boss and Google Sheets to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Follow Up Boss with Google Sheets - no code necessary. See how you can get setup in minutes.

Select a trigger from Follow Up Boss

A trigger is an event that starts your Zap and runs the workflow. For example, with Follow Up Boss, a trigger could be "New Appointment."
A trigger is the event that kicks off your automated workflow.

Setup an action from Google Sheets

An action is what takes place after the automation is triggered. For example, with Google Sheets, the action could be "Create Spreadsheet Column."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Follow Up Boss to Google Sheets

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Follow Up Boss to Google Sheets integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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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.

Connect Follow Up Boss and Google Sheets to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

  • Follow Up Boss triggers, actions, and search
    New Appointment

    Fires when a new appointment is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Pipeline name
    • Stage name
    Trigger
    Instant
    Try It
    • Stage name
    Trigger
    Instant
    Try It
    • Contact Phone, Email, or ID
      Required
    • Team Member(s)
    Action
    Write
  • Follow Up Boss triggers, actions, and search
    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search
    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Tag name
      Required
    Trigger
    Instant
    Try It
    • Contact Phone, Email, or ID
      Required
    • Tag(s)
      Required
    Action
    Write

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate Google Sheets on the Zapier blog

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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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