Follow Up Boss + Google Sheets
Create notes in Follow Up Boss for new or updated rows in Google Sheets team drive
Stay organized and promptly follow up on updates from your team with this efficient workflow. When a new or updated Spreadsheet row is detected in Google Sheets, a note will be created in Follow Up Boss to ensure important details are saved for easy access. Stop manually copying information between these apps and let this automation do the work, keeping your notes and data up to date.
Stay organized and promptly follow up on updates from your team with this efficient workflow. When a new or updated Spreadsheet row is detected in Google Sheets, a note will be created in Follow Up Boss to ensure important details are saved for easy access. Stop manually copying information between these apps and let this automation do the work, keeping your notes and data up to date.
- When this happens...
New or Updated Spreadsheet Row (Team Drive)Triggers when a new row is added or an existing row is updated in a spreadsheet. Optimized for Team Drive.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create NoteCreates a note on a contact
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNo Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy Worksheet Destination
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row countRequired
Output format
First row
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Overwrite existing worksheet with the same title
Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pipeline name
Stage name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
Team Member(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Action PlanRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
Phone Number
Source
Stage
Is Contacted?
Tags
Street Address
City
State/Province
Zip/Postal Code
Price
Custom Field 1 Name
Custom Field 1 Value
Custom Field 2 Name
Custom Field 2 Value
Custom Field 3 Name
Custom Field 3 Value
Custom Field 4 Name
Custom Field 4 Value
Custom Field 5 Name
Custom Field 5 Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
MessageRequired
Subject
Message is HTML
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Phone NumberRequired
TypeRequired
Note
Call Duration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Team MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Drive
SpreadsheetRequired
WorksheetRequired
Row(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Bold
Italic
Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup columnRequired
Lookup valueRequired
Supporting lookup column
Supporting lookup value
Search from last row
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Phone, Email, or IDRequired
Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
StageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
NameRequired
PipelineRequired
StageRequired
Team Member(s)Required
Description
Price
Commission
Projected Close Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
NameRequired
TypeRequired
Assigned ToRequired
Due
Is Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
Action PlanRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event TypeRequired
Message
First Name
Last Name
Email Address
Phone Number
Source
Stage
Is Contacted?
Tags
Street Address
City
State/Province
Zip/Postal Code
Custom Field 1 Name
Custom Field 1 Value
Custom Field 2 Name
Custom Field 2 Value
Custom Field 3 Name
Custom Field 3 Value
Custom Field 4 Name
Custom Field 4 Value
Custom Field 5 Name
Custom Field 5 Value
Street Address
City
State/Province
Zip/Postal Code
MLS Number
Price
Is for Rent?
URL
Type
Bedrooms
Bathrooms
Area
Lot Size
Source
Medium
Term
Content
Campaign
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Phone, Email, or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Follow Up Boss
Related categories
About Google Sheets
Related categories
Related Zap Templates
- Create rows on Google Sheets for new contacts on Follow Up Boss
- Create or update Follow Up Boss contacts from new Google Sheets rows
- Create or update Follow Up Boss contacts from new or updated Google Sheets rows
- Add Google Sheets Rows for New Tagged Contacts in Follow Up Boss
- Update Follow Up Boss Contacts From New Google Sheets Rows
- Add new inquiries or website events from Google Sheets rows to Follow Up Boss.
- Add follow up boss inquiries or events from new Google Sheets rows.
- Add new inquiries from Google Sheets to Follow Up Boss
- Create notes in Follow Up Boss for new or updated Google Sheets rows
- Add new Follow Up Boss deals to Google Sheets as rows
- Update Google Sheets rows when Follow Up Boss deal stages change
- Create or update Follow Up Boss contacts from new Google Sheets spreadsheet rows on team drive
- Create notes in Follow Up Boss for new Google Sheets spreadsheet rows
- Create or update Follow Up Boss contacts from new or updated Google Sheets spreadsheet rows (team drive)
- Update Google Sheets rows for updated person stages in Follow Up Boss
- Add tags to Follow Up Boss contacts from new Google Sheets rows
- Add tags to Follow Up Boss contacts for new or updated Google Sheets rows
- Update Follow Up Boss contacts' stages based on new or updated Google Sheets rows
- Apply action plans to contacts in Follow Up Boss for new or updated rows in Google Sheets
- Create deals in Follow Up Boss for new or updated rows in Google Sheets
- Create new deals in Follow Up Boss from new rows in Google Sheets team drive
- Create new Follow Up Boss inquiries or website events from new or updated Google Sheets rows on team drive
- Create Google Sheets rows for new Follow Up Boss appointments
- Log new rows in Google Sheets as calls in Follow Up Boss
- Create multiple rows in Google Sheets when new contacts are added in Follow Up Boss
- Apply action plans to contacts in Follow Up Boss when new rows are added to Google Sheets
- Create multiple spreadsheet rows in Google Sheets when new tags are added to contacts in Follow Up Boss
- Create tasks in Follow Up Boss from new or updated rows in Google Sheets
- Update multiple rows in Google Sheets when deal stages are updated in Follow Up Boss
- Change stages of Follow Up Boss contacts when new or updated rows are detected in Google Sheets
- Create new deals in Follow Up Boss from new rows in Google Sheets
- Update Google Sheets rows when new tags are added to contacts in Follow Up Boss
- Update rows in Google Sheets whenever new deals occur in Follow Up Boss
- "update Google Sheets rows when Follow Up Boss stages change"
- Apply action plans to contacts in Follow Up Boss for new or updated rows in Google Sheets team drive
- Update Google Sheets rows when person stages are updated in Follow Up Boss
- Add tags to Follow Up Boss contacts for new or updated rows in Google Sheets team drive
- Update Google Sheets rows with new contacts from Follow Up Boss
- Add new Follow Up Boss appointments to Google Sheets as rows
- Update Google Sheets rows when person stages change in Follow Up Boss
- Create or update Follow Up Boss contacts from new or updated Google Sheets rows
- Create or update Follow Up Boss contacts when new rows are added in Google Sheets
- Update Google Sheets rows for new contacts in Follow Up Boss
- Add new tags to contacts in Follow Up Boss and create corresponding rows in Google Sheets
Related Zap Templates
- Create rows on Google Sheets for new contacts on Follow Up Boss
- Add Google Sheets Rows for New Tagged Contacts in Follow Up Boss
- Add follow up boss inquiries or events from new Google Sheets rows.
- Add new Follow Up Boss deals to Google Sheets as rows
- Create notes in Follow Up Boss for new Google Sheets spreadsheet rows
- Add tags to Follow Up Boss contacts from new Google Sheets rows
- Apply action plans to contacts in Follow Up Boss for new or updated rows in Google Sheets
- Create new Follow Up Boss inquiries or website events from new or updated Google Sheets rows on team drive
- Create multiple rows in Google Sheets when new contacts are added in Follow Up Boss
- Create tasks in Follow Up Boss from new or updated rows in Google Sheets
- Create new deals in Follow Up Boss from new rows in Google Sheets
- "update Google Sheets rows when Follow Up Boss stages change"
- Add tags to Follow Up Boss contacts for new or updated rows in Google Sheets team drive
- Update Google Sheets rows when person stages change in Follow Up Boss
- Update Google Sheets rows for new contacts in Follow Up Boss
- Create or update Follow Up Boss contacts from new Google Sheets rows
- Update Follow Up Boss Contacts From New Google Sheets Rows
- Add new inquiries from Google Sheets to Follow Up Boss
- Update Google Sheets rows when Follow Up Boss deal stages change
- Create or update Follow Up Boss contacts from new or updated Google Sheets spreadsheet rows (team drive)
- Add tags to Follow Up Boss contacts for new or updated Google Sheets rows
- Create deals in Follow Up Boss for new or updated rows in Google Sheets
- Create Google Sheets rows for new Follow Up Boss appointments
- Apply action plans to contacts in Follow Up Boss when new rows are added to Google Sheets
- Update multiple rows in Google Sheets when deal stages are updated in Follow Up Boss
- Update Google Sheets rows when new tags are added to contacts in Follow Up Boss
- Apply action plans to contacts in Follow Up Boss for new or updated rows in Google Sheets team drive
- Update Google Sheets rows with new contacts from Follow Up Boss
- Create or update Follow Up Boss contacts from new or updated Google Sheets rows
- Add new tags to contacts in Follow Up Boss and create corresponding rows in Google Sheets
- Create or update Follow Up Boss contacts from new or updated Google Sheets rows
- Add new inquiries or website events from Google Sheets rows to Follow Up Boss.
- Create notes in Follow Up Boss for new or updated Google Sheets rows
- Create or update Follow Up Boss contacts from new Google Sheets spreadsheet rows on team drive
- Update Google Sheets rows for updated person stages in Follow Up Boss
- Update Follow Up Boss contacts' stages based on new or updated Google Sheets rows
- Create new deals in Follow Up Boss from new rows in Google Sheets team drive
- Log new rows in Google Sheets as calls in Follow Up Boss
- Create multiple spreadsheet rows in Google Sheets when new tags are added to contacts in Follow Up Boss
- Change stages of Follow Up Boss contacts when new or updated rows are detected in Google Sheets
- Update rows in Google Sheets whenever new deals occur in Follow Up Boss
- Update Google Sheets rows when person stages are updated in Follow Up Boss
- Add new Follow Up Boss appointments to Google Sheets as rows
- Create or update Follow Up Boss contacts when new rows are added in Google Sheets