Create New Follow Up Boss Person from Google Sheets Using Pabbly Connect

Learn how to create a new Follow Up Boss person from Google Sheets using Pabbly Connect. This step-by-step tutorial guides you through the integration process.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Connect for Integration

To start creating a new Follow Up Boss person from Google Sheets, you’ll first need to access Pabbly Connect. This powerful automation software allows you to connect various applications seamlessly. If you’re an existing user, simply sign in; if not, you can sign up for a free account to get started.

Once logged in, navigate to the dashboard. Here, you’ll find the option to create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. You will then be prompted to name your workflow. Name it something descriptive, like ‘Create New Follow Up Boss Person from Google Sheets’.

Setting Up Trigger and Action in Pabbly Connect

In this step, you will define the trigger and action for your workflow in Pabbly Connect. The trigger application is Google Sheets, and the action application will be Follow Up Boss. The trigger event you need to select is ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added or updated in your Google Sheets, it will trigger the workflow.

Next, you will set the action application. Search for Follow Up Boss and select it. The action event will be to create a new person. This setup ensures that every time a new lead is added to Google Sheets, a corresponding person will be created in Follow Up Boss.

Connecting Google Sheets to Pabbly Connect

To connect Google Sheets with Pabbly Connect, you will need a webhook URL. This URL acts as a bridge for data transfer. In your Google Sheets, go to the Extensions menu, and ensure you have the Pabbly Connect Webhooks extension installed. If not, you can find it in the add-ons section.

Once the extension is installed, go to Extensions > Pabbly Connect Webhooks > Initial Setup. Here, paste the webhook URL you copied from Pabbly Connect. Set the trigger column, which should be the final data column that will send data to Pabbly Connect when updated. After this, click on ‘Submit’ to save your settings.

• Ensure the webhook URL is correctly pasted in the setup.
• Select the correct trigger column for data capture.

Now, whenever a new lead detail is added to your Google Sheets, it will automatically send the data to Pabbly Connect.

Creating a New Person in Follow Up Boss

With the connection established, you can now create a new person in Follow Up Boss using the lead details captured by Pabbly Connect. Click on the connect button in the Follow Up Boss action window. You will need to enter your API key to establish this connection. To obtain your API key, log into your Follow Up Boss account, navigate to Admin > API, and create a new API key.

Once you have your API key, paste it into the appropriate field in Pabbly Connect. Leave the password field blank as instructed. After saving, you can proceed to map the fields from the Google Sheets response to the corresponding fields in Follow Up Boss.

• Map the first name, last name, and email from the Google Sheets response.
• Ensure all relevant fields are filled to create a new person successfully.

After mapping the necessary fields, click on ‘Save and Send Test Request’ to verify the connection. If successful, a new person will be created in your Follow Up Boss account.

Conclusion

In this tutorial, we detailed how to use Pabbly Connect to create a new Follow Up Boss person from Google Sheets. By following these steps, you can automate the process of adding leads to your CRM seamlessly. This integration not only saves time but also ensures accuracy in your data management.