Google Contacts
Follow Up Boss
zapier

An automated workflow using zapier

Connects Google Contacts + Follow Up Boss

Create new Follow Up Boss contacts from new Google Contacts

About this workflow template

This automation scenario allows you to connect Google Contacts and Follow Up Boss

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Google Contacts and Follow Up Boss can also be integrated using automation tools other than zapier:

Diagram

Create new Follow Up Boss contacts from new Google Contacts
Workflow diagram: Google Contacts + Follow Up Boss integration

How it works?

When this trigger fires in Google Contacts

Google Contacts

New or Updated Contact in Google Contacts

Triggers when a contact is created or updated.

Then this action happens in Follow Up Boss

Follow Up Boss

Create or Update Contact Without Triggering Action Plans in Follow Up Boss

Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create new Follow Up Boss contacts from new Google Contacts.

Part I

Configure Applications

First, we need to connect Google Contacts and Follow Up Boss to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Google Contacts to Zapier.

    Connect Google Contacts to Zapier.

    Give Zapier access to your Google Contacts account, using Google Contacts credentials.

  • Connect Follow Up Boss to Zapier.

    Connect Follow Up Boss to Zapier.

    Give Zapier access to your Follow Up Boss account, using Follow Up Boss credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Google Contacts

    Set up a Trigger action for Google Contacts

    Choose the following trigger: New or Updated Contact (Triggers when a contact is created or updated.).

  • Then set up an Action for Follow Up Boss

    Then set up an Action for Follow Up Boss

    Choose this action: Create or Update Contact Without Triggering Action Plans (Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Google Contacts and Follow Up Boss.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create new Follow Up Boss contacts from new Google Contacts!

Supported triggers and actions

  • Google Contacts

    New or updated contact

    Triggers when a contact is created or updated.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Contacts

    Watch contacts

    Triggers when a contact is created or updated.

    integromat
    triggerbyintegromat
  • Google Contacts

    New contact added

    This Trigger fires every time a new Google Contact is created.

    ifttt
    triggerbyifttt
  • Google Contacts

    New group

    Triggers when a group is created.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Contacts

    New contact added to group

    This Trigger fires every time a Google Contact is added to a group.

    ifttt
    triggerbyifttt
  • Google Contacts

    New contact

    Triggers when a contact is created.

    zapier
    triggerbyzapier
  • Follow Up Boss

    Create or update contact without triggering action plans

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    zapier
    actionbyzapier
  • Follow Up Boss

    New inquiry or website event

    Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

    zapier
    actionbyzapier
  • Follow Up Boss

    Create note

    Creates a note on a contact

    zapierintegrately
    actionbyzapierintegrately
  • Follow Up Boss

    Apply an action plan to a contact

    Applies a selected action plan to a contact.

    zapierintegromatintegrately
    actionbyzapierintegromatintegrately
  • Follow Up Boss

    Add tags to a contact

    Adds tags to a contact.

    zapierintegromatintegrately
    actionbyzapierintegromatintegrately
  • Follow Up Boss

    Create task

    Create a task for a contact.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

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