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.
Categories
Google Contacts and Follow Up Boss can also be integrated using automation tools other than zapier:
When this trigger fires in Google Contacts
Triggers when a contact is created or updated.
Then this action happens in Follow Up Boss
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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
First, we need to connect Google Contacts and Follow Up Boss to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Google Contacts to Zapier.
Give Zapier access to your Google Contacts account, using Google Contacts credentials.
Connect Follow Up Boss to Zapier.
Give Zapier access to your Follow Up Boss account, using Follow Up Boss credentials.
Part II
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
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
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
Finally, we need to test this automation and publish it.
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 your scenario and publish to production. Now you have an automatic workflow, that will Create new Follow Up Boss contacts from new Google Contacts!
Triggers when a contact is created or updated.
Triggers when a contact is created or updated.
This Trigger fires every time a new Google Contact is created.
Triggers when a group is created.
This Trigger fires every time a Google Contact is added to a group.
Triggers when a contact is created.
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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.
Creates a note on a contact
Applies a selected action plan to a contact.
Adds tags to a contact.
Create a task for a contact.
Google Contacts alternatives
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