How can I begin syncing Follow Up Boss to Google Sheets?
In this article, we will go step by step on the process of setting up the integration between Follow Up Boss and Google Sheets, lets get started!
1.) If you haven't already, you'll want to access the first page on onboarding here.
2.) At this point, you'll want to enter the email address associated with your Follow Up Boss account and your Follow Up Boss API Key:
(NOTE: If you're unsure of how to locate your Follow Up Boss API Key, refer to these instructions via this link)
3.) On this step, you'll be prompted to choose which Google Sheets connection you'd like to use, if you already have the desired Google Sheets account connected, you're able to select this one. For example's sake, we'll go ahead and connect a Google Sheets connection for the first time below:
4.) Once you've connected Google Sheets, we are almost ready to begin syncing, but lets review the options you can select:
- Sync All on First Run: This option decides if you'd like to sync all of your contacts from Follow Up Boss; if this option is left unchecked, the integration will only sync contacts from Follow Up Boss as contacts are created or updated in Follow Up Boss; generally speaking we do recommend checking this box if you'd like to receive all of your data, but the choice is yours!
- Tags (Optional): This option will allow you to only sync leads from Follow Up Boss that have a specific tag, if left blank it will sync contacts regardless of their tags.
- Sheet name: This will allow you to name your spreadsheet whatever you'd like, the default value will be 'Follow Up Boss People'
In the example below, we will check off all of the boxes/set the dropdowns to sync 'all' and then click on 'Start Sync', once we click this button we will be prompted to enter our payment information for the monthly subscription for this service (NOTE: If you already have a payment method on file, it will default to this payment method):
5.) At this point we are all setup!
From here, we will begin syncing data into a spreadsheet within the Google account that you selected, so be sure you're logged into the correct Google account after visiting this link.