How to Setup the Follow Up Boss to Google Sheets Integration
The Follow Up Boss and Google Sheets Integrations will take your “People” from Follow Up Boss and sync them neatly to a Google Sheet so you can have a backup of the info and also run report and create leaderboards and charts. This sync is the easiest way to connect Follow Up Boss to Google Sheets so you can start running your real estate business like a boss!
The best part, it’s quick and easy to set up:
1. Add the API Nation integration to Follow Up Boss
2. Sign into your Google account
3. Launch!
1 Add the API Nation integration to Follow Up Boss
- Go to my.apination.com/followupboss
- Enter the email you use to sign into Follow Up Boss
- Grab your API key from Follow Up Boss
- In a seperate tab open Follow Up Boss
- Click on Admin in the header
- Click on API
- Click the “Copy” link next to your API
- Go back to the API Nation page and paste the API in by pushing ctrl + v (or Command + v)
- Click Connect Follow Up Boss
2 Sign Into your Google account
- Select your Google account and Sign in
3 Configure and Launch!
- Select the Follow Up Boss people that you would like synced.
- You can check the box to sync all your people on first run or leave it unchecked to only sync new people and changes going forward.
- You can also filter by specifying a tag to sync to the sheet. Make sure you type the tag correctly, using the same capilization and spacing. Specify multiple tags by separating them with a comma.
- Name the Google Sheet you want to sync your People to.
- By default it will create a sheet called “Follow Up Boss leads”, but you can choose a different name if you’d like.
- Hit Start!
That’s it! We’ve now connected your Follow Up Boss people to Google Sheets and you’re all set to start running reports, creating charts and gleaning deep insights from your Follow Up Boss data. We recommend you also check out Google Data Studio which can pull info from this Google Sheet and make it look really attractive
Easy as 123! If you have any questions or hiccups we’re here for you.