1. Home
  2. App Directory
  3. Smartsheet Integrations
  4. Integrating Smartsheet with Follow Up Boss by AI Agents and Assistants

Integrating Smartsheet with Follow Up Boss by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Smartsheet and Follow Up Boss

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
Heart
20 Million man hours saved

Award Winning App Integration Platform

Integrations for Smartsheet
About Smartsheet

Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.

About Follow Up Boss

Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.

Integrations for Follow Up Boss
Follow Up Boss Alternatives

Looking for the Follow Up Boss Alternatives? Here is the list of top Follow Up Boss Alternatives

  • Zoho CRM Integration Zoho CRM
  • Salesforce Integration Salesforce
  • Pipedrive Integration Pipedrive
  • Freshdesk Integration Freshdesk
  • Brivity Integration Brivity
  • Caspio Cloud Database Integration Caspio Cloud Database
  • iHomefinder Integration iHomefinder
  • LeadSimple Integration LeadSimple
  • LionDesk Integration LionDesk
  • OnePageCRM Integration OnePageCRM
  • TRIBUS CRM Integration TRIBUS CRM
Connect Smartsheet + Follow Up Boss in easier way

It's easy to connect Smartsheet + Follow Up Boss without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Attachment

    Triggers whenever a new attachment is added to a row.

  • New Comment

    Triggers every time a new comment is added.

  • New Row

    Triggers whenever a new row is added.

  • Updated Row

    Triggers every time a row is updated.

  • New Appointment

    Triggers every time a new appointment is created in Follow Up Boss.

  • New Contact

    Triggers every time a new contact is created in Follow Up Boss.

  • Actions
  • Add Attachment to Row

    Adds a file attachment to a row.

  • Add Row to Sheet

    Add a row to a sheet.

  • Copy Row

    Duplicates row to another sheet.

  • Copy Workspace

    Creates a copy of the specified Workspace.

  • Create Workspace

    Creates a Workspace.

  • Move Row

    Moves row to another sheet.

  • Send Row

    Send a row via email.

  • Share Sheet

    Share a sheet.

  • Share Workspace

    Share a workspace.

  • Update Row

    Refresh an existing row with new values. A row ID is required.

  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

How Smartsheet & Follow Up Boss Integrations Work

  1. Step 1: Choose Smartsheet as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Follow Up Boss as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Smartsheet to Follow Up Boss.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:20 am
Book An Appointment