Use API Nation to connect Follow Up Boss with third-party software platforms.
In this article we'll illustrate how to 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.
How to Integrate with Google Sheets Using API Nation
(Video by API Nation)
Step-by-Step Guide
1. Add the API Nation integration to dotloop
Go to my.apination.com/followupboss:
Find the Google Drive logo and click Sync Now:
Grab your API key from Follow Up Boss:
Go back to the API Nation page and paste the API:
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 capitalization 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:
Leveling Up
- Get deeper insights and reports from your Sheets using Google Data Studio
- API Nation works as a bridge between apps like like Google Suite, Facebook, and Boomtown. Click here to see all pre-built integrations.
- Contact support@apination.com with additional questions.
