Connect Follow Up Boss and Smartsheet
Integrate Follow Up Boss with Smartsheet to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Attachment to Row in Smartsheet when New Deal Created in Follow Up Boss
Copy Row in Smartsheet when New Deal Created in Follow Up Boss
Move Row in Smartsheet when New Deal Created in Follow Up Boss
Add Discussion to Row in Smartsheet when New Deal Created in Follow Up Boss
Create Workspace in Smartsheet when New Deal Created in Follow Up Boss
Popular Follow Up Boss + Smartsheet flows
Start from a real workflow other teams are already running.
Choose a trigger
Follow Up Boss
When this happens...
New Deal Created
New Appointment Is Created
New Contact Created
New Task Is Created
Contact Is Updated
Choose an action
Smartsheet
Automatically do this!
Add Attachment to Row
Copy Row
Move Row
Add Discussion to Row
Create Workspace
Send Row
Send Sheet
Find sheet Row
Add Attachment to Row in Smartsheet when New Deal Created in Follow Up Boss
Use this flowCopy Row in Smartsheet when New Deal Created in Follow Up Boss
Use this flowMove Row in Smartsheet when New Deal Created in Follow Up Boss
Use this flowAdd Discussion to Row in Smartsheet when New Deal Created in Follow Up Boss
Use this flowCreate Workspace in Smartsheet when New Deal Created in Follow Up Boss
Use this flowSend Row to Smartsheet when New Deal Created in Follow Up Boss
Use this flowSend Sheet using Smartsheet when New Deal Created in Follow Up Boss
Use this flowFind sheet Row in Smartsheet when New Deal Created in Follow Up Boss
Use this flowAdd Attachment to Row in Smartsheet when New Appointment Is Created in Follow Up Boss
Use this flowCopy Row in Smartsheet when New Appointment Is Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Smartsheet.
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal Created
Triggers when new deal is created.
New Appointment Is Created
Runs when new appointment is created
New Contact Created
Runs when new contact is created
New Task Is Created
Runs when new task is created
Contact Is Updated
Runs when contact is updated
New Row
Triggers when a new row is added to a sheet.
Do thisActions
Action is the task that follows automatically within your Follow Up Boss integrations.
List Contacts
Retrieve a list of contacts to review or act on leads. Use optional filters (name, email, phone, last-activity date range, tags, assigned agent, stage, source, contacted status, price), plus sorting, paging, and options to include trashed or unclaimed contacts.
Create Deal
Add a new deal to track a transaction and assign people or agents.
Create Contact
Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.
Create Task
Create a follow-up task for an existing contact; set assignee, due date/time, and an optional reminder.
Add Note to Contact
Add a note to a contact by email or name. Optionally include a subject and a plain-text or HTML body.
Add Attachment to Row
Attaches a file to an existing row.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn more
About Smartsheet
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Smartsheet accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Follow Up Boss and Smartsheet as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Smartsheet. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Smartsheet, and a separate workflow where Smartsheet triggers actions in Follow Up Boss. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Follow Up Boss and Smartsheet. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Follow Up Boss and Smartsheet integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
