About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

  • Home
  • Get Help
  • How Do I
  • Transfer Lead History from Google Sheets to Follow Up Boss (Streak to Follow Up Boss)
Question

Transfer Lead History from Google Sheets to Follow Up Boss (Streak to Follow Up Boss)

  • 26 February 2024
  • 1 reply
  • 12 views
M

I have a sheet full of lead history. All interactions with my leads in my previous CRM (Streak). For example, comments and their dates, notes, call logs, texts, when the lead was added, the stage, the time of the change of each stage etc etc.

 

I have this information available in the form of CSV files, google sheets etc. Now I want this information to be imported into my new CRM (Follow up Boss). The problem is there is only the option of filling a few main field and then custom fields. There is no option where I can get all the dozens and dozens of notes and comments and their timeline added to FUB contacts in the form of notes through Zaps. I need to do that. How can I do it?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @MZ123 

For us to have more context, post screenshots with how your steps are outlined and configured, thanks.

For example, this Zap action step can be used to create a Note on a Contact in FUB.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Terms & Conditions