The Scenario
You are a real estate team leader. Your team ran four open houses last weekend and collected sign-in sheets for a combined 90 prospects. A coordinator digitized everything into a Google Sheet over Monday morning: first name, last name, email, phone, and which property they visited.
The leads need to be in Follow Up Boss by noon so agents can start their follow-up sequences. It is 9:45 AM.
The bad version of this morning:
- The coordinator opens Follow Up Boss and clicks "Add Lead" one at a time
- Thirty contacts in, she is on row 31 of 90 and has been at it for 45 minutes
- She miskeys an email address on row 44 and does not notice until the bounce
- The last 20 leads do not get the "Open House" source tag because she forgot to set the default
- Agents start calling leads who are not in the system yet
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads the rows and creates Follow Up Boss lead events for each one, so your coordinator does not have to click through the CRM 90 times.
Open the SheetXAI sidebar and type:
Create a Follow Up Boss lead event for each row in this sheet — column A is first name, B is last name, C is email, D is phone, column E is the property address they visited. Tag the source as "Open House" for every lead. Write the Follow Up Boss person ID back into column F for each row.
SheetXAI reads the sheet, creates a lead event per row in Follow Up Boss, and writes each person ID back into column F. Ninety contacts, all tagged, person IDs in the sheet for reference.
What You Get
Ninety Follow Up Boss lead events created in one pass:
- Source tag — "Open House" applied to every record
- Contact fields — first name, last name, email, and phone from the sheet
- Property reference — the address they visited, written into the lead note
- Person IDs — written back into column F so the coordinator can cross-reference later
If an email is already in Follow Up Boss, SheetXAI does not create a duplicate. It finds the existing contact and updates the record instead, which is what you actually want from a returning lead.
Want to also kick off a drip sequence? Tell SheetXAI to apply an action plan to each contact as part of the same prompt. It handles the creation and the plan assignment in one pass.
What If the Data Is Not Quite Ready
Open house sign-in sheets are never clean. Someone writes their name as all caps, someone uses a nickname, two people share a phone number. SheetXAI handles cleanup and the import in the same prompt.
When names are inconsistently formatted
Half the rows have all-caps last names from a scanned form. The other half are title-case.
Normalize all names in columns A and B to title case. Then create a Follow Up Boss lead event for each row using the normalized names, with source tagged as "Open House", and write person IDs into column F.
When some rows are missing phone numbers
Fifty contacts gave email only. You still want them imported, but you want to flag the ones with no phone so agents know not to attempt a call.
Import every row as a Follow Up Boss lead with source "Open House". For rows where column D is blank, add a note to the lead that says "No phone — email only". Write person IDs into column F.
When the same person signed in at two properties
You have duplicate emails across properties. You do not want two lead records for the same person.
Before importing, find all rows where the email in column C appears more than once. For duplicates, keep only the first occurrence and write "DUPLICATE — skipped" into column F for the others. Then import the deduplicated rows into Follow Up Boss with source "Open House".
When you also need to apply action plans by property
Each property had a different agent host, and each agent wants their own follow-up sequence applied.
Create a Follow Up Boss lead event for each row in this sheet with source "Open House". After creating each lead, apply the action plan whose ID is in the ActionPlanID column (column G) to that person. Write person IDs into column F and confirm action plan applied in column H.
The pattern: instead of cleaning the sheet first and then importing manually, you ask for both in one prompt. The coordinator is done before the 10 AM stand-up.
Try It
Get the 7-day free trial of SheetXAI and open any sheet with lead contact data, then ask it to push the rows into Follow Up Boss. The Follow Up Boss integration is included in every SheetXAI plan. For related workflows, see how to bulk create deals from a sheet or the Follow Up Boss in Google Sheets overview.