Connect Follow Up Boss and Gravity Forms to unlock the power of automation
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Set up your first integration
Quickly connect Follow Up Boss to Gravity Forms with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Follow Up Boss with Gravity Forms - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.
Add your action
An action happens after the trigger—such as "Create Entry" in Gravity Forms.
You’re connected!
Zapier seamlessly connects Follow Up Boss and Gravity Forms, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Team Member(s)
ActionWrite
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionWrite
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Practical ways you can use Follow Up Boss and Gravity Forms
Track new real estate leads from website forms
Automatically track new real estate leads by connecting Gravity Forms to Follow Up Boss. When a prospective client fills out a contact form on your website, Zapier creates a new contact in Follow Up Boss. This automation eliminates manual entry, helps monitor lead volume, and ensures no opportunity is missed.
Business OwnerNotify team about form submissions through Follow Up Boss updates
Keep your marketing team informed in real-time whenever a lead engages. When a tag is added to a contact in Follow Up Boss, Zapier can instantly submit the details to a Gravity Form, which can feed into your existing systems or alert mechanisms. This maintains high-touch engagement and strengthens lead nurturing efforts.
Marketing & Marketing OpsAutomatically log inquiries from Gravity Forms as deals
Streamline deal tracking by connecting Gravity Forms to Follow Up Boss. When a potential client submits an inquiry form, Zapier automatically creates a new deal entry in Follow Up Boss. This automation reduces manual data entry and ensures a timely sales process.
Sales OpsLearn how to automate Follow Up Boss on the Zapier blog
Learn how to automate Gravity Forms on the Zapier blog
Frequently Asked Questions about Follow Up Boss + Gravity Forms integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and Gravity Forms
How can I integrate Follow Up Boss with Gravity Forms?
You can integrate Follow Up Boss with Gravity Forms using our workflow automation tool. Start by creating a new Zap that triggers every time a form is submitted in Gravity Forms. Then, set the action to add the submitted form data as a new contact in Follow Up Boss.
What triggers can I use from Gravity Forms to send data to Follow Up Boss?
The primary trigger you can use is 'New Form Submission' in Gravity Forms. This will initiate actions in our system, allowing you to send each submission's data directly into Follow Up Boss as contacts or leads.
Can I customize the data that's sent from Gravity Forms to Follow Up Boss?
Yes, when setting up the integration, you have the flexibility to map specific fields from your Gravity Form submissions to corresponding fields in Follow Up Boss. This ensures the correct data is captured according to your needs.
Is it possible to update existing contacts in Follow Up Boss using Gravity Forms submissions?
Our integration primarily supports creating new contacts. However, with additional setup and filtering, you might configure conditions within your Zap to update existing contacts based on email addresses or unique identifiers.
How do I handle errors when integrating these two platforms?
If there's an error during integration or data transfer between Gravity Forms and Follow Up Boss, check the task history for detailed logs that highlight what went wrong, allowing you to troubleshoot accordingly.
What happens if a required field is missing in a submission from Gravity Forms?
If a required field for creating a contact in Follow Up Boss is missing, our system will flag this and prevent the contact creation until all mandatory fields are provided.
Can I create custom actions in Follow Up Boss based on form submissions from Gravity Forms?
While our standard setup focuses on adding new contacts from submissions, you can enhance functionality by using filters and conditional logic within your Zap setup to create customized actions such as tagging or assigning leads.
