Cognito Forms + Follow Up Boss
Create new Follow Up Boss inquiries or website events from new Cognito Forms entries
Efficiently manage your inquiries from Cognito Forms by connecting it to Follow Up Boss. With this workflow, each time a new entry is submitted in Cognito Forms, a new inquiry or website event will be created in Follow Up Boss. This simple yet powerful automation saves you time and ensures no potential lead goes unnoticed.
Efficiently manage your inquiries from Cognito Forms by connecting it to Follow Up Boss. With this workflow, each time a new entry is submitted in Cognito Forms, a new inquiry or website event will be created in Follow Up Boss. This simple yet powerful automation saves you time and ensures no potential lead goes unnoticed.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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