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Set up your first integration
Quickly connect Follow Up Boss to Google Forms with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Follow Up Boss with Google 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 "API Request (Beta)" in Google Forms.
You’re connected!
Zapier seamlessly connects Follow Up Boss and Google 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 Google Forms
Track new contacts added via Google Forms
When someone submits a response through Google Forms, Zapier automatically adds them as a contact in Follow Up Boss, ensuring leads and information are captured without manual entry.
Business OwnerRoute form submissions to marketing workflows
When someone submits a Google Form, Zapier triggers an action in Follow Up Boss to add tags or update stages for marketing campaigns. This ensures streamlined management of prospects and marketing initiatives.
Marketing & Marketing OpsLog form responses as notes on contacts
When a response is submitted via Google Forms, Zapier searches for the existing contact in Follow Up Boss and logs the form submission as a note. This keeps customer interactions centralized without needing manual updates.
Sales OpsLearn how to automate Follow Up Boss on the Zapier blog
Learn how to automate Google Forms on the Zapier blog
Frequently Asked Questions about Follow Up Boss + Google 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 Google Forms
How can I integrate Follow Up Boss with Google Forms?
To integrate Follow Up Boss with Google Forms, you can use our automation platform to create a 'Zap'. This involves selecting a trigger event in Google Forms, such as a new form submission, and then defining the actions that should occur in Follow Up Boss, like creating a new contact or updating an existing one.
What kind of trigger events can I use with Google Forms to initiate actions in Follow Up Boss?
You can set up triggers on events such as 'New Form Response', which will start the automation workflow each time your form gets a new response. This ensures that each submission is automatically processed according to your pre-defined actions in Follow Up Boss.
Can I update existing contacts in Follow Up Boss using responses from Google Forms?
Yes, you can configure your integration to match incoming Google Form responses with existing contacts in Follow Up Boss and update their details. For example, updating phone numbers or email addresses based on form submissions.
Is it possible to automatically create tasks in Follow Up Boss from Google Form entries?
Absolutely! Once you have set up the integration, you can define an action where submitting a response on your Google Form automatically creates a task in Follow Up Boss, keeping your follow-ups organized.
How do we handle multiple choice questions from Google Forms within Follow Up Boss?
Multiple choice answers from Google Forms can be captured and used within Follow Up Boss by mapping each choice to corresponding fields or tags. This allows for categorized sorting and filtering of contacts based on their form responses.
Can I send notifications within Follow Up Boss when new responses come in through Google Forms?
Yes, you can set up an action so that every time there is a new submission via Google Forms, notifications are sent directly within the Follow Up Boss system. This might include sending alerts to specific team members or updating communication threads.
Do we support conditional logic between Google Forms and Follow Up Boss integrations?
Certainly! Our platform allows for conditional logic so certain actions are only triggered under specific conditions defined by Google Form input. For instance, if a respondent selects 'Yes' on a particular question, it could trigger adding them to a special group within Follow Up Boss.
