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Follow Up Boss + Jotform

Create or update contacts in Follow Up Boss from new Jotform submissions

Effortlessly handle new submissions from Jotform by using this automation to instantly create or update contacts in Follow Up Boss, all without starting action plans. This workflow operates in real-time, ensuring your Follow Up Boss contacts stay up-to-date and helping you keep track of all submissions without the need for manual input. It streamlines your data management process, allowing you to focus on more critical tasks.

Effortlessly handle new submissions from Jotform by using this automation to instantly create or update contacts in Follow Up Boss, all without starting action plans. This workflow operates in real-time, ensuring your Follow Up Boss contacts stay up-to-date and helping you keep track of all submissions without the need for manual input. It streamlines your data management process, allowing you to focus on more critical tasks.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create or Update Contact Without Triggering Action Plans

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Appointment

    Fires when a new appointment is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Scheduled
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

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