Follow Up Boss
When this happens...
JotFormNew Submission
Then do this...
Follow Up BossCreate or Update Contact Without Triggering Action Plans

If copying information manually between JotForm and Follow Up Boss just isn't cutting it for you any more, give this integration between the two a shot. After that, a new contact will be created on Follow Up Boss for every new JotForm submission you receive, giving you all the tools you need to chase down those prospects and close the deals successfully.

How It Works

  1. A new submission is received on JotForm
  2. Zapier automatically creates a contact on Follow Up Boss

What You Need

  • JotForm account
  • Follow Up Boss account

Why Zapier?

Free

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Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Follow Up Boss + JotForm and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

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

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.

New Deal

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

Create Note

Creates a note on a contact

Tag Added to Contact

Fires when a tag is added to a contact in Follow Up Boss.

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

New Submission

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

Change Stage of a Contact

Changes the stage of an existing contact.

Person Stage Updated

Fires when a contact's stage is updated in Follow Up Boss.

Reassign Agent

Assign a different agent to this contact.

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Become a Zapier Integration Partner

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 More

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.

See JotForm Integrations

Connect Follow Up Boss + JotForm

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