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Follow Up Boss + Ninja Forms

Create or update Follow Up Boss contacts from new Ninja Forms submissions

Capture every form submission within Ninja Forms to update contact details in Follow Up Boss seamlessly. This automation workflow simplifies data entry tasks, streamlines your process, and ensures no lead falls between the cracks. It turns new form submissions into opportunities by creating or updating contacts in Follow Up Boss, without triggering action plans. Ideal for businesses seeking to optimize lead management and improve sales productivity.

Capture every form submission within Ninja Forms to update contact details in Follow Up Boss seamlessly. This automation workflow simplifies data entry tasks, streamlines your process, and ensures no lead falls between the cracks. It turns new form submissions into opportunities by creating or updating contacts in Follow Up Boss, without triggering action plans. Ideal for businesses seeking to optimize lead management and improve sales productivity.

  1. When this happens...
    Ninja FormsNinja Forms
    New Form Submission

    Triggers when a form is submitted.

    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?
  • Ninja Forms triggers, actions, and search

    New Form Submission

    Triggers when a form is submitted.

    Trigger
    Instant
    Try It
  • 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 triggers, actions, and search

    New Contact

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

    Trigger
    Instant
    Try It
    • Tag nameRequired

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Appointment

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

    Trigger
    Instant
    Try It
    • Pipeline name

    • Stage name

    Trigger
    Instant
    Try It
    • Stage name

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Team Member(s)

    Action
    Write
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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ninjaforms logo

About Ninja Forms

Ninja Forms is the easiest and most flexible WordPress Form builder.

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