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Follow Up Boss + Paperform

Add new Paperform form submissions to Follow Up Boss as contacts without triggering action plans

Effortlessly manage your leads with this Paperform and Follow Up Boss integration. When a new form submission occurs in Paperform, this workflow will create or update a contact without triggering action plans in Follow Up Boss, saving you time and ensuring your leads are always up to date. No more manual data entry – just a seamless automation to keep your contact information organized and current.

Effortlessly manage your leads with this Paperform and Follow Up Boss integration. When a new form submission occurs in Paperform, this workflow will create or update a contact without triggering action plans in Follow Up Boss, saving you time and ensuring your leads are always up to date. No more manual data entry – just a seamless automation to keep your contact information organized and current.

  1. When this happens...
    PaperformPaperform
    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?
    • FormRequired

    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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paperform logo
paperform logo

About Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.

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