Follow Up Boss + WPForms

Create or update Follow Up Boss contacts from new WPForms entries

Create or update contacts in Follow Up Boss seamlessly with this intuitive workflow. Whenever there's a new form entry in WPForms, it fires off this process to instantly organize your contacts in Follow Up Boss without triggering action plans. Save time on manual data entry, such that you can maintain focus on managing client relationships and growing your business.

Create or update contacts in Follow Up Boss seamlessly with this intuitive workflow. Whenever there's a new form entry in WPForms, it fires off this process to instantly organize your contacts in Follow Up Boss without triggering action plans. Save time on manual data entry, such that you can maintain focus on managing client relationships and growing your business.

  1. When this happens...
    WPFormsWPForms
    New Form Entry

    Triggers when a form entry 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 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
    • 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 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
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