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Follow Up Boss + Zoho Forms

Create Follow Up Boss deals from new Zoho Forms entries

Effortlessly streamline your sales process with this Zoho Forms to Follow Up Boss workflow. Whenever a new form entry is submitted in Zoho Forms, a deal will be created in Follow Up Boss, allowing you to efficiently manage and track your sales leads. Stay organized and save time, while this automation keeps your pipeline up-to-date.

Effortlessly streamline your sales process with this Zoho Forms to Follow Up Boss workflow. Whenever a new form entry is submitted in Zoho Forms, a deal will be created in Follow Up Boss, allowing you to efficiently manage and track your sales leads. Stay organized and save time, while this automation keeps your pipeline up-to-date.

  1. When this happens...
    Zoho FormsZoho Forms
    New Form Entry

    Triggers when a new form entry is submitted.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create Deal

    Creates a deal on a contact.

    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
    • 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
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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zoho-forms logo
zoho-forms logo

About Zoho Forms

Zoho Forms is a free online form builder that lets you create custom forms, receive responses by email, and collaborate with your team.

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