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PlanSo Forms for WordPress + Follow Up Boss Integrations

How to connect PlanSo Forms for WordPress + Follow Up Boss

Zapier lets you send info between PlanSo Forms for WordPress and Follow Up Boss automatically—no code required.

When this happens...
PlanSo Forms for WordPressPlanSo Forms for WordPress
New Submission

Triggers when a form is submitted

automatically do this!
Follow Up BossFollow Up Boss
Add Collaborators

Adds selected users as collaborated on a given contact.

Supported triggers and actions

What does this mean?

How PlanSo Forms for WordPress + Follow Up Boss Integrations Work

  1. Step 1: Authenticate PlanSo Forms for WordPress + Follow Up Boss.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About PlanSo Forms for WordPress

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

Related categories

  • Forms & Surveys
  • WordPress

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follow-up-boss logo
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 More

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