Typeform + Follow Up Boss Integrations

How to connect Typeform + Follow Up Boss

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Add new Follow Up Boss contacts for new Typeform entries

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Create new Follow Up Boss notes from new Typeform entries

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Add new Typeform entries as inquiries or website events in Follow Up Boss

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Create or update Follow Up Boss contacts from new Typeform entries

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Create or update Follow Up Boss contacts without triggering action plans from new Typeform entries

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Create new Follow Up Boss inquiries or website events from new Typeform entries

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Add new Follow Up Boss contacts for new Typeform entries

Details

Try it

Create new Follow Up Boss notes from new Typeform entries

Details

Try it

Add new Typeform entries as inquiries or website events in Follow Up Boss

Details

Try it

Create or update Follow Up Boss contacts from new Typeform entries

Details

Try it

Create or update Follow Up Boss contacts without triggering action plans from new Typeform entries

Details

Try it

Create new Follow Up Boss inquiries or website events from new Typeform entries

Details

Try it

Create duplicate Typeform forms for new Follow Up Boss contacts
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Follow Up Boss + Typeform

Create duplicate Typeform forms for new Follow Up Boss contacts

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Follow Up Boss + Typeform

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
Try It
- Form To DuplicateRequired
- Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
- Title of Your Duplicate Form (leave blank for same title)
Action
Write
- Welcome
Action
Write
- FormRequired
- responses submitted since the specified date and time.
- responses submitted until the specified date and time.
- search for responses that include the specified string.
- search for responses that are complete.
- maximum number of responses to fetch (default: 25, max: 1000)
Action
Search
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It

New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It

- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- title of your formRequired
- Choose Workspace To Create This Form In, leave it blank for default workspace
Action
Write
- Form To Update Question inRequired
- Please provide list of choices
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
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
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Owner
- App ExtensionRequired
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search

How Typeform + Follow Up Boss Integrations Work

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

Connect apps

Connect Typeform + Follow Up Boss

Typeform Tutorials

Follow Up Boss Tutorials

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

Formstack

Forms & Surveys

Jotform

Forms & Surveys

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

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Typeform + Follow Up Boss Integrations

How to connect Typeform + Follow Up Boss

Add new Follow Up Boss contacts for new Typeform entries

Create new Follow Up Boss notes from new Typeform entries

Add new Typeform entries as inquiries or website events in Follow Up Boss

Create or update Follow Up Boss contacts from new Typeform entries

Create or update Follow Up Boss contacts without triggering action plans from new Typeform entries

Create new Follow Up Boss inquiries or website events from new Typeform entries

Add new Follow Up Boss contacts for new Typeform entries

Create new Follow Up Boss notes from new Typeform entries

Add new Typeform entries as inquiries or website events in Follow Up Boss

Create or update Follow Up Boss contacts from new Typeform entries

Create or update Follow Up Boss contacts without triggering action plans from new Typeform entries

Create new Follow Up Boss inquiries or website events from new Typeform entries

Create duplicate Typeform forms for new Follow Up Boss contacts

Create duplicate Typeform forms for new Follow Up Boss contacts

Connect your apps and automate workflows

New Entry

Duplicates an Existing Form

Form To DuplicateRequired

Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)

Title of Your Duplicate Form (leave blank for same title)

App Extensions (Beta)

Welcome

Lookup Responses

FormRequired

responses submitted since the specified date and time.

responses submitted until the specified date and time.

search for responses that include the specified string.

search for responses that are complete.

maximum number of responses to fetch (default: 25, max: 1000)

New Deal

New Contact

Tag Added to Contact

Tag nameRequired

Add Tags to a Contact

Contact Phone, Email, or IDRequired

Tag(s)Required

Change Stage of a Contact

Contact Phone, Email, or IDRequired

StageRequired

Create Deal

Contact Phone, Email, or IDRequired

NameRequired

PipelineRequired

StageRequired

Team Member(s)Required

Description

Price

Commission

Projected Close Date

Create Task

Contact Phone, Email, or IDRequired

NameRequired

TypeRequired

Assigned ToRequired

Due

Is Completed

Pause an Action Plan for a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

New Inquiry or Website Event

Event TypeRequired

Message

First Name

Last Name

Email Address

Phone Number

Source

Stage

Is Contacted?

Tags

Street Address

City

State/Province

Zip/Postal Code

Custom Field 1 Name

Custom Field 1 Value

Custom Field 2 Name

Custom Field 2 Value