Typeform + Follow Up Boss Integrations

How to connect Typeform + Follow Up Boss

Zapier lets you send info between Typeform and Follow Up Boss automatically—no code required.

When this happens...

New Entry

Triggers when a form is submitted.

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Add Collaborators

Adds selected users as collaborated on a given contact.

Popular Typeform + Follow Up Boss workflows

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Add new Follow Up Boss contacts for new Typeform entries
Typeform + Follow Up Boss
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When this happens
Step 1: New Entry
Then do this
Step 2: Create or Update Contact Without Triggering Action Plans
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Add new Follow Up Boss contacts for new Typeform entries
Add new Follow Up Boss contacts for new Typeform entries
Typeform + Follow Up Boss

Supported triggers and actions

What does this mean?

New Entry
Triggers when a form is submitted.
Trigger
Instant
Create an Empty Form
Creates a new empty form.
Action
Write
Duplicates an Existing Form
Duplicates an existing form
Action
Write
Update Dropdown, Multiple Choice or Ranking Question Options
Update Dropdown, Multiple Choice or Ranking Question Options
Action
Write
Lookup Responses
Looks up responses for a given criteria.
Action
Search

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant

Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.
Trigger
Instant

Follow Up Boss
Fires when a new contact is created in Follow Up Boss.
Instant
Trigger
Follow Up Boss
Fires when a contact's stage is updated in Follow Up Boss.
Instant
Trigger
Follow Up Boss
Fires when a tag is added to a contact in Follow Up Boss.
Instant
Trigger
Follow Up Boss
Adds selected users as collaborated on a given contact.
Scheduled
Action
Follow Up Boss
Adds tags to a contact.
Scheduled
Action
Follow Up Boss
Applies a selected action plan to a contact.
Scheduled
Action
Follow Up Boss
Changes the stage of an existing contact.
Scheduled
Action
Follow Up Boss
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
Scheduled
Action
Follow Up Boss
Creates a deal on a contact.
Scheduled
Action
Follow Up Boss
Creates a note on a contact
Scheduled
Action
Follow Up Boss
Create a task for a contact.
Scheduled
Action
Follow Up Boss
Logs a call on a contact.
Scheduled
Action
Follow Up Boss
Pauses a selected action plan for a contact.
Scheduled
Action
Follow Up Boss
Assign a different agent to this contact.
Scheduled
Action
Follow Up Boss
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
Scheduled
Action
Follow Up Boss
Search for a contact by email, phone number, or Follow Up Boss ID.
Scheduled
Action

How Typeform + Follow Up Boss Integrations Work

Step 1: Authenticate Typeform + 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

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.

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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