Typeform + Keap + Follow Up Boss Integrations
How to connect Typeform + Keap + Follow Up Boss
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Do even more with Typeform + Keap + Follow Up Boss
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Typeform, Keap, and Follow Up Boss. And don’t forget that you can add more apps and actions to create complex workflows.
New EntryTriggers when a form is submitted.Trigger- Create an Empty FormCreates a new empty form.Action
- Duplicates an Existing FormDuplicates an existing formAction
- Update Dropdown, Multiple Choice or Ranking Question OptionsUpdate Dropdown, Multiple Choice or Ranking Question OptionsAction
- Lookup ResponsesLooks up responses for a given criteria.Action
Tag Added to ContactTriggers when a tag is added to a contact the first time.Trigger- New ContactTriggers when a new contact is created.Trigger
- New Credit Card Charge - Merchant OnlyTriggers when a new credit card charge is made. (Merchant Only).Trigger
- Keap
Triggers when a new invoice is created.
Instant
Trigger
- Keap
Triggers when a New Manual Payment is added. (Cash or Check).
Instant
Trigger
- Keap
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Instant
Trigger
- Keap
Triggers when a new task is created.
Instant
Trigger
- Keap
Triggers when an existing contact is updated.
Instant
Trigger
- Keap
Creates a Company
Scheduled
Action
- Keap
Creates a new invoice
Scheduled
Action
- Keap
Creates a new note on a contact record
Scheduled
Action
- Keap
Creates a new task on a contact
Scheduled
Action
- Keap
Add a product to an already existing Invoice
Scheduled
Action
- Keap
Apply tags to a contact.
Scheduled
Action
- Keap
Creates a new contact or updates an existing contact.
Scheduled
Action
- Keap
Find a Contact.
Scheduled
Action
- Keap
Search for a company by name
Scheduled
Action
- Keap
Search for a company by name
Scheduled
Action
- Follow Up Boss
Fires when a new appointment is created in Follow Up Boss.
Instant
Trigger
- Follow Up Boss
Fires when a new deal is created in Follow Up Boss.
Instant
Trigger
- Follow Up Boss
Fires when the stage of a deal is updated in Follow Up Boss.
Instant
Trigger
- 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
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How Typeform + Keap + Follow Up Boss Integrations Work
- Step 1: Authenticate Typeform, Keap, 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.
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