Connect Follow Up Boss and WordPress to unlock the power of automation
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Set up your first integration
Quickly connect Follow Up Boss to WordPress with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Follow Up Boss with WordPress - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.
Add your action
An action happens after the trigger—such as "Upload Media" in WordPress.
You’re connected!
Zapier seamlessly connects Follow Up Boss and WordPress, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Team Member(s)
ActionWrite
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionWrite
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Connect Follow Up Boss and WordPress to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Frequently Asked Questions about Follow Up Boss + WordPress integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and WordPress
How do I integrate Follow Up Boss with WordPress?
To integrate Follow Up Boss with WordPress, you can use automation platforms like ours. By creating Zaps, you can set up triggers from WordPress, such as form submissions or new posts, and send data to Follow Up Boss for actions like creating or updating a contact.
What are some common triggers in WordPress for Follow Up Boss integration?
Common triggers in WordPress include new form submissions, user registrations, and post publishing. These can initiate actions in Follow Up Boss such as adding a new lead or updating an existing contact's information.
Can I automate the creation of contacts in Follow Up Boss using WordPress forms?
Yes, you can automate contact creation in Follow Up Boss by using form submissions from your WordPress site as the trigger. This will prompt an action that creates a new contact in your Follow Up Boss account.
Are there specific plugins needed on WordPress to work with Follow Up Boss?
While specific plugins aren't mandatory to facilitate integration, using form builder plugins like Gravity Forms or WPForms makes it easier to collect visitor information on your site and trigger actions in Follow Up Boss.
How does data mapping work when integrating these two platforms?
When integrating WordPress and Follow Up Boss through our platform, data mapping involves selecting which fields from your trigger (like a form on your site) match up with the fields in your action (such as creating a contact) within Follow Up Boss.
Is it possible to update existing contacts in Follow Up Boss via WordPress events?
Yes, if a triggering event from your WordPress setup includes identifiable information such as an email address already present in Follow Up Boss, our platform can update the existing contact with new details provided by the event.
Do I need coding expertise to set up this integration between WordPress and Follow Up Boss?
No coding expertise is necessary. Our platform provides user-friendly interfaces where you select triggers and actions without needing to write any code. You simply map fields according to your needs.
