Cognito Forms + Follow Up Boss

Create new deals in Follow Up Boss whenever there are new entries in Cognito Forms

Manage your leads more efficiently with this automation. When a new entry is made in Cognito Forms, it immediately triggers the creation of a deal in Follow Up Boss. It keeps your sales pipeline updated, ensuring no leads fall through the cracks, and saves you time on manual data entry.

Manage your leads more efficiently with this automation. When a new entry is made in Cognito Forms, it immediately triggers the creation of a deal in Follow Up Boss. It keeps your sales pipeline updated, ensuring no leads fall through the cracks, and saves you time on manual data entry.

  1. When this happens...
    Cognito FormsCognito Forms
    New Entry

    Triggers when someone fills out your form.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create Deal

    Creates a deal on a contact.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • IdRequired

    Action
    Write
    • FormRequired

    • Availability Start

    • Availability End

    • Not Available Message

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • IdRequired

    • FormRequired

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
cognito-forms logo
cognito-forms logo

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn more

Related categories

  • Forms & Surveys

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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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier