Integrate Follow Up Boss with Gravity Forms to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Follow Up Boss with Gravity Forms - no code necessary. See how you can get setup in minutes.

Select a trigger from Follow Up Boss

A trigger is an event that starts your Zap and runs the workflow. For example, with Follow Up Boss, a trigger could be "New Appointment."
A trigger is the event that kicks off your automated workflow.

Setup an action from Gravity Forms

An action is what takes place after the automation is triggered. For example, with Gravity Forms, the action could be "Create Entry."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Follow Up Boss to Gravity Forms

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

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Frequently Asked Questions about Follow Up Boss + Gravity Forms 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 Gravity Forms

How can I integrate Follow Up Boss with Gravity Forms?

You can integrate Follow Up Boss with Gravity Forms using our workflow automation tool. Start by creating a new Zap that triggers every time a form is submitted in Gravity Forms. Then, set the action to add the submitted form data as a new contact in Follow Up Boss.

What triggers can I use from Gravity Forms to send data to Follow Up Boss?

The primary trigger you can use is 'New Form Submission' in Gravity Forms. This will initiate actions in our system, allowing you to send each submission's data directly into Follow Up Boss as contacts or leads.

Can I customize the data that's sent from Gravity Forms to Follow Up Boss?

Yes, when setting up the integration, you have the flexibility to map specific fields from your Gravity Form submissions to corresponding fields in Follow Up Boss. This ensures the correct data is captured according to your needs.

Is it possible to update existing contacts in Follow Up Boss using Gravity Forms submissions?

Our integration primarily supports creating new contacts. However, with additional setup and filtering, you might configure conditions within your Zap to update existing contacts based on email addresses or unique identifiers.

How do I handle errors when integrating these two platforms?

If there's an error during integration or data transfer between Gravity Forms and Follow Up Boss, check the task history for detailed logs that highlight what went wrong, allowing you to troubleshoot accordingly.

What happens if a required field is missing in a submission from Gravity Forms?

If a required field for creating a contact in Follow Up Boss is missing, our system will flag this and prevent the contact creation until all mandatory fields are provided.

Can I create custom actions in Follow Up Boss based on form submissions from Gravity Forms?

While our standard setup focuses on adding new contacts from submissions, you can enhance functionality by using filters and conditional logic within your Zap setup to create customized actions such as tagging or assigning leads.

Connect Follow Up Boss and Gravity Forms 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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Connect Follow Up Boss and Gravity Forms to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start here
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Choose an Action

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.

  • Follow Up Boss triggers, actions, and search
    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 ID
      Required
    • Team Member(s)
    Action
    Write
  • Follow Up Boss triggers, actions, and search
    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search
    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Tag name
      Required
    Trigger
    Instant
    Try It
    • Contact Phone, Email, or ID
      Required
    • Tag(s)
      Required
    Action
    Write

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate Gravity Forms on the Zapier blog

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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 moreHelp
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    About Gravity Forms
    Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
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