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Quickly connect Follow Up Boss to Jotform with a Zapier template.

Our most popular template

Create or update contacts in Follow Up Boss from new Jotform submissions
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Jotform + Follow Up Boss
Create new Follow Up Boss inquiries or website events from Jotform submissions
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Jotform + Follow Up Boss
Add new Follow Up Boss contacts for new Jotform submissions
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Jotform + Follow Up Boss
Add tags to Follow Up Boss contacts when new Jotform submissions are received
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Jotform + Follow Up Boss
Create or update Follow Up Boss contacts with new Jotform submissions without triggering action plans
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Jotform + Follow Up Boss
Create or update Follow Up Boss contacts without triggering action plans for new Jotform submissions
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Jotform + Follow Up Boss

Create or update contacts in Follow Up Boss from new Jotform submissions

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Jotform + Follow Up Boss

Create new Follow Up Boss inquiries or website events from Jotform submissions

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Jotform + Follow Up Boss

Add new Follow Up Boss contacts for new Jotform submissions

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Jotform + Follow Up Boss

Add tags to Follow Up Boss contacts when new Jotform submissions are received

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Jotform + Follow Up Boss

Create or update Follow Up Boss contacts with new Jotform submissions without triggering action plans

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Jotform + Follow Up Boss

Create or update Follow Up Boss contacts without triggering action plans for new Jotform submissions

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Jotform + Follow Up Boss

Create Follow Up Boss deals from new Jotform submissions
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Jotform + Follow Up Boss
Create Follow Up Boss notes for new Jotform submissions to stay organized
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Jotform + Follow Up Boss

How Zapier works

Zapier makes it easy to integrate Follow Up Boss with Jotform - 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 Jotform

An action is what takes place after the automation is triggered. For example, with Jotform, the action could be "Assign Form."

An action is the event that your automated workflow performs when triggered.

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

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Follow Up Boss to Jotform integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Follow Up Boss + Jotform 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 Jotform

How do I integrate Follow Up Boss with Jotform?

To integrate Follow Up Boss with Jotform, you can use our platform to create a workflow that connects the two apps. You'll need to set a trigger event, such as 'New Submission' in Jotform, and an action event like 'Create Contact' in Follow Up Boss.

What kind of information can be transferred from Jotform to Follow Up Boss?

When integrating Jotform with Follow Up Boss, you can transfer data such as contact information including name, email, phone numbers, and any custom fields you’ve set up in your forms. Make sure these fields match what’s in your Follow Up Boss account for smooth data transfer.

Can I automatically create contacts in Follow Up Boss from a Jotform submission?

Yes, by setting up a trigger for 'New Submission' in Jotform and an action for 'Create Contact' in Follow Up Boss on our platform, contacts will be generated automatically whenever a new form is submitted.

Can I customize which form fields from Jotform are sent to Follow Up Boss?

Absolutely, you can customize field mapping between Jotform and Follow Up Boss when setting up your integration. This allows specific form fields in Jotform to match designated fields in your contact profiles within Follow Up Boss.

Is it possible to update existing contacts in Follow Up Boss using data from Jotform submissions?

Yes, the integration allows for updating existing contacts. By establishing criteria for matching records (like email address), our system can update current contact information every time there's a new form submission on Jotform.

Does the integration work if there are multiple submissions from the same contact on Jotform?

Yes, our system handles multiple submissions efficiently. You can configure whether each submission creates a new contact or updates an existing one based on predefined conditions like matching email addresses.

Are there any limitations on the number of submissions processed when integrating both services?

The number of submissions processed depends on your plan's limits. Ensure your plan covers your expected volume of form submissions to prevent any interruptions to your workflow process.

Connect Follow Up Boss and Jotform 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

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.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.
Trigger
Instant
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- 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
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write

- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Message
  Required
Action
Write
- Form
  Required
Trigger
Instant
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Assignee Permission
Action
Write
- Select a form
  Required
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
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
- Contact Phone, Email, or ID
  Required
- Stage name
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline name
- Stage name
- Team Member(s)
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search
- Document
  Required
Trigger
Scheduled
Try It
- Select a form
  Required
- Asignee email
  Required
- Invitation Message
- Prefilled Field Permissions
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Message
  Required
Action
Write

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate Jotform on the Zapier blog

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Learn more Help

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

Formstack

Forms & Surveys

Typeform

Forms & Surveys

Connect Follow Up Boss and Jotform to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Create or update contacts in Follow Up Boss from new Jotform submissions

Create new Follow Up Boss inquiries or website events from Jotform submissions

Add new Follow Up Boss contacts for new Jotform submissions

Add tags to Follow Up Boss contacts when new Jotform submissions are received

Create or update Follow Up Boss contacts with new Jotform submissions without triggering action plans

Create or update Follow Up Boss contacts without triggering action plans for new Jotform submissions

Create or update contacts in Follow Up Boss from new Jotform submissions

Create new Follow Up Boss inquiries or website events from Jotform submissions

Add new Follow Up Boss contacts for new Jotform submissions

Add tags to Follow Up Boss contacts when new Jotform submissions are received

Create or update Follow Up Boss contacts with new Jotform submissions without triggering action plans

Create or update Follow Up Boss contacts without triggering action plans for new Jotform submissions

Create Follow Up Boss deals from new Jotform submissions

Create Follow Up Boss notes for new Jotform submissions to stay organized

How Zapier works

Select a trigger from Follow Up Boss

Setup an action from Jotform

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

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Make work flow with AI

Frequently Asked Questions about Follow Up Boss + Jotform integrations

Connect Follow Up Boss and Jotform to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

Learn how to automate Follow Up Boss on the Zapier blog

5 ways to automate Follow Up Boss with Zapier

Learn how to automate Jotform on the Zapier blog

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Connect Follow Up Boss to Jotform on the world's largest no-code automation platform

Explore Follow Up Boss + Jotform Integrations

Explore Follow Up Boss + Jotform Integrations