Create or update Follow Up Boss contacts with new Jotform submissions without triggering action plans
Easily manage your contacts and follow-ups with this Jotform and Follow Up Boss integration. Whenever a new submission is received through Jotform, this workflow will automatically create or update the contact in Follow Up Boss, without triggering action plans. Stay organized and save time by streamlining your form submissions and contact management processes.
Easily manage your contacts and follow-ups with this Jotform and Follow Up Boss integration. Whenever a new submission is received through Jotform, this workflow will automatically create or update the contact in Follow Up Boss, without triggering action plans. Stay organized and save time by streamlining your form submissions and contact management processes.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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FormRequired
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Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
New Appointment
Fires when a new appointment is created in Follow Up Boss.
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DocumentRequired
Try ItSelect a formRequired
Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
New Deal
Fires when a new deal is created in Follow Up Boss.
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