Managing contacts efficiently is crucial for any business, especially in real estate where relationships are key. Our Create or Update Contact Form template offers a streamlined solution for capturing and maintaining accurate contact information in Follow Up Boss. This Zapier-powered template ensures all essential details are collected systematically without triggering automatic action plans, giving you full control over your follow-up processes.

Why you should create this form with Zapier

The Create or Update Contact Form template revolutionizes how you handle contact information in Follow Up Boss. It saves you time and reduces errors in data entry by providing a centralized form for gathering all necessary details in one go. This approach not only improves the quality of your contact database but also allows you to focus more on building relationships and less on administrative tasks. By not activating action plans automatically, you retain control over your follow-up processes, which is particularly beneficial when updating existing contacts or customizing your approach for new ones.

Zapier products the template uses

This template utilizes several Zapier products to create a seamless workflow:

• Interfaces — an automated form, page, and app builder for collecting data
• Tables — databases that let you track and automate your data
• Zaps — an automated workflow
• Canvas — a diagramming tool that helps you visualize your workflows

How this form template works

This template uses one Interface, one Table, and one Zap to efficiently create or update contacts in Follow Up Boss without triggering automatic action plans. Here's a step-by-step breakdown of the process:

• The workflow begins with an Interface form that collects comprehensive contact information.
• When someone submits the form, the data is temporarily stored in a Table for processing.
• A Zap is triggered by the new entry in the Table.
• The Zap checks if the contact already exists in Follow Up Boss using the email address or phone number.
• If the contact exists, the Zap updates the existing record in Follow Up Boss with the new information.
• If the contact doesn't exist, the Zap creates a new contact in Follow Up Boss.
• Throughout this process, no action plans are activated in Follow Up Boss, giving you full control over follow-up activities.
• The Canvas provides a visual representation of this workflow, making it easy to understand and modify if needed.

Who should use this template

This Create or Update Contact Form template is ideal for:

• Real estate professionals: Agents and brokers can use this template to efficiently manage their growing list of leads and clients.
• Sales teams: Any sales team using Follow Up Boss can benefit from this template for standardized lead input and contact updates.
• Marketing professionals: Marketers can capture leads from various campaigns and events, ensuring all necessary information is collected.
• Small business owners: Entrepreneurs can keep their customer database organized and up-to-date with this systematic approach.
• Customer service representatives: Support teams can quickly update customer information during interactions.
• Event organizers: Streamline the process of adding new contacts to Follow Up Boss without triggering unnecessary automated actions.

Key benefits this form template

• Streamlined data entry: Capture all essential contact information in one go, reducing multiple data entry points.
• Improved data accuracy: Minimize errors through standardized form input.
• Time-saving automation: Automatically create or update contacts in Follow Up Boss, freeing up time for client interactions.