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Best answer

Custom Fields in Follow Up Boss

  • July 7, 2021
  • 4 replies
  • 357 views

How do I create more custom fields when creating a Zap? They only show 5 of them and I need many more for a form that I created to go into my CRM custom fields in Follow Up Boss. Any help would be greatly appreciated.

Best answer by nicksimard

Hi @KipnisCreative!

I checked and it looks like others have requested this. I've gone ahead and added your vote for that feature. We'll let you know via email when that's been implemented.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • July 7, 2021

Hi @KipnisCreative 

Check out this FUB help article about Custom Fields: https://help.followupboss.com/hc/en-us/articles/360015273733-Custom-Fields

Then click the [Refresh Fields] button in your Zap.


Thank you @Troy Tessalone. The problem I’m facing is that in Zapier, the Follow Up Boss zap only gives me the option of 5 custom fields to fill out but I need a lot more and trying to figure out what to do. I have a landing page form that clients fill out and I want all the information to go into the corresponding custom field in Follow Up Boss.


Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • July 9, 2021

@KipnisCreative 

You may have to use the FUB API: https://docs.followupboss.com/reference

App APIs can be used in Zaps with the Webhooks app: https://zapier.com/apps/webhook/integrations


nicksimard
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  • Zapier Staff
  • Answer
  • July 10, 2021

Hi @KipnisCreative!

I checked and it looks like others have requested this. I've gone ahead and added your vote for that feature. We'll let you know via email when that's been implemented.