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Best answer

Custom Fields in Follow Up Boss

  • 8 July 2021
  • 4 replies
  • 239 views
K

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.

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Best answer by nicksimard 10 July 2021, 02:22

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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
Userlevel 7
Badge +14

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.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
K

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
Userlevel 7
Badge +14

@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

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
nicksimard
Userlevel 7
Badge +11

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.

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