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Question

How do I connect MyRealPages to Follow Up Boss and tag inbound form submissions for custom action plans?

  • May 23, 2024
  • 1 reply
  • 11 views
N

Hello,

I am a Zapier user and am looking to connect my website (MyRealPages) to my CRM (Follow Up Boss). Have done a basic and successful connection between the two entities but am struggling to get what I need from the ZAP.

 

The reason I am looking for this Zapier connection is that I want to sort my inbound form submissions (there are 5 different forms) as leads and use different action plans based on the source of the form data. For example, I am using as a test my Home Evaluation form - https://jeffgaudet.com/home-evaluation.html and want to add a tag to this (HomeEval) that I can recognise in Follow Up Boss and send custom messages to the client?

 

Make sense?

 

Jeff

 

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

1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • May 23, 2024

Hi @New Fub 

To help us have more context, post screenshots with how your Zap steps are outlined and configured in EDIT mode, plus elaborate about the issue you are having with setting up the Zap steps.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
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