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