How do I create a contact in Follow Up Boss, enter their information, and activate an action plan when a site visitor completes a questionnaire?

  • 28 October 2022
  • 6 replies

I’m trying to figure out how to set up a connection between 123FormBuilder and Follow Up Boss (FUB) so that when a person completes a questionnaire on my site, it creates a contact on FUB, adds the information to their profile, and triggers an action plan on FUB. Anyone have experience setting up this sort of Zap?

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6 replies

Userlevel 7
Badge +14

Hi @freshairny 

Good question.

Try these Zap steps:


Thanks. If I need it to both create a new contact and then trigger an action plan, would you have any idea how I’d achieve that?

Userlevel 7
Badge +14


You’d need the 3 steps as shown in the screenshots above.

When I attempt to set up a new submission, I’m getting this message on Zapier:

Create a new submission in your 

123FormBuilder logo account and test your trigger again.

I have two forms set up in 123FormBuilder, so not sure what it means by ‘create a new submission’. 

Userlevel 7
Badge +14


Please post screenshots with how your Zap steps are configured in order for us to have context.

Help article about how to change your trigger test data:

Userlevel 7
Badge +8

Hi @freshairny did you want to post your screenshots so we can have a bit more context to help you out? Or were you able to get it up and running? 😆