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?

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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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?

@freshairny

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: https://zapier.com/help/create/basics/change-the-test-data-in-your-zap-trigger

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

Create a new submission in your

joseph@freshairny.com 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’.

@freshairny

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

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?

Hi @freshairny

Good question.

Try these Zap steps:

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