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Question

How do I send an email to the 'assigned to' person in Follow Up Boss

  • June 4, 2025
  • 2 replies
  • 9 views

Hello! I am trying to have a Google Form link sent out to the ‘assigned to’ agent in Follow Up Boss when a new contact is created. I continue to get a failed to send outbound email. Any ideas on how to set this up would be greatly appreciated!

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2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • June 4, 2025

Hi ​@Juless 

For us to have more info, post screenshots showing:

  • how your Zap steps are outlined
  • how your Zap steps are configured in EDIT mode with the field mappings visible
  • the encountered error

SamB
Community Manager
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  • Community Manager
  • June 19, 2025

Hi ​@Juless 👋

It’s been a while so I just wanted to check in—were you able to get things sorted?

Happy to lend a hand if you got stuck at all—just send over some screenshots as Troy mentioned, with any personal details obscured (you can use a tool like Zappy for that) and we’ll take a closer look.

Look forward to hearing from you! 🙂