Paste your Follow Up Boss Lead Email Address in the Recipient Emails field Match Information to each field using Form Fieldsġ0. Copy the blank copy of the Standard Lead Email Formatħ. Integrating Your Form with Follow Up BossĤ. The solution is to replace the widget field with a simple drop-down, or select Yes for the 'Disable multiple selection' option in the Widget Settings (which will effectively turn it into a drop-down). Only the first piece of data selected will be parsed into FUB. Not all of these widgets are compatible with FUB's email parsing format.įor example, the multiple selections widget, which creates a field in the form that allows the user to select multiple answers for one question, will not parse properly into FUB. Note: In Jotform, it's possible to add a variety of widgets to your form in addition to standard form fields. The minimum requirement is an email address or phone number field. This can be as simple or in-depth as you like. Click Create Form in orange (we recommend a Classic format, blank form)ģ. Log in to Jotform and access the My Forms tabĢ. Quick forms that can be used as simple landing pages.ġ.Phone leads, people you meet in person or at events, etc.)

Distributing manually entered leads to agents via Round Robin or First to Claim.Embedding forms on your website and having those entries flow into Follow Up Boss.

JotForm is a platform for creating custom webforms.

Jot forms app