In Follow Up Boss, you will now see a new source under Admin > Lead Flowģ. Use the Direct Form Link to enter a Sample Entry using lead information not already in Follow Up BossĢ. They offer direct copy/paste code, or direct integrations with providers like WordPress, Facebook, Squarespace, and Wix.ġ. Note: You can access your form using the provided direct link (great for internal usage), or embed the form into your website using the options provided. 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. For more information, see their help center.
Jotform forms full#
Place the full power of Jotform at your fingertips. Jotform's form maker and survey maker is powered up with 10,000+ free form templates. Note: Most FUB users will create simple forms, though there's no limit to the complexity of forms you can build with Jotform. Jotform Mobile Forms is an online form builder and survey builder that lets you create and fill forms & surveys for data collection even when you are offline. The minimum requirement is an email address or phone number field. This can be as simple or complex 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. This form is not an Investment Application Form, and is only meant for providing information and documents required for KYC. 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.
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