Connect Typeform and Follow Up Boss
Integrate Typeform with Follow Up Boss to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create an Empty Form in Typeform when New Deal Created in Follow Up Boss
Duplicate an Existing Form in Typeform when New Deal Created in Follow Up Boss
Lookup Responses in Typeform when New Deal Created in Follow Up Boss
Create an Empty Form in Typeform when New Appointment Is Created in Follow Up Boss
Duplicate an Existing Form in Typeform when New Appointment Is Created in Follow Up Boss
Popular Typeform + Follow Up Boss flows
Start from a real workflow other teams are already running.
Choose a trigger
Typeform
When this happens...
When a form is submitted
Choose an action
Follow Up Boss
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
Create an Empty Form in Typeform when New Deal Created in Follow Up Boss
Use this flowDuplicate an Existing Form in Typeform when New Deal Created in Follow Up Boss
Use this flowLookup Responses in Typeform when New Deal Created in Follow Up Boss
Use this flowCreate an Empty Form in Typeform when New Appointment Is Created in Follow Up Boss
Use this flowDuplicate an Existing Form in Typeform when New Appointment Is Created in Follow Up Boss
Use this flowLookup Responses in Typeform when New Appointment Is Created in Follow Up Boss
Use this flowCreate an Empty Form in Typeform when New Contact Created in Follow Up Boss
Use this flowDuplicate an Existing Form in Typeform when New Contact Created in Follow Up Boss
Use this flowLookup Responses in Typeform when New Contact Created in Follow Up Boss
Use this flowCreate an Empty Form in Typeform when New Task Is Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Typeform and Follow Up Boss.
When this happensTriggers
A trigger is an event that starts a workflow.
When a form is submitted
Runs the workflow automatically whenever the selected form is submitted.
New Deal Created
Triggers when new deal is created.
New Appointment Is Created
Runs when new appointment is created
New Contact Created
Runs when new contact is created
New Task Is Created
Runs when new task is created
Contact Is Updated
Runs when contact is updated
Do thisActions
Action is the task that follows automatically within your Typeform integrations.
Create an Empty Form
Creates a new empty form.
Duplicate an Existing Form
Duplicates an existing form
Lookup Responses
Look up responses for a given criteria
List Contacts
Retrieve a list of contacts to review or act on leads. Use optional filters (name, email, phone, last-activity date range, tags, assigned agent, stage, source, contacted status, price), plus sorting, paging, and options to include trashed or unclaimed contacts.
Create Deal
Add a new deal to track a transaction and assign people or agents.
Create Contact
Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Typeform and Follow Up Boss workflows.
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About Typeform
Typeform makes collecting and sharing information comfortable and conversational. It's a web based platform you can use to create anything from surveys to apps, without needing to write a single line of code.
Learn more
About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Typeform and Follow Up Boss accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Typeform and Follow Up Boss as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Follow Up Boss. No coding required.
Yes. You can set up a workflow where Typeform triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in Typeform. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Typeform and Follow Up Boss. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Typeform and Follow Up Boss integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
