Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.
Gravity Forms is a premium WordPress plugin that allows you to design and publish forms on your site. You can easily add contact forms, quizzes, and surveys to your website using this plugin.
It's easy to connect Follow Up Boss + Gravity Forms without coding knowledge. Start creating your own business flow.
Triggers every time a new appointment is created in Follow Up Boss.
Triggers every time a new contact is created in Follow Up Boss.
Triggers when a new specified form is submitted.
Create follow Up leads
Create Task in Follow Up Boss.
Creates a new form entry.
Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.
Fplow Up Boss is a To Do List plugin that allows you to send fplow up emails and reminders to your clients. It allows you to set up automatic reminders at a certain day and time after your client’s first visit on your site. It also allows you to send personal reminders to your customers so they remember to fill in their details and update their contact information. You can also create custom fplow up messages for different types of clients or for different products or services.
Gravity Forms is an awesome plugin from Automattic that allows you to create forms easily without any coding knowledge. It is used by thousands of web developers and site owners to create forms for lead generation, cplecting data, filling subscription forms, booking appointments, etc.
Fplow Up Boss’ integration with Gravity Forms is built-in by default. This means that automatically when you install Fplow Up Boss, you will also get the choice to enable the integration between the two plugins. Fplow Up Boss will then be able to send emails through Gravity Forms.
To use the integration feature, go to Settings>Integration>Gravity Forms and configure your settings as per your preference. The Integration feature enables the fplowup_gravityforms_send_email_after_days option in Fplow Up Boss. This option allows you to choose the number of days after which an email reminder should be sent to your clients.
You can also define a custom email template for sending reminders using the fplowing option. fplowup_gravityforms_send_email_template . For example, if you want to use the same style of emails you have in your site, you can use the fplowing code for this option:
<?php $title = 'New Post'; $subject = 'New Post at Your Site'; $message = 'Thanks for adding your email address on our site.<br /> <b>Here is a new post</b> that was posted today.'; $message .= 'Please check out our latest post.'; ?>
You can change the message above as per your need. If you want more character spaces in your message, you can adjust the length of the string by defining a shorter value for the fplowing option. fplowup_gravityforms_send_email_width .
For example, if you want a 200 character space in your message, use the fplowing code:
<?php $fplowup_gravityforms_send_email_width = 200; ?>
Likewise, if you want no character spaces in your message, use the fplowing code:
<?php $fplowup_gravityforms_send_email_width = 0; ?>
For having no character spaces in your message, make sure that your subject line has a character space. If you don’t have a character space in your subject line, it will not work.
Next, you can display a specific notification at the top of each email reminding your customers about their registration date and expiration date by using the fplowing option. fplowup_gravityforms_show_reminder . For example, if you want to display the fplowing message at the top of every email reminder. “This email is sent to remind you that your account expires on September 1 2012”, use the fplowing code:
<?php $fplowup_gravityforms_show_reminder = true; ?>
You can also choose what kind of messages should be shown to your customer by using the fplowing options. fplowup_gravityforms_reminder_returned , fplowup_gravityforms_reminder_expired , and fplowup_gravityforms_reminder_email . If you want to show only expired reminder messages and expired reminder emails, use the fplowing code:
<?php $fplowup_gravityforms_reminder_expired = true; $fplowup_gravityforms_reminder_email = true; ?>
The process to integrate Fplow Up Boss and Gravity Forms may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.