Integration with Follow Up Boss

Follow Up Boss (FUB) is a very popular follow up system that allows you to automate marketing to your buyer lead and we suggest you to use this in conjunction with the Property Content Lock form which is powered by Ninjaforms.

In this article, we will show you how to integrate your Ninja Forms directly to your Follow Up Boss. As a bonus, you will not need to use a third party integration software (like Zapier) and directly send your leads to Follow Up Boss.

This works by using FUB's email parser, when a lead submits their information, it then gets forwarded directly to FUB in a 'formatted' email which FUB can read and pull out the required information that it needs for the lead to run your automations.

You will need to add what FUB calls a 'Format' which is simply text in an automatic email that goes from Ninja forms carrying your lead's information to FUB. Follow Up Boss has a Full Format and a Short Format. For more detailed info, please read these formats here.

To set this up, please log in to your WP Admin and go to Ninja Forms

In this article, we will use the Property Content Lock form as a recommended example. Click on the cog icon of the Property Content Lock form, then click on Edit.

Now, click on Emails & Actions, then click on the cog icon of Admin Email.

Enter in your Follow Up Boss email address (which is provided to you by in the "TO" and replace what is inside of the "EMAIL MESSAGE" with either the Full or the Short Format from Followup Boss along with appropriate short codes.

Below, you can see the default 'TO' and 'EMAIL MESSAGE' content which needs to be replaced.

Here is the example of the Full Format with REI Landlist's form short codes entered so that the short codes populate with whatever your buyer lead enters. If you wish to copy the list below, please make sure to copy and paste without formatting.

Name: {field:rei_name}

Email: {field:rei_email}

Source: Your Landlist Website - Property Content Lock Form
Notes: {field:rei_property-note} 
A couple things to note about the Full Format above:
The source is a label you can create your own so you will know which form the leads came from - this can even be blank. No short code needed for this. We just used ' Your Landlist Website - Property Content Lock Form' as an example.
As well, you can always look for short codes by clicking the " list" icon where the red arrow is pointing.

Once done, hit Done and Publish to save changes.