How to Send Happy Forms Submissions to Follow Up Boss

Follow Up Boss is a real estate CRM that helps you manage contacts and track interactions. Happy Forms makes it easy to build WordPress forms. Happy Forms is where that data needs to go. Here is how to connect them without Zapier or code.

Why not just use Zapier?

For connecting your forms to real estate CRM, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with Happy Forms installed and at least one form.
• A Follow Up Boss account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Follow Up Boss to AFI

1. Log in to your Follow Up Boss account.
2. Go to Settings → API and copy your API Key.
3. In WordPress, go to AFI → Settings → Follow Up Boss.
4. Paste the API Key and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Happy Forms to Follow Up Boss.

2. Pick your trigger

Select Happy Forms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

3. Select Follow Up Boss as the destination

Choose Follow Up Boss from the platform dropdown and pick Add Lead. This creates a lead in Follow Up Boss.

4. Map fields

Match each Follow Up Boss field on the left to the corresponding Happy Forms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Only want to send certain submissions? Set up a conditional rule based on any form field value.

6. Save and test

Click Save Integration. Fill out your Happy Forms form and submit. Check Follow Up Boss to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to Follow Up Boss with unlimited submissions. Pro adds custom field mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect Happy Forms to Follow Up Boss in minutes.