Follow Up Boss & Fluent Forms Integration Plugin

This WordPress plugin automatically sends Fluent Forms submissions to your Follow Up Boss CRM, streamlining your lead capture process.

Features

• Automatic Lead Sync: Seamlessly transfers form submissions from Fluent Forms to Follow Up Boss
• Smart Field Mapping: Automatically maps common form fields (name, email, phone) to Follow Up Boss contact fields
• Form Selection: Choose which specific forms should sync with Follow Up Boss
• Custom Event Types: Configure different event types for different forms (General Inquiry, Property Inquiry, etc.)
• Error Logging: Built-in logging system for troubleshooting
• Test Connection: Verify your API connection before going live
• Flexible Configuration: Customize source names, event types, and field mappings

Requirements

• WordPress 5.0 or higher
• PHP 7.4 or higher
• Fluent Forms plugin (Free or Pro)
• Follow Up Boss account with API access

Installation

Method 1: Manual Installation

1. Download the Plugin

   • Save the plugin code as fub-fluent-forms-integration.php
   • Create a folder called fub-fluent-forms-integration
   • Place the PHP file inside this folder

2. Upload to WordPress

   • Compress the folder into a ZIP file
   • Go to your WordPress admin → Plugins → Add New → Upload Plugin
   • Upload the ZIP file and activate the plugin

Method 2: Direct Upload

1. Upload the fub-fluent-forms-integration folder to /wp-content/plugins/
2. Activate the plugin through the WordPress admin Plugins menu

Setup Instructions

Step 1: Follow Up Boss API Setup

1. Get Your API Key

   • Log into your Follow Up Boss account
   • Go to Admin → API
   • Click Generate New Key
   • Give it a name like "WordPress Integration"
   • Copy the API key (you won't be able to see it again!)

2. Register Your System (Recommended)

   • Visit the Follow Up Boss Developer Registration
   • Register your system to get a System Key
   • This helps Follow Up Boss identify your integration

Step 2: Plugin Configuration

1. Access Plugin Settings

   • Go to WordPress Admin → Settings → FUB Integration

2. Configure API Settings

   • API Key: Paste your Follow Up Boss API key
   • System Name: Enter a name (e.g., "WordPress-FluentForms")
   • System Key: Enter your registered system key (if you have one)

3. Configure Default Settings

   • Default Source: How leads will be labeled (e.g., "Website Contact Form")
   • Default Event Type: Choose from:
     • General Inquiry
     • Property Inquiry
     • Showing Request
     • Home Search Registration
     • Market Report Request
     • Newsletter Signup
     • Contact Request

4. Select Forms

   • Check the boxes for forms that should sync with Follow Up Boss
   • You can enable/disable forms individually

5. Test Your Connection

   • Click the "Test Connection" button
   • Verify you see a success message

Step 3: Form Field Setup

The plugin automatically maps common field names:

Fluent Forms Field Names	Follow Up Boss Field
email, email_address, user_email	Email
first_name, fname, firstname	First Name
last_name, lname, lastname	Last Name
phone, phone_number, mobile, telephone	Phone
name, full_name, your_name	Full Name (split into first/last)

Tip: Use these field names in your Fluent Forms for best results.

Usage

Once configured, the integration works automatically:

1. User submits a form → Plugin captures the submission
2. Data is mapped → Form fields are mapped to Follow Up Boss fields
3. Sent to Follow Up Boss → Lead is created as an "event" in your CRM
4. Logged for review → Success/error is logged in plugin settings

Troubleshooting

Common Issues

"API key not configured" error

• Ensure you've entered your API key in the plugin settings
• Verify the API key is correct (no extra spaces)

"Connection failed" error

• Check your internet connection
• Verify your Follow Up Boss account is active
• Try regenerating your API key

Form submissions not appearing in Follow Up Boss

• Ensure the form is enabled in plugin settings
• Check the Recent Logs section for error messages
• Verify field names match the expected mapping

Debug Logging

The plugin includes comprehensive logging:

1. Go to Settings → FUB Integration
2. Scroll to "Recent Logs" section
3. Review any error messages
4. Enable/disable logging with the checkbox in settings

Test Submissions

To test the integration:

1. Enable logging in plugin settings
2. Submit a test form with sample data
3. Check the Recent Logs for success/error messages
4. Verify the lead appears in your Follow Up Boss account

Field Mapping Customization

If you need custom field mapping, you can modify the prepareDataForFUB() method in the plugin code. The plugin currently supports:

• Person fields: first_name, last_name, email, phone
• Event fields: source, type, message, created
• Custom data: All form fields are included in the message

Advanced Configuration

Custom Event Types by Form

You can customize event types per form by modifying the plugin code. Look for the handleFormSubmission() method and add form-specific logic.

Additional Follow Up Boss Fields

To map additional fields, modify the $field_mapping array in the prepareDataForFUB() method.

Security

• API keys are stored securely in WordPress options
• All API communication uses HTTPS
• Input data is sanitized and validated
• AJAX requests are protected with nonces

Support

For issues with this plugin:

1. Check the troubleshooting section above
2. Review the Recent Logs in plugin settings
3. Ensure both Fluent Forms and Follow Up Boss are working independently

For Follow Up Boss API issues:

• Visit Follow Up Boss API Documentation
• Contact Follow Up Boss support

For Fluent Forms issues:

• Visit Fluent Forms Documentation
• Contact Fluent Forms support

Changelog

Version 1.0.0

• Initial release
• Basic form to Follow Up Boss integration
• Form selection and field mapping
• Error logging and connection testing
• Admin interface for configuration

License

This plugin is licensed under the GPL v2 or later.

Contributing

To contribute to this plugin:

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Test thoroughly
5. Submit a pull request

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Note: This integration sends data to Follow Up Boss immediately when forms are submitted. Ensure you comply with applicable privacy laws and have proper consent from form users before collecting and transmitting their data.