Send customer feedback surveys on closed deals

When a deal is marked won in Follow Up Boss, automatically add the customer as a respondent in SureForms to gather post-sale feedback.

Try:

See all SureForms + Follow Up Boss integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

SureForms Explore SureForms →

Triggers

New form response

Fires when a form is submitted in SureForms.

Survey completed

Fires when a respondent finishes a survey in SureForms.

Response updated

Fires when an existing response is edited in SureForms.

Actions

Create or update form

Creates or updates a form or survey in SureForms.

Retrieve a response

Looks up a specific form response in SureForms.

Add a respondent

Adds a respondent or contact to a form in SureForms.

Follow Up Boss Explore Follow Up Boss →

Triggers

New contact or lead

Fires when a new contact or lead is added to Follow Up Boss.

Contact updated

Fires when a field on a contact changes in Follow Up Boss.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Follow Up Boss.

Deal won

Fires when a deal is marked won in Follow Up Boss.

Actions

Create or update contact

Creates or updates a contact in Follow Up Boss.

Create deal

Creates a new deal in Follow Up Boss.

Update record stage

Moves a deal or record to a new stage in Follow Up Boss.

Log activity

Logs a call, email, or note against a record in Follow Up Boss.

Convert form responses into CRM contacts When a prospect submits a new form response in SureForms, automatically create or update their contact profile in Follow Up Boss. See details

Log survey feedback directly to CRM activity logs When a customer completes a survey in SureForms, automatically log the activity under their profile in Follow Up Boss so reps see customer sentiment. See details

See all SureForms + Follow Up Boss integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send customer feedback surveys on closed deals” between SureForms and Follow Up Boss?

Yes — describe it in the box above and Knit's Integrations Agent researches SureForms and Follow Up Boss's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can form submissions automatically create deals in Follow Up Boss?

Yes, inbound responses from SureForms can instantly generate new lead records or deals in Follow Up Boss without manual data entry.

Can I send survey invitations based on deal updates in Follow Up Boss?

Yes, when a deal is won or updated in Follow Up Boss, you can automatically add the contact as a respondent in SureForms to collect feedback.