The InterFace embedded app embeds customizable web forms into Follow Up Boss (FUB) that act as an extension to FUB Deals and Appointments.

How it Works

FUB Deals have limited options for collecting data which can be an issue when pushing data into other platforms. If you need to send data to another platform and some data points are required at a certain stage in the transaction, FUB Deals aren't capable of requiring specific fields.

FUB Appointments only contain a handful of data points. When setting appointments there are a lot of data points that need to be collected and what is available on the FUB Appointment is insufficient.

InterFace enables requiring agents to enter data into required fields that correspond with each stage of the transaction. Additionally, we can push additional data points to other web applications beyond the fields available on FUB Deals and Appointments. The InterFace web form can also act as a trigger for automation within FUB and without the limitations of FUB or Zapier automation.

Enabling the Embedded App 

1. Go to Admin > Integrations 

2. Scroll down to Embedded Apps > InterFace

3. Enable