Follow Up Boss + Podio

Create or update Follow Up Boss contacts when new Podio items are added

Effortlessly manage your contacts by connecting Podio and Follow Up Boss with this seamless workflow. When a new item is added in Podio, it triggers the creation or updating of a contact in Follow Up Boss without activating action plans. This streamlined process saves you time and ensures your contact list stays organized and up-to-date.

Effortlessly manage your contacts by connecting Podio and Follow Up Boss with this seamless workflow. When a new item is added in Podio, it triggers the creation or updating of a contact in Follow Up Boss without activating action plans. This streamlined process saves you time and ensures your contact list stays organized and up-to-date.

  1. When this happens...
    PodioPodio
    New Item

    Triggers when you add a new item, record or entry to an app (standard or custom).

    TriggerScheduled
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create or Update Contact Without Triggering Action Plans

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • Field

    • Action TypeRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • View

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
    • Organization

    • Workspace

    • Application

    • Label

    • Responsible User

    • Status

    Trigger
    Scheduled
    Try It
follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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Related categories

  • CRM (Customer Relationship Management)

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podio logo
podio logo

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Learn moreHelp

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  • Project Management

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