Follow Up Boss + Podio

Update Podio items whenever Follow Up Boss deal stages are updated

Keep your sales process organized and efficient with this workflow. When a deal stage is updated in Follow Up Boss, an item is immediately created in Podio. This automation not only saves time but also helps ensure a seamless transition between stages, maintaining consistent data across platforms. Enhance your productivity by implementing this process in your sales operations.

Keep your sales process organized and efficient with this workflow. When a deal stage is updated in Follow Up Boss, an item is immediately created in Podio. This automation not only saves time but also helps ensure a seamless transition between stages, maintaining consistent data across platforms. Enhance your productivity by implementing this process in your sales operations.

  1. When this happens...
    Follow Up BossFollow Up Boss
    Deal Stage Updated

    Fires when the stage of a deal is updated in Follow Up Boss.

    TriggerInstant
  2. automatically do this!
    PodioPodio
    Create Item

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

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Tag nameRequired

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Tag(s)Required

    Action
    Write
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.
Learn moreHelp

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

Related categories

  • Project Management

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