Follow Up Boss + Podio

Update Podio items instantly when stages are updated in Follow Up Boss

Enhance your efficiency with this seamless workflow. Once a person's stage is updated in Follow Up Boss, a corresponding item is instantly created in Podio. This slight change can significantly reduce manual data entry, keeping your CRM updated without any extra effort. Enhance productivity and ensure your Podio content mirrors fresh updates from Follow Up Boss.

Enhance your efficiency with this seamless workflow. Once a person's stage is updated in Follow Up Boss, a corresponding item is instantly created in Podio. This slight change can significantly reduce manual data entry, keeping your CRM updated without any extra effort. Enhance productivity and ensure your Podio content mirrors fresh updates from Follow Up Boss.

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

    Fires when a contact's stage 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

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  • Project Management

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