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Follow Up Boss + Popl

Add new Popl contacts to Follow Up Boss as collaborators

With the creation of a new contact in your Popl account, this workflow seamlessly adds the same contact into your Follow Up Boss application. Simplifying your task, this process ensures an efficient updating of your contact list across both platforms. Now, every fresh interaction you make on Popl is instantaneously available in Follow Up Boss for future engagements and collaborations.

With the creation of a new contact in your Popl account, this workflow seamlessly adds the same contact into your Follow Up Boss application. Simplifying your task, this process ensures an efficient updating of your contact list across both platforms. Now, every fresh interaction you make on Popl is instantaneously available in Follow Up Boss for future engagements and collaborations.

  1. When this happens...
    PoplPopl
    New Lead (For Your Individual Account)

    Triggers when you collect a new contact via Popl.

    TriggerScheduled
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Add Collaborators

    Adds selected users as collaborated on a given contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Popl triggers, actions, and search

    New Lead (For Your Individual Account)

    Triggers when you collect a new contact via Popl.

    Trigger
    Scheduled
    Try It
  • Popl triggers, actions, and search

    New Lead (For Your Subteam)

    Triggers when any member in your subteam collects a new lead.

    Trigger
    Scheduled
    Try It
  • 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
  • Popl triggers, actions, and search

    New Lead (For Any Team Member)

    Triggers when any member of your team collects a new lead.

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

    New Appointment

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

    Trigger
    Instant
    Try It
    • Pipeline name

    • Stage name

    Trigger
    Instant
    Try It
    • Stage name

    Trigger
    Instant
    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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
popl logo
popl logo

About Popl

Popl is a digital business card platform that allows you to share contact info and capture leads.

Related categories