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Follow Up Boss + Trello

Follow Up Boss + Trello

Follow Up Boss + Trello integrations

Create new Follow Up Boss inquiries or website events from Trello cards

Effortlessly manage your leads by connecting Trello and Follow Up Boss. With this workflow, every time a new card is created in Trello, a new inquiry or website event will be registered in Follow Up Boss. Save time and stay organized by automatically transferring important information between your project management and lead management platforms.

  1. When this happens...
    New Card
    New Card
    New CardTriggers when a new card is added.
  2. automatically do this!
    New Inquiry or Website Event
    New Inquiry or Website Event
    New Inquiry or Website EventNotify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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More things you can do with Trello and Follow Up Boss

Discover other triggers and actions you can use with Trello and Follow Up Boss

  • Trello triggers, actions, and search
    New Board

    Triggers when a new board is added.

    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
    Try It
    • Activity
      Required
    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
    Try It
    • Info
    • Board ID
    • Time Before
    • Time Before (Unit)
    • Status
    • Only cards where you're a member?
    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
    Try It
    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
    Try It
    • Board ID
    • Card ID
    Trigger
    Instant
    Try It
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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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About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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