Follow Up Boss + Popl

Create tasks in Follow Up Boss for new Popl contacts

Effortlessly manage your new connections with this seamless workflow between the Popl app and Follow Up Boss. When you add a new contact in Popl, a task will be created in Follow Up Boss, ensuring that you stay on top of your follow-ups and nurture relationships. Streamline your networking process and never miss an opportunity to connect with valuable contacts.

Effortlessly manage your new connections with this seamless workflow between the Popl app and Follow Up Boss. When you add a new contact in Popl, a task will be created in Follow Up Boss, ensuring that you stay on top of your follow-ups and nurture relationships. Streamline your networking process and never miss an opportunity to connect with valuable contacts.

  1. When this happens...
    PoplPopl
    New Lead

    Triggers when you collect a new lead via Popl

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create Task

    Create a task for a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Lead TypeRequired

    Trigger
    Instant
    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
    • Lead TypeRequired

    Trigger
    Instant
    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
    • Tag nameRequired

    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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

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.
Learn more

Related categories

  • Contact Management