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Follow Up Boss + Kanban Tool Integration

Connect Follow Up Boss to Kanban Tool in 1 click

Popular Follow Up Boss + Kanban Tool Workflows

Kanban Tool + Follow Up Boss Integration

Create Follow Up Boss task for new Kanban Tool checklist

Are you looking for a way to keep track of your sales process and create task for yourself in Follow Up Boss? If so, you'll be glad to know that you can use Kanban Tool to create checklist of the steps in your sales process, and then create task in Follow Up Boss for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
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Follow Up Boss + Kanban Tool Integration

Create Kanban Tool checklist for new Follow Up Boss deal

If you're using Follow Up Boss and Kanban Tool to manage your business, you'll want to take advantage of the integration between the two services. When a deal is created in Follow Up Boss, a checklist will automatically be created in Kanban Tool.

This makes it easy to keep track of the progress of each deal and ensure that all the necessary steps are taken. To get started, click on activate, connect your Follow Up Boss and Kanban Tool accounts and start creating deal!
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Follow Up Boss + Kanban Tool Integration

Create Kanban Tool checklist for new Follow Up Boss contact

When you create a new contact in Follow Up Boss, this automation will automatically create a related checklist in Kanban Tool. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Kanban Tool board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Follow Up Boss and Kanban Tool!
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Follow Up Boss + Kanban Tool Integration

You can Add Conditions / More Apps in the next steps

  • Contact is created in Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Tag is added to contact in Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Person stage is updated in Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Deal is created in Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Deal is updated in Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • Appointment is created in Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Task is created in Kanban Tool
    Task is created in Kanban Tool
  • Task is moved in Kanban Tool
    Task is moved in Kanban Tool
  • Task is updated in Kanban Tool
    Task is updated in Kanban Tool
  • Task is archived in Kanban Tool
    Task is archived in Kanban Tool
  • Checklist item is created in Kanban Tool
    Checklist item is created in Kanban Tool
  • Board is created in Kanban Tool
    Board is created in Kanban Tool
  • Swimlane is created in Kanban Tool
    Swimlane is created in Kanban Tool
  • Card type is created in Kanban Tool
    Card type is created in Kanban Tool
  • Workflow stage is created in Kanban Tool
    Workflow stage is created in Kanban Tool
  • Comment is created in Kanban Tool
    Comment is created in Kanban Tool
  • Activity is created on board in Kanban Tool
    Activity is created on board in Kanban Tool
  • Create contact without triggering action plans in Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Search contact in Follow Up Boss
    Search contact in Follow Up Boss
  • Add tags to a contact in Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Update contact without triggering action plans in Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Reassign agent in Follow Up Boss
    Reassign agent in Follow Up Boss
  • Change stage of a contact in Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Create note in Follow Up Boss
    Create note in Follow Up Boss
  • Create deal in Follow Up Boss
    Create deal in Follow Up Boss
  • Apply an action plan to a contact in Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Create inquiry or website event in Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Create collaborators in Follow Up Boss
    Create collaborators in Follow Up Boss
  • Pause an action plan for a contact in Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Create task in Follow Up Boss
    Create task in Follow Up Boss
  • Log call in Follow Up Boss
    Log call in Follow Up Boss
  • Create task in Kanban Tool
    Create task in Kanban Tool
  • Move task in Kanban Tool
    Move task in Kanban Tool
  • Delete task in Kanban Tool
    Delete task in Kanban Tool
  • Search task in Kanban Tool
    Search task in Kanban Tool
  • Get task details in Kanban Tool
    Get task details in Kanban Tool
  • Archive task in Kanban Tool
    Archive task in Kanban Tool
  • Update task in Kanban Tool
    Update task in Kanban Tool
  • Create checklist item in Kanban Tool
    Create checklist item in Kanban Tool
  • Complete checklist item in Kanban Tool
    Complete checklist item in Kanban Tool
  • Delete checklist item in Kanban Tool
    Delete checklist item in Kanban Tool
  • Create comment in Kanban Tool
    Create comment in Kanban Tool

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Follow Up Boss + Kanban Tool Integration
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