Follow Up Boss + Pivotal Tracker Integration

Connect Follow Up Boss to Pivotal Tracker in 1 click

Integrate Follow Up Boss + Pivotal Tracker For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Follow Up Boss + Pivotal Tracker Workflows

Create Pivotal Tracker story for new Follow Up Boss contact

Follow Up Boss + Pivotal Tracker Integration

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Contact is created in Follow Up Boss Instant
Tag is added to contact in Follow Up Boss Instant
Person stage is updated in Follow Up Boss Instant
Deal is created in Follow Up Boss Instant
Deal is updated in Follow Up Boss Instant
Appointment is created in Follow Up Boss Instant
New story is added in Pivotal Tracker
New activity happens in Pivotal Tracker
New project is added in Pivotal Tracker

Search deal in Follow Up Boss
Update deal in Follow Up Boss
Create contact without triggering action plans in Follow Up Boss
Search contact in Follow Up Boss
Add tags to a contact in Follow Up Boss
Update contact without triggering action plans in Follow Up Boss
Reassign agent in Follow Up Boss
Change stage of a contact in Follow Up Boss
Create note in Follow Up Boss
Create deal in Follow Up Boss
Create inquiry or website event in Follow Up Boss
Apply an action plan to a contact in Follow Up Boss
Create collaborators in Follow Up Boss
Pause an action plan for a contact in Follow Up Boss
Create task in Follow Up Boss
Log call in Follow Up Boss
Create story in Pivotal Tracker
Create project in Pivotal Tracker
Search project in Pivotal Tracker

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You Can Also Connect Follow Up Boss or Pivotal Tracker With 1200+ Other Apps

Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.

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Pivotal Tracker is your agile project management and planning tool. Quickly organize and track work, build roadmaps in story points, estimate effort for tasks and projects, and break down stories into actionable tasks.

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