Follow Up Boss + Planview AgilePlace Integration
Connect Follow Up Boss to Planview AgilePlace in 1 click
Free forever.Use premium features free for 14 days.1.
Contact is updated in Follow Up Boss Instant- 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
Card is created or updated on board in Planview AgilePlace- Card is created or updated in lanes in Planview AgilePlace
2.
- Update deal in Follow Up Boss
- Search deal in Follow Up Boss
- Add relationship in Follow Up Boss
- Get contact by id 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 a card in Planview AgilePlace
- Update a card in Planview AgilePlace
- Get card by id in Planview AgilePlace
- Move a card to specified lane in Planview AgilePlace
- Move a card to another board in Planview AgilePlace
- Unblock a card in Planview AgilePlace
- Create card type for board in Planview AgilePlace
- Create a task in Planview AgilePlace
- Start a task in Planview AgilePlace
- Complete task in Planview AgilePlace
- Create a comment in Planview AgilePlace
- Update a comment in Planview AgilePlace
- Delete a comment in Planview AgilePlace
- Assign user to card in Planview AgilePlace
- Unassign user from card in Planview AgilePlace
- Add tag to card in Planview AgilePlace
- Delete a tag on a board in Planview AgilePlace
- Create parent and child connections in Planview AgilePlace
- Remove parent and child connections in Planview AgilePlace
- Search card in Planview AgilePlace
Trusted by experts at...
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Top 10 Most Popular Follow Up Boss Automations from
Integrately Community
Just click on the workflow you want to automate
Create Follow Up Boss note for new WhatsApp message
Create Follow Up Boss contact for new Elementor Forms form submission
Create Follow Up Boss contact for new WPForms form submission
Create Follow Up Boss contact for new Survey Monkey survey response
Create Follow Up Boss contact for new WordPress user
Create Follow Up Boss note for new WhatsApp message
Create Follow Up Boss contact for new Elementor Forms form submission
Create Follow Up Boss contact for new WPForms form submission
Create Follow Up Boss contact for new Survey Monkey survey response
Create Follow Up Boss contact for new WordPress user
Create Follow Up Boss deal for new Elementor Forms form submission
Create Follow Up Boss deal for new Dotloop loop
Create Follow Up Boss task for new Manifestly Checklists checklists
Create Follow Up Boss contact for new Chatbot response
Create Follow Up Boss contact for new Funnel-Tunnel form submission
Create Follow Up Boss deal for new Elementor Forms form submission
Create Follow Up Boss deal for new Dotloop loop
Create Follow Up Boss task for new Manifestly Checklists checklists
Create Follow Up Boss contact for new Chatbot response
Create Follow Up Boss contact for new Funnel-Tunnel form submission
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Follow Up Boss + Planview AgilePlace Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Follow Up Boss + Planview AgilePlace Now
In Just 1 Click!
Want to automate something else in your workflow?
You Can Also Connect Follow Up Boss or Planview AgilePlace With 1500+ Other Apps
Popular Follow Up Boss Integrations
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.
See All
Follow Up Boss Integrations
Follow Up Boss Integrations
No popular apps found
Popular Planview AgilePlace Integrations
Planview AgilePlace enables enterprise teams to visually track and manage work using Kanban boards, Lean metrics, cross-team roadmaps, and real-time analytics—designed to scale Agile delivery from strategy to execution.
See All
Planview AgilePlace Integrations
Planview AgilePlace Integrations
No popular apps found
