Follow Up Boss + Podio Integration

Automatically retrieves and find a deal

Automatically updates deal information based on new criteria or changes

Automatically adds new contact without initiating any automated follow-up sequences

Automatically finds and retrieves contact information

Automatically adds tags to a contact

Automatically updates contact details without initiating any action sequences

Automatically reassigns the task to a different agent

Automatically updates the stage of a contact based on particular criteria

Automatically creates a new note in the particular format

Automatically generates a new deal with

Automatically creates a new inquiry or logs a website event

Automatically applies an action plan to a contact

Automatically invites team members to collaborate on projects and share resources

Automatically pauses the action plan for a contact

Automatically creates a new task

Automatically record and save call details for future reference

Automatically creates a new task

Automatically generates a new status update

Automatically updates the status of a particular object with latest information

Automatically updates the task with new information or changes

Automatically locate and retrieve particular item information

Automatically updates an item with new information

Automatically generates a new item

Automatically retrieves item details using its ID