Connect Follow Up Boss and Trello to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Follow Up Boss to Trello with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Follow Up Boss with Trello - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.
Add your action
An action happens after the trigger—such as "Create Checklist Item in Card" in Trello.
You’re connected!
Zapier seamlessly connects Follow Up Boss and Trello, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Team Member(s)
ActionWrite
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Follow Up Boss and Trello
Track new appointments in Trello
When a new appointment is created in Follow Up Boss, Zapier creates a new Trello card in a specified list. This helps business owners track and manage appointments visually, ensuring no important meetings or deadlines are overlooked.
Business OwnerNotify marketing about new tagged contacts
When a tag is added to a contact in Follow Up Boss, Zapier sends a notification or creates a card in Trello for the marketing team. This ensures new leads or special situations get the right attention promptly.
Marketing & Marketing OpsMove deals to Trello lists by stage
When a deal stage is updated in Follow Up Boss, Zapier moves a relevant Trello card to the appropriate list. This keeps your sales pipeline visible and ensures sales teams stay on top of changing priorities.
Sales OpsLearn how to automate Follow Up Boss on the Zapier blog
Learn how to automate Trello on the Zapier blog
Frequently Asked Questions about Follow Up Boss + Trello integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and Trello
How do I connect Follow Up Boss to Trello using Zapier?
To connect Follow Up Boss to Trello through our platform, you'll need to create a Zap. Start by selecting Follow Up Boss as your trigger app and choose a specific trigger event, such as 'New Contact Added.' Next, select Trello as your action app and configure an action like 'Create Card' or 'Add Checklist Item' in response.
Can I automate moving Trello cards when a deal closes in Follow Up Boss?
Yes, you can automate this process. Set up a Zap where the trigger event is 'Deal Closed' in Follow Up Boss. Your action can then be designated in Trello to move the corresponding card to a different list, such as from 'In Progress' to 'Completed.'
Is it possible to create a checklist in Trello when I assign an agent in Follow Up Boss?
Absolutely! You can establish a Zap with the trigger being 'Agent Assigned' in Follow Up Boss. The subsequent action would be creating or updating a checklist within the specified Trello card.
Can Zapier update existing Trello cards based on Follow Up Boss activities?
Yes, our platform allows updates to existing Trello cards. You can set triggers like 'Note Added' or 'Task Completed' in Follow Up Boss and use these events to update specific fields or labels on existing Trello cards.
What happens if there's an error during the integration process?
If an error occurs during the integration process, we typically send a notification via email detailing the issue. You'll also see any errors listed within your dashboard under Zap history with troubleshooting steps available for resolution.
Can I customize which details are transferred from Follow Up Boss to Trello?
Yes, you can customize data transfer by mapping specific fields from Follow Up Boss onto fields inside your chosen action in Trello. This ensures that only the relevant information flows between platforms as per your needs.
Are there limits on the number of Zaps I can create between these platforms?
The number of Zaps you can create is primarily determined by your subscription plan with us. Each plan has different thresholds for Zaps and tasks per month.