这是indexloc提供的服务,不要输入任何密码
Skip to content

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
Choose a Trigger
Choose an Action
Google Logo Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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.

100%
Help
Follow Up Boss logo
Follow Up Boss
Follow Up Boss logo
Follow Up Boss
1. Choose trigger event
Trello logo
Trello
Trello logo
Trello
2. Choose action
Follow Up Boss logo
1. Select the event
Setup
Test
Follow Up Boss logo
Follow Up Boss
Choose a trigger event

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.

  • Follow Up Boss triggers, actions, and search
    New Appointment

    Fires when a new appointment is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Pipeline name
    • Stage name
    Trigger
    Instant
    Try It
    • Stage name
    Trigger
    Instant
    Try It
    • Contact Phone, Email, or ID
      Required
    • Team Member(s)
    Action
    Write
  • Follow Up Boss triggers, actions, and search
    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search
    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Tag name
      Required
    Trigger
    Instant
    Try It
    • Contact Phone, Email, or ID
      Required
    • Tag(s)
      Required
    Action
    Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

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 Owner
Try it
Notify 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 Ops
Move 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 Ops

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate Trello on the Zapier blog

Make work flow with AI

Level up your Follow Up Boss to Trello integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Illustration of AI enhancing Zapier workflows with automation and app integrations.

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.

follow-up-boss logo
About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Related categories
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
trello logo
About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Related categories
Similar apps
Planview AgilePlace integrationsPlanview AgilePlace integrations
Planview AgilePlace
Project Management
Kanban Tool integrationsKanban Tool integrations
Kanban Tool
Project Management
MeisterTask integrationsMeisterTask integrations
MeisterTask
Project Management

Connect Follow Up Boss to Trello on the world's largest no-code automation platform

Google Logo Sign up with Google