Free Google Ads Zaps through December 31. Learn more.

Create integrations between Follow Up Boss and Pipedrive to automate any workflow

Start with Google for free

WHEN THIS HAPPENS

New Deal

AUTOMATICALLY DO THIS

Update Activity

Endless possibilities

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

Create your first workflow

Quickly automate workflows with Follow Up Boss and Pipedrive using Zapier's templates.

Our most popular template

Update Pipedrive activities when deal stages are updated in Follow Up Boss
Details
Try it
Update Pipedrive deals when person stages change in Follow Up Boss
Details
Try it
Create notes in Pipedrive for new contacts in Follow Up Boss
Details
Try it
Create new Pipedrive deals when new Follow Up Boss contacts are added
Details
Try it
Update Pipedrive deals when tags are added to contacts in Follow Up Boss
Details
Try it
Update Pipedrive deals when deal stages are updated in Follow Up Boss
Details
Try it

Update Pipedrive activities when deal stages are updated in Follow Up Boss

Details

Try it

Update Pipedrive deals when person stages change in Follow Up Boss

Details

Try it

Create notes in Pipedrive for new contacts in Follow Up Boss

Details

Try it

Create new Pipedrive deals when new Follow Up Boss contacts are added

Details

Try it

Update Pipedrive deals when tags are added to contacts in Follow Up Boss

Details

Try it

Update Pipedrive deals when deal stages are updated in Follow Up Boss

Details

Try it

Create new Pipedrive activities when tags are added to Follow Up Boss contacts
Details
Try it
Create notes in Follow Up Boss for updated deal stages in Pipedrive
Details
Try it
Create new Follow Up Boss inquiries or website events from matched Pipedrive deals
Details
Try it
Create new Follow Up Boss inquiries or website events from matched Pipedrive activity filters
Details
Try it
Create inquiries or website events in Follow Up Boss for updated deal stages in Pipedrive
Details
Try it
Create or update Follow Up Boss contacts for new Pipedrive deals without triggering action plans
Details
Try it
Create notes in Follow Up Boss for updated deals in Pipedrive
Details
Try it
Create tasks in Follow Up Boss for new leads in Pipedrive
Details
Try it
Log new Pipedrive activities as calls in Follow Up Boss
Details
Try it
Create new Follow Up Boss inquiries or website events from new Pipedrive leads
Details
Try it
Create or update Follow Up Boss contacts from new Pipedrive activities
Details
Try it
Trigger new activities in Pipedrive and apply action plans to contacts in Follow Up Boss
Details
Try it
Tag Follow Up Boss contacts for new Pipedrive activities
Details
Try it
Update contact stages in Follow Up Boss for new Pipedrive activities
Details
Try it
Create or update Follow Up Boss contacts when new Pipedrive leads appear
Details
Try it
Create notes in Follow Up Boss for new activities in Pipedrive
Details
Try it
Update Pipedrive activities when new contacts are added in Follow Up Boss
Details
Try it
Update Pipedrive organizations when new Follow Up Boss contacts are created
Details
Try it
Create Pipedrive leads from new Follow Up Boss contacts
Details
Try it
Update Follow Up Boss contacts when Pipedrive deal stages change
Details
Try it
Create persons in Pipedrive from new contacts in Follow Up Boss
Details
Try it

Create new Pipedrive activities when tags are added to Follow Up Boss contacts

Details

Try it

Create notes in Follow Up Boss for updated deal stages in Pipedrive

Details

Try it

Create new Follow Up Boss inquiries or website events from matched Pipedrive deals

Details

Try it

Create new Follow Up Boss inquiries or website events from matched Pipedrive activity filters

Details

Try it

Create inquiries or website events in Follow Up Boss for updated deal stages in Pipedrive

Details

Try it

Create or update Follow Up Boss contacts for new Pipedrive deals without triggering action plans

Details

Try it

Create notes in Follow Up Boss for updated deals in Pipedrive

Details

Try it

Create tasks in Follow Up Boss for new leads in Pipedrive

Details

Try it

Log new Pipedrive activities as calls in Follow Up Boss

Details

Try it

Create new Follow Up Boss inquiries or website events from new Pipedrive leads

Details

Try it

Create or update Follow Up Boss contacts from new Pipedrive activities

Details

Try it

Trigger new activities in Pipedrive and apply action plans to contacts in Follow Up Boss

Details

Try it

Tag Follow Up Boss contacts for new Pipedrive activities

Details

Try it

Update contact stages in Follow Up Boss for new Pipedrive activities

Details

Try it

Create or update Follow Up Boss contacts when new Pipedrive leads appear

Details

Try it

Create notes in Follow Up Boss for new activities in Pipedrive

Details

Try it

Update Pipedrive activities when new contacts are added in Follow Up Boss

Details

Try it

Update Pipedrive organizations when new Follow Up Boss contacts are created

Details

Try it

Create Pipedrive leads from new Follow Up Boss contacts

Details

Try it

Update Follow Up Boss contacts when Pipedrive deal stages change

Details

Try it

Create persons in Pipedrive from new contacts in Follow Up Boss

Details

Try it

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect Follow Up Boss and Pipedrive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here arrow pointing down

Choose an Action

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.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write

- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Owner
- App ExtensionRequired
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search
- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
- Deal Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
Updated Deal
Triggers when an existing deal is updated.
Trigger
Instant
Try It
Updated Person
Triggers when an existing person is updated.
Trigger
Scheduled
Try It
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Is done?
- Type
- Due Date and Time
- Duration
- Note
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- Welcome
Action
Write
- SubjectRequired
- Assigned To
- Type
- Filter
- Status
Action
Search
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Due Date and Time
- Duration
- Note
Action
Search or write
- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Pipeline
- Stage
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- What to add follower to?Required
Action
Write
- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Is Done?
- Subject
- Assign To
- Deal
- Person
- Due Date and Time
- Duration
- Note
- Type
- Organization
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?

Create integrations between .css-jwlb5y[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;}Follow Up Boss and Pipedrive to automate any workflow

Create your first workflow

Update Pipedrive activities when deal stages are updated in Follow Up Boss

Update Pipedrive deals when person stages change in Follow Up Boss

Create notes in Pipedrive for new contacts in Follow Up Boss

Create new Pipedrive deals when new Follow Up Boss contacts are added

Update Pipedrive deals when tags are added to contacts in Follow Up Boss

Update Pipedrive deals when deal stages are updated in Follow Up Boss

Update Pipedrive activities when deal stages are updated in Follow Up Boss

Update Pipedrive deals when person stages change in Follow Up Boss

Create notes in Pipedrive for new contacts in Follow Up Boss

Create new Pipedrive deals when new Follow Up Boss contacts are added

Update Pipedrive deals when tags are added to contacts in Follow Up Boss

Update Pipedrive deals when deal stages are updated in Follow Up Boss

Create new Pipedrive activities when tags are added to Follow Up Boss contacts

Create notes in Follow Up Boss for updated deal stages in Pipedrive

Create new Follow Up Boss inquiries or website events from matched Pipedrive deals

Create new Follow Up Boss inquiries or website events from matched Pipedrive activity filters

Create inquiries or website events in Follow Up Boss for updated deal stages in Pipedrive

Create or update Follow Up Boss contacts for new Pipedrive deals without triggering action plans

Create notes in Follow Up Boss for updated deals in Pipedrive

Create tasks in Follow Up Boss for new leads in Pipedrive

Log new Pipedrive activities as calls in Follow Up Boss

Create new Follow Up Boss inquiries or website events from new Pipedrive leads

Create or update Follow Up Boss contacts from new Pipedrive activities

Trigger new activities in Pipedrive and apply action plans to contacts in Follow Up Boss

Tag Follow Up Boss contacts for new Pipedrive activities

Update contact stages in Follow Up Boss for new Pipedrive activities

Create or update Follow Up Boss contacts when new Pipedrive leads appear

Create notes in Follow Up Boss for new activities in Pipedrive

Update Pipedrive activities when new contacts are added in Follow Up Boss

Update Pipedrive organizations when new Follow Up Boss contacts are created

Create Pipedrive leads from new Follow Up Boss contacts

Update Follow Up Boss contacts when Pipedrive deal stages change

Create persons in Pipedrive from new contacts in Follow Up Boss

Create new Pipedrive activities when tags are added to Follow Up Boss contacts

Create notes in Follow Up Boss for updated deal stages in Pipedrive

Create new Follow Up Boss inquiries or website events from matched Pipedrive deals

Create new Follow Up Boss inquiries or website events from matched Pipedrive activity filters

Create inquiries or website events in Follow Up Boss for updated deal stages in Pipedrive

Create or update Follow Up Boss contacts for new Pipedrive deals without triggering action plans

Create notes in Follow Up Boss for updated deals in Pipedrive

Create tasks in Follow Up Boss for new leads in Pipedrive

Log new Pipedrive activities as calls in Follow Up Boss

Create new Follow Up Boss inquiries or website events from new Pipedrive leads

Create or update Follow Up Boss contacts from new Pipedrive activities

Trigger new activities in Pipedrive and apply action plans to contacts in Follow Up Boss

Tag Follow Up Boss contacts for new Pipedrive activities

Update contact stages in Follow Up Boss for new Pipedrive activities

Create or update Follow Up Boss contacts when new Pipedrive leads appear

Create notes in Follow Up Boss for new activities in Pipedrive

Update Pipedrive activities when new contacts are added in Follow Up Boss

Update Pipedrive organizations when new Follow Up Boss contacts are created

Create Pipedrive leads from new Follow Up Boss contacts

Update Follow Up Boss contacts when Pipedrive deal stages change

Create persons in Pipedrive from new contacts in Follow Up Boss

How Zapier works

A trigger is where automation begins

Now it's time for action

And that's it! You've just created a Zap.

Connect Follow Up Boss and Pipedrive to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect your tools and unlock the power of automation

Supported triggers and actions

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

First Name

Last Name

Email Address

Phone Number

Create integrations between Follow Up Boss and Pipedrive to automate any workflow