Follow Up Boss + Pipedrive

Create and manage new deals in Pipedrive when Follow Up Boss records a new deal

Increase your productivity by integrating Follow Up Boss and Pipedrive with this user-friendly workflow. Whenever you log a new deal in Follow Up Boss, a corresponding deal is instantly created in Pipedrive. This automation not only simplifies your transactions, but also ensures deal data uniformity, eliminating the need for time-consuming manual entry.

Increase your productivity by integrating Follow Up Boss and Pipedrive with this user-friendly workflow. Whenever you log a new deal in Follow Up Boss, a corresponding deal is instantly created in Pipedrive. This automation not only simplifies your transactions, but also ensures deal data uniformity, eliminating the need for time-consuming manual entry.

  1. When this happens...
    Follow Up BossFollow Up Boss
    New Deal

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

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

  • 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 nameRequired

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Tag(s)Required

    Action
    Write
follow-up-boss logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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