Follow Up Boss + Paperless Pipeline

Update or create contacts in Follow Up Boss when transaction status changes in Paperless Pipeline

Streamline your contact management with this efficient workflow. When a transaction status changes in Paperless Pipeline, the same updates your contacts' details in Follow Up Boss, without triggering any action plans. This eliminates manual data entry, ensures consistency across platforms, and saves time for you to focus on closing more deals.

Streamline your contact management with this efficient workflow. When a transaction status changes in Paperless Pipeline, the same updates your contacts' details in Follow Up Boss, without triggering any action plans. This eliminates manual data entry, ensures consistency across platforms, and saves time for you to focus on closing more deals.

  1. When this happens...
    Paperless PipelinePaperless Pipeline
    Transaction Status Changed

    Triggers when a transaction's status is changed.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create or Update Contact Without Triggering Action Plans

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    Trigger
    Instant
    Try It
  • 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
  • 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 IDRequired

    • Team Member(s)

    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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
paperless-pipeline logo
paperless-pipeline logo

About Paperless Pipeline

Paperless Pipeline is a real estate transaction and commission management system for agents & brokers.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier