Follow Up Boss + Paperless Pipeline

Update Follow Up Boss contacts stage when Paperless Pipeline transactions status changes

Manage your sales leads more effectively with this integration. When a transaction status changes in the Paperless Pipeline app, the stage of a contact gets updated in the Follow Up Boss app. This seamless workflow saves you time, reduces manual data entry and ensures that your sales process moves forward consistently.

Manage your sales leads more effectively with this integration. When a transaction status changes in the Paperless Pipeline app, the stage of a contact gets updated in the Follow Up Boss app. This seamless workflow saves you time, reduces manual data entry and ensures that your sales process moves forward consistently.

  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
    Change Stage of a Contact

    Changes the stage of an existing contact.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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