Integrate Follow Up Boss with Pipedrive

Appy Pie Connect allows you to automate multiple workflows between Follow Up Boss and Pipedrive

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About Follow Up Boss

Follow Up Boss is contact and lead management software for real estate agents and brokers. It lets real estate agents follow up & manage new leads, and receive notifications to stay on top of their sales pipeline.

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Want to explore Follow Up Boss + Pipedrive quick connects for faster integration? Here’s our list of the best Follow Up Boss + Pipedrive quick connects.

Explore quick connects

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Connect Follow Up Boss + Pipedrive in easier way

It's easy to connect Follow Up Boss + Pipedrive without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Appointment

    Triggers every time a new appointment is created in Follow Up Boss.

  • New Contact

    Triggers every time a new contact is created in Follow Up Boss.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

How Follow Up Boss & Pipedrive Integrations Work

  1. Step 1: Choose Follow Up Boss as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Pipedrive as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Follow Up Boss to Pipedrive.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Follow Up Boss and Pipedrive

  • Fplow Up Boss?
  • Fplow Up Boss is a popular task management app. It was created by Abel Wang, co-founder of Pipedrive. This app helps users manage their tasks and track the progress of their tasks. The best thing about this app is that you can set reminders for your tasks. For instance, you can set reminders for customers so that you can fplow up with them on a regular basis. You can schedule a reminder tomorrow to fplow up with a customer or setup a one week reminder for a particular task.

  • Pipedrive?
  • Pipedrive is a sales CRM top. It helps businesses to manage the sales process. It also allows users to fplow up on leads and pipelines. Users can add all the details pertaining to a particular contact in the CRM and can also create tasks for them. They can compose emails and SMS directly from Pipedrive. Besides fplowing up with contacts, they can also fplow up with leads and your team members as well.

  • Integration of Fplow Up Boss and Pipedrive
  • Integration of Fplow Up Boss and Pipedrive allows users to connect the tasks in Fplow Up Boss with the contacts in Pipedrive. This will allow users to track the progress of their tasks. It will also help them to check if they have completed all the tasks related to each contact. The integration between these two apps will certainly make things easier for the user.

  • Benefits of Integration of Fplow Up Boss and Pipedrive
  • The benefits of integration of Fplow Up Boss and Pipedrive are discussed below:

    • You can “fplow up” with your customers regularly in order to maintain a healthy relationship with them. You can also track their activities in Pipedrive, such as who has viewed profile page, who has added an item to cart etc.
    • This integration will help you to know where your customers are at any given moment. If you have some free time, you can try to reach out to your customers through email or SMS at that time. This will help you to organize your day easily and will save time as well.
    • If you add new contacts to Pipedrive, you do not need to remember when to fplow up with them. Instead, you can get notifications through email or SMS whenever they log into Pipedrive or complete any task or activity on their profile page.

    To conclude, I would like to say that integration of Fplow Up Boss and Pipedrive is indeed a boon for sales teams. With this integration, you can connect the dots between your sales funnel and your marketing funnel in order to effectively use both of them at the same time for better results.

    The process to integrate Fplow Up Boss and Patreon may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm