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Follow Up Boss + pipelinedeals Integrations

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

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 pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

pipelinedeals Integrations

Best Follow Up Boss and pipelinedeals Integrations

  • Follow Up Boss Google Sheets

    Follow Up Boss + Google Sheets

    Add New Rows on Google Sheets for Every New Contact on Follow Up Boss Read More...
    When this happens...
    Follow Up Boss New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Follow Up Boss is one of the most effective lead management applications for real estate agents and brokers. It helps real estate professionals manage their business more effectively, while generating more sales revenue. Integrating Follow Up Boss with Google Sheets will add more value to your real estate business. Once this automation is active, whenever a contact is added on Follow Up Boss, Appy Pie Connect will automatically add that contact in a new row to the Google Sheet of your choice. This way you will be automatically archiving your data to be accessed at a later time whenever needed.
    How this Google Sheets – Follow Up Boss Works
    • A new contact is added on Follow Up Boss
    • Appy Pie Connect automatically creates a new row on Google Sheets
    What Is Needed For This Integration
    • A Follow Up Boss account
    • A Google Sheets account
  • Follow Up Boss Follow Up Boss

    Salesforce + Follow Up Boss

    Bring Every New Lead from Salesforce Directly To Your Follow Up Boss Read More...
    When this happens...
    Follow Up Boss New Lead
     
    Then do this...
    Follow Up Boss Create Lead
    Improve your customer experience by integrating Salesforce with Follow Up Boss using Appy Pie Connect. Our automation platform allows you to connect Salesforce and Follow Up Boss In a matter of minutes and without writing even a single line of code. Once you set it up, whenever a new lead is created on Salesforce, it will automatically be added to your Follow Up Boss as well, helping your team to respond fast and convert more leads into closings. This integration helps real estate businesses to meet their goals more efficiently.
    How this Salesforce- Follow Up Boss Integration Works
    • A new lead is created on Salesforce
    • Appy Pie Connect automatically sends that lead to Follow Up Boss
    For This Integration You Need
    • A Follow Up Boss account
    • A Salesforce account
  • Follow Up Boss Follow Up Boss

    Salesforce + Follow Up Boss

    Copy Every New Salesforce Task to Follow Up Boss as a New Task Read More...
    When this happens...
    Follow Up Boss New Task
     
    Then do this...
    Follow Up Boss Create Task
    Salesforce is one of the best CRM applications that businesses use to align their sales operations. However, there are various real estate businesses that use both Salesforce and Follow Up Boss to manage their sales operations. With teams on different apps, real estate agents and brokers might need to manually copy tasks from one to the other. Once this integration has been set up, each time a new task is created in Salesforce, Appy Pie Connect would automatically copy that task into Follow Up Boss as a new task. Enjoy the benefits of workflow automation & set up this Connect now!
    How this Salesforce-Follow Up Boss Integration Works
    • Triggers when a new task is created on Salesforce
    • Appy Pie Connect automatically copies it to Follow Up Boss as a new task
    What You Need
    • A Follow Up Boss account
    • A Salesforce account
  • Follow Up Boss Follow Up Boss

    Gmail + Follow Up Boss

    Create new contacts in Follow Up Boss from new emails matching a specified term on Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Follow Up Boss New Email Matching Search
     
    Then do this...
    Follow Up Boss Create or Update Contact Without Triggering Action Plans

    Are you spending way too much time searching for the same terms on Gmail over and over again? If yes, then you need to set up this ‘connect’ and we will handle that repetitive process for you. Once active, we will watch your mailbox for you and whenever a new email matching your search term is received, and automatically create a new contact on Follow Up Boss.

    Note: To use this integration you must have a Business Gmail account.

    How this works
    • A new email matching a search is received on Gmail
    • Appy Pie Connect automatically creates a contact on Follow Up Boss
    What You Need
    • A Gmail account
    • A Follow Up Boss account
  • Follow Up Boss Follow Up Boss

    Google Contacts + Follow Up Boss

    Create or update Follow Up Boss Contacts Automatically from Your Google Contacts Read More...
    When this happens...
    Follow Up Boss New or Updated Contact
     
    Then do this...
    Follow Up Boss Create or Update Contact Without Triggering Action Plans
    Do you want to reach out and connect with new prospects every week but don’t know where to start? Would you like to use your existing Google contacts as an easy starting point? With this Google Contacts-Follow Up Boss integration, Appy Pie Connect does all the thinking for you. After setting this integration, whenever a new contact is added to your Google Contacts, Appy Pie Connect will automatically add them to Follow Up Boss.
    How This Integration Works
    • A new contact is added to your Google Contacts
    • Appy Pie Connect adds them to Follow Up Boss
    What You Need
    • A Google Contacts account
    • A Follow Up Boss account
  • Follow Up Boss Follow Up Boss

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Follow Up Boss {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Follow Up Boss + pipelinedeals in easier way

It's easy to connect Follow Up Boss + pipelinedeals 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 Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    Actions
  • Create Lead

    Create follow Up leads

  • Create Task

    Create Task in Follow Up Boss.

  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Follow Up Boss & pipelinedeals Integrations Work

  1. Step 1: Choose Follow Up Boss as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Follow Up Boss with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select pipelinedeals as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate pipelinedeals with Appy Pie Connect.

    (2 minutes)

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

Integration of Follow Up Boss and pipelinedeals

  • Fplow Up Boss?
  • Fplow Up Boss is a top that helps you to keep track of your fplow-ups and make sure you fplow up on all the sales leads. It tracks your activity, and sends emails or SMS to you when it’s time to fplow up again. It will also help you to ensure that fplow-up remains one of your daily priorities.

  • pipelinedeals?
  • Pipelinedeals was developed to address one of the problems that I have been facing during my business life. I want to tell you a story about how pipelinedeals came into being. Once upon a time, I was struggling to manage all my emails and fplow-ups in a timely way. As a Sales Manager, I needed to organize my email inbox very effectively; otherwise, I would be overwhelmed by daily tasks (emails, meetings, calls), which could distract me from working on my main tasks (such as closing deals.

    Every day, I would spend hours checking my email inbox, organizing emails from different sources (clients, other sales people, etc.. Every time I wanted to respond to an email, I would copy and paste it into another email and send it to myself. Then I would reply, and at the end of the day, I would send myself an email asking me whether I had replied to each email. This was quite a burden for me, and I decided there must be a better way to do things.

  • Integration of Fplow Up Boss and pipelinedeals
  • I wanted a top that would help me get rid of this situation and enjoy my free time. So I decided to create an application that would automate these annoying things for me. That’s how pipelinedeals came into being.

    This application automatically organizes your email inbox in a very effective way. Every email is categorized into three categories. “Important” (top priority), “Regular” (normal priority. and “Scheduled” (special priority. Then it automatically schedules the emails within the “Important” category into your calendar in such a way that ensures you can actually meet their deadlines. And the emails within the “Regular” category are organized according to their source. The “Scheduled” category includes those emails that need immediate attention (such as meeting requests or urgent deals.

  • Benefits of Integration of Fplow Up Boss and pipelinedeals
  • Combination of these two tops allows me to keep track of my daily activities in an effective way. If I need to check my email inbox quickly, I just go to https://pipelinedeals.com. If I need to check my sales leads or fplow-ups, then I use Fplow Up Boss. So it saves me a lot of time. In addition, it helps me avoid missing important deadlines because there is always a reminder system in place.

    The process to integrate Fplow Up Boss and eBay 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.