Follow Up Boss + Pipedrive Integration

Integrate Follow Up Boss to Pipedrive in one click, or tell Integrately AI how you want each lead handled. Sync contact details, create deals, update stages, and log calls automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Follow Up Boss
    Contact is updated in Follow Up Boss Instant
  • Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.
  • Follow Up Boss
    Get contact by id in Follow Up Boss
  • Follow Up Boss
    Update deal in Follow Up Boss
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Add relationship in Follow Up Boss
  • Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Search contact in Follow Up Boss
  • Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Reassign agent in Follow Up Boss
  • Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Follow Up Boss
    Create note in Follow Up Boss
  • Follow Up Boss
    Create deal in Follow Up Boss
  • Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Follow Up Boss
    Create collaborators in Follow Up Boss
  • Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Follow Up Boss
    Create task in Follow Up Boss
  • Follow Up Boss
    Log call in Follow Up Boss
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready Workflows Ready Workflows for Follow Up Boss + Pipedrive Integration

Capture leads, organise deals, keep contacts updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + Follow Up Boss Integration

Create Follow Up Boss contact for new Pipedrive person

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Follow Up Boss contact and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Pipedrive + Follow Up Boss Integration

Create Follow Up Boss deal for new Pipedrive person

This automation makes it easy to create new deals in Follow Up Boss when a new person is created in Pipedrive. Just connect your accounts, and every time a new person is created in Pipedrive, a new deal will automatically be created in Follow Up Boss.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Pipedrive + Follow Up Boss Integration

Create Follow Up Boss task for new Pipedrive person

Follow Up Boss and Pipedrive are two powerful cloud-based tools that can be used to improve business productivity. Using this Follow Up Boss - Pipedrive integration, you can automatically create task in Follow Up Boss whenever a new person is created in Pipedrive.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Follow Up Boss + Pipedrive Integration

Create Pipedrive person for new Follow Up Boss contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Follow Up Boss - Pipedrive integration, anytime a new Follow Up Boss contact is created, an Pipedrive person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Follow Up Boss + Pipedrive flow

Push leads to marketing tools, schedule meetings, and keep your team aligned across your stack. Pick a combination and activate it in one click.

Follow Up Boss
Pipedrive
+
Facebook Lead AdsFacebook Lead Ads (4)
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
SlackSlack (3)
+
DocuSignDocuSign (3)
F
F
P
Add every Facebook Lead Ads lead to Follow Up Boss, and create a person record in Pipedrive.
Every Facebook Lead Ads lead lands in Follow Up Boss as a new contact and triggers a person record in Pipedrive automatically.
F
P
F
When a contact is updated in Follow Up Boss, update the Pipedrive deal and notify your team via Facebook Lead Ads.
Keep your ad campaigns and CRM aligned when contact details change in Follow Up Boss.
F
P
F
When a deal is created in Follow Up Boss, create a lead in Pipedrive and log the Facebook Lead Ads source.
Track ad-sourced deals accurately in Pipedrive the moment they appear in Follow Up Boss.
F
F
P
Use Claude to evaluate Facebook Lead Ads submissions, create a Follow Up Boss contact, and update Pipedrive.
Qualify inbound leads instantly with AI before creating records in Follow Up Boss and Pipedrive.

Supported triggers and actions for Follow Up Boss and Pipedrive

Mix and match to build the exact automation you need

Follow Up Boss
Follow Up Boss Triggers & Actions
Instant
Contact is updated in Follow Up Boss
Triggers the automation when a new contact is updated
Try it →
Instant
Contact is created in Follow Up Boss
Triggers the automation when a new contact is created
Try it →
Instant
Tag is added to contact in Follow Up Boss
Triggers the automation when a tag is added
Try it →
Instant
Person stage is updated in Follow Up Boss
Triggers the automation when a person's stage is updated
Try it →
Instant
Deal is created in Follow Up Boss
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Follow Up Boss
Triggers the automation when a deal is updated
Try it →
Instant
Appointment is created in Follow Up Boss
Triggers the automation when a new appointment is created
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Get contact by id in Follow Up Boss
Try it →
Update deal in Follow Up Boss
Updates deal information based on new criteria or changes
Try it →
Search deal in Follow Up Boss
Retrieves and find a deal
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Add relationship in Follow Up Boss
Adds a new relationship.
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Create contact without triggering action plans in Follow Up Boss
Adds new contact without initiating any automated follow-up sequences
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Search contact in Follow Up Boss
Finds and retrieves contact information
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Add tags to a contact in Follow Up Boss
Adds tags to a contact
Try it →
Update contact without triggering action plans in Follow Up Boss
Updates contact details without initiating any action sequences
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Reassign agent in Follow Up Boss
Reassigns the task to a different agent
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Change stage of a contact in Follow Up Boss
Updates the stage of a contact based on particular criteria
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Create note in Follow Up Boss
Creates a new note in the particular format
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Create deal in Follow Up Boss
Generates a new deal with
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Create inquiry or website event in Follow Up Boss
Creates a new inquiry or logs a website event
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Apply an action plan to a contact in Follow Up Boss
Applies an action plan to a contact
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Create collaborators in Follow Up Boss
Invites team members to collaborate on projects and share resources
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Pause an action plan for a contact in Follow Up Boss
Pauses the action plan for a contact
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Create task in Follow Up Boss
Creates a new task
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Log call in Follow Up Boss
Record and save call details for future reference
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Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
Try it →
Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
Try it →
Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
Try it →
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it →
Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it →
Activity matches filter in Pipedrive
Try it →
Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
Try it →
Deal matches filter in Pipedrive
Try it →
Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it →
Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
Try it →
Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
Try it →
Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
Try it →
Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it →
Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it →
Organization matches filter in Pipedrive
Try it →
Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
Try it →
Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it →
Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it →
Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
Try it →
Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
Try it →
Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
Try it →
Create activity in Pipedrive
Generates a new activity or task
Try it →
Update activity in Pipedrive
Updates the activity with the latest information
Try it →
Get activity by id in Pipedrive
Retrieves details of an activity using ID
Try it →
Delete activity in Pipedrive
Deletes an activity
Try it →
Create deal in Pipedrive
Generates a new deal
Try it →
Update deal in Pipedrive
Updates deal information based on new criteria or changes
Try it →
Search deal in Pipedrive
Searches for a deal
Try it →
Get deal by id in Pipedrive
Retrieves a deal by its id
Try it →
Convert deal to lead in Pipedrive
Converts a deal into a lead
Try it →
Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
Try it →
Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
Try it →
Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
Try it →
Convert lead to deal in Pipedrive
Converts a lead into a deal
Try it →
Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
Try it →
Search lead in Pipedrive
Searches for a lead
Try it →
Delete deal in Pipedrive
Deletes a deal
Try it →
Create organization in Pipedrive
Generates a new organization
Try it →
Update organization in Pipedrive
Updates organization information
Try it →
Search organization in Pipedrive
Finds and retrieves information about a organization
Try it →
Get organization by id in Pipedrive
Retrieves details of an organization using ID
Try it →
Delete organization in Pipedrive
Deletes an organization
Try it →
Create person in Pipedrive
Generates a new person
Try it →
Update person in Pipedrive
Updates the information of a person
Try it →
Search person in Pipedrive
Retrieves information about a person
Try it →
Get person by id in Pipedrive
Retrieves a person's information by their id
Try it →
Delete person in Pipedrive
Deletes a person
Try it →
Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
Try it →
Search product in Pipedrive
Searches for a product
Try it →
Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
Try it →
Create note in Pipedrive
Creates a new note in the particular format
Try it →
Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
Try it →
Attach file in Pipedrive
Uploads and save the selected file to a task
Try it →
Get user by id in Pipedrive
Retrieves user information using their id
Try it →
Search user by email in Pipedrive
Searches for a user using email address
Try it →
Search user by name in Pipedrive
Searches for a user using the name
Try it →

What can you automate with Follow Up Boss + Pipedrive?

Streamline your sales operations by connecting lead management, deal tracking, and activity logging across platforms.

What you can automate?
🔄
Sync every new contact into Pipedrive automatically
Sync every new contact from Follow Up Boss directly into Pipedrive as a new person and deal without manual intervention. Your pipeline updates the moment a lead arrives.
📝
Map all submitted contact fields and notes
Map all available contact fields, notes, and custom attributes from Follow Up Boss into Pipedrive instead of just names and emails. Your CRM records stay comprehensive.
🔔
Alert your sales team immediately upon creation
Alert your sales team immediately whenever a high-value deal or contact is created in Follow Up Boss so reps can act fast.
🔀
Route leads based on submitted tags and hotness
Route leads to different Pipedrive pipelines or assign specific owners based on the hotness or tags submitted in Follow Up Boss.
🔄
Keep Pipedrive records updated as contacts change
Keep your Pipedrive deals and contacts synchronized whenever a person stage or contact is updated in Follow Up Boss.
🔍
Prevent duplicates with smart search operations
Search existing records before creating new entries to prevent duplicate contacts and deals across both platforms.
📅
Handle later appointment and deal status changes
Update Pipedrive deal stages automatically when appointments or deals are completed or updated in Follow Up Boss.
💬
Extend your sales flow with instant Slack alerts
Send Slack notifications to your sales channel whenever a new Pipedrive deal is created from a Follow Up Boss contact.
And much more...

Who is Follow Up Boss + Pipedrive integration for?

Real estate agents, sales leaders, and account managers rely on this connection to keep pipeline data accurate and eliminate manual data entry.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Operations leads
Operations leads
Sales coordinators
Sales coordinators
CRM administrators
CRM administrators
📈
Performance marketers
You're running ad campaigns and relying on reports, but your CRM pipeline only updates when someone manually exports leads, so the conversion numbers you're reviewing are always hours behind — this integration means every new lead flows straight into Pipedrive instantly and your pipeline stays accurate.
Sales reps
You need to reach out to incoming prospects immediately, but your team finds out too late when details are buried in emails — automating both apps means every Follow Up Boss contact instantly triggers a Pipedrive deal so you can engage buyers right away.
🤝
Account managers
You answer to clients who want clear progress updates on every deal, but your records get out of sync across platforms — connecting these apps means every stage change in Follow Up Boss reflects in Pipedrive automatically for complete transparency.
📊
Operations leads
You manage high volumes of inbound enquiries that no one can keep up with by hand, leading to missed opportunities — this integration means every contact creation and deal update is handled automatically without manual tracking.
🔄
Sales coordinators
You own the outreach phase and depend on upstream agents to hand over complete lead details, but information often gets dropped — automating both apps means every Follow Up Boss appointment and contact flows directly into Pipedrive for a smooth handover.
📋
CRM administrators
You need a reliable customer history in your CRM, but manual data entry leaves frustrating gaps in your audit trail — this integration means every Follow Up Boss update and note is accurately logged in Pipedrive.
Our team

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Why choose Integrately to automate Follow Up Boss + Pipedrive

Build and manage your Follow Up Boss + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Follow Up Boss + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Automation is ready
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Frequently Asked Questions

How do I connect Follow Up Boss to Pipedrive?
Frequently Asked Questions
You can connect Follow Up Boss to Pipedrive in 1 click using ready workflows or build custom flows with Integrately AI, incorporating tools like Slack and Google Calendar.
Can I automatically create Pipedrive deals from Follow Up Boss contacts?
Frequently Asked Questions
Can I connect Follow Up Boss, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and Pipedrive?
Frequently Asked Questions
How are lead stages synchronized between Follow Up Boss and Pipedrive?
Frequently Asked Questions
Can I update existing Pipedrive records when contacts change in Follow Up Boss?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Follow Up Boss and Pipedrive integration free?
Frequently Asked Questions
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