Integrate PipelineDeals with Follow Up Boss

Send information between PipelineDeals and Follow Up Boss automatically, without writing any code, using Zoho Flow.

Build your own integrations between PipelineDeals and Follow Up Boss

Connect PipelineDeals and Follow Up Boss with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate PipelineDeals and Follow Up Boss using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New person, lead, or contact

Triggers when a new person, lead, or contact is created

New deal

Triggers when a new deal is created

Updated deal status

Triggers when the status of an existing deal is updated

Updated deal stage

Triggers when a deal is moved from one stage to another

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Add person

Adds a new person

Create deal

Creates a new deal

Create activity

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

Create task

Creates a new calendar task

Notify for new inquiry or website event

Notifies you when a new inquiry is received or an event has occurred in your website

Create contact

Creates a new contact

What is PipelineDeals?

PipelineDeals is sales CRM software. You can track deals, assign permissions for team members, and forecast sales with detailed reports.

CRM

What is Follow Up Boss?

Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.

Contact Management CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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