STEP 1
Connect Follow Up Boss and Pipedrive
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Follow Up Boss and Pipedrive Integration
Build crm workflows between Follow Up Boss and Pipedrive on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Follow Up Boss and Pipedrive
Detailed info you need to know about Follow Up Boss and Pipedrive integrations in WEXTL. Explore which modules apps support and how you connect them.
Follow Up Boss
Real-estate CRM for lead follow-up, pipelines, and team inboxes. [5]
How to connect Follow Up Boss to Pipedrive
Set up your Follow Up Boss and Pipedrive integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Follow Up Boss and Pipedrive nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Follow Up Boss and Pipedrive. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Follow Up Boss and Pipedrive work in WEXTL?
WEXTL exposes actions and triggers for Follow Up Boss and Pipedrive that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Follow Up Boss triggersPipedrive actions
Follow Up Boss modules
- Add Inbox App MessageAdds a message to an existing or new Inbox App conversation.
- Add Inbox App NoteAdds a note to an Inbox App conversation.
- Add Inbox App System Confirmation MessageAdds a system confirmation message to an existing or new Inbox App conversation.
- Add Person to Action PlanApply an Action Plan to a person.
- Check Duplicate PersonCheck whether a person exists in Follow Up Boss.
- Claim PersonClaim a lead.
- Create AppointmentCreates a new appointment.
- Create Appointment OutcomeCreates a new appointment outcome.
- Create Appointment TypeCreates a new appointment type.
- Create Automation PersonManually trigger an Automation for a specified Person.
- Create CallCreates a new call.
- Create Custom FieldCreates a new custom field.
- Create DealCreates a new deal.
- Create Deal AttachmentAdd an attachment to a deal.
- Create Deal Custom FieldCreate a deals custom field.
- Create Em CampaignCreate an email marketing campaign.
- Create Em EventsNotify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports.
- Create EventSend in a lead or an event related to a lead.
- Create GroupCreates a new group.
- Create Inbox App ParticipantAdds a participant to an Inbox App conversation.
- Create NoteCreates a new note.
- Create People RelationshipCreate a new relationship for a person.
- Create PersonManually add a new person.
- Create Person AttachmentAttach a file to a person.
- Create PipelineCreates a new pipeline.
- Create PondCreates a new pond.
- Create ReactionAdd a reaction to a corresponding reference data object, e.g. "Note" or "ThreadedReply".
- Create StageCreates a new stage.
- Create TaskCreates a new task.
- Create TeamCreates a new team.
- Create TemplateCreate a new email template.
- Create Text MessageCreate a record of an externally sent text message.
- Create Text Message TemplateCreate a text message template.
- Deactivate Inbox AppDeactivates an installation of your Inbox App.
- Delete AppointmentDeletes an existing appointment.
- Delete Appointment OutcomeDeletes an existing appointment outcome.
- Delete Appointment TypeDeletes an existing appointment type.
- Delete Custom FieldDeletes a custom field by id.
- Delete DealDeletes an existing deal.
- Delete Deal AttachmentDeletes an existing deal attachment.
- Delete Deal Custom FieldDelete a deals custom field.
- Delete GroupDeletes a group by id.
- Delete Inbox App ParticipantDeletes an Inbox App conversation participant.
- Delete NoteDeletes an existing note.
- Delete People RelationshipDeletes people Relationship.
- Delete PersonDeletes an existing person.
- Delete Person AttachmentDelete an attachment by ID.
- Delete PipelineDeletes an existing pipeline.
- Delete PondDeletes a pond by id.
- Delete ReactionDeletes an existing reaction.
Pipedrive modules
- Add a Call LogAdds a call log.
- Add a ChannelAdds a channel.
- Add a Comment to a NoteAdds a comment to a note.
- Add a Follower to a DealAdds a follower to a deal.
- Add a Follower to a PersonAdds a follower to a person.
- Add a Follower to a ProductAdds a follower to a product.
- Add a LeadAdds a lead.
- Add a New ActivityAdds a new activity.
- Add a New GoalAdds a new goal.
- Add a New UserAdds a new user.
- Add a NoteAdds a note.
- Add a Participant to a DealAdds a participant to a deal.
- Add a ProjectAdds a project.
- Add a TaskAdds a task.
- Add DealAdds a new deal.
- Add Deal DiscountAdds deal discount.
- Add Deal InstallmentAdds deal installment.
- Add FileAdds a new file.
- Add PersonAdds a new person.
- Add Person PictureAdds person picture.
- Add ProductAdds a new product.
- Add Product ImageAdds product image.
- Add Product to DealAdds product to deal.
- Add Product VariationAdds product variation.
- Archive a ProjectArchives a project.
- Attach an Audio File to the Call LogAttaches an audio file to the call log.
- Convert Deal to LeadConverts deal to lead.
- Convert Lead to DealConverts lead to deal.
- Create a Remote File and Link It to an ItemCreates a remote file and link it to an item.
- Delete a Call LogDeletes a call log.
- Delete a ChannelDeletes a channel.
- Delete a Comment Related to a NoteDeletes a comment related to a note.
- Delete a ConversationDeletes a conversation.
- Delete a FileDeletes a file.
- Delete a Follower from a DealDeletes a follower from a deal.
- Delete a Follower from a PersonDeletes a follower from a person.
- Delete a Follower from a ProductDeletes a follower from a product.
- Delete a LeadDeletes a lead.
- Delete a NoteDeletes a note.
- Delete a Participant from a DealDeletes a participant from a deal.
- Delete a ProjectDeletes a project.
- Delete a TaskDeletes a task.
- Delete an ActivityDeletes an activity.
- Delete DealDeletes an existing deal.
- Delete Deal DiscountDeletes deal discount.
- Delete Deal InstallmentDeletes deal installment.
- Delete Existing GoalDeletes existing goal.
- Delete Mail ThreadDeletes mail thread.
- Delete PersonDeletes an existing person.
- Delete Person PictureDeletes person picture.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Follow Up Boss and Pipedrive integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Follow Up Boss and Pipedrive.
Connect your Follow Up Boss and Pipedrive accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Follow Up Boss's "Watch Action Plans" fires, WEXTL can "Add a Call Log" in Pipedrive. Follow Up Boss has 13 triggers (including Watch Action Plans, Watch Action Plans People, and Watch Appointments); Pipedrive has 172 actions (including Add a Call Log, Add a Channel, and Add a Comment to a Note). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Follow Up Boss-to-Pipedrive automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Follow Up Boss (or Pipedrive) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Follow Up Boss + Pipedrive automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Follow Up Boss and Pipedrive integration.
- Follow Up Boss and Pipedrive integration source code, module specs and credentials implementation.
- Our Follow Up Boss and Pipedrive integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Follow Up Boss and Pipedrive — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Follow Up Boss integration information
- Pipedrive integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library