

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

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Supported triggers and actions
Integrate Follow Up Boss and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Contact created
Triggers when a new contact is created

Updated deal stage
Triggers when a deal is moved from one stage to another

Updated deal status
Triggers when the status of an existing deal is updated

New deal
Triggers when a new deal is created

New person, lead, or contact
Triggers when a new person, lead, or contact is created
All Actions - Actions are the automated tasks

Create contact
Creates a new contact

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

Add person
Adds a new person

Create task
Creates a new calendar task

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

Create deal
Creates a new deal
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.
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