Integrations
Your CRM, your e-sign tool, and your file storage should all feed one place: the transaction. Paperless Pipeline connects natively to Follow Up Boss, DocuSign, Dropbox Sign, and Dropbox, and to 1,500+ more apps through Zapier.
Most brokerages run four kinds of tools. A CRM for leads. A transaction system for deals and compliance. An e-sign tool for signatures. And somewhere to keep files. When they don't connect, people fill the gaps by hand. Agents download signed PDFs from email and upload them again. Someone retypes the address. Someone else chases a document that was signed days ago.
Every hand-off is a chance for a file to go missing or a deadline to slip. For a broker, that's a compliance risk. For a transaction coordinator, it's hours a week.
Paperless Pipeline puts the transaction in the middle. Signed documents come back to the right file. Lead records show where the deal stands. Old files move in without zip folders. And anything else you use can connect through Zapier.
Connect each one once from Admin > Integrations. It works for everyone after that.
An embedded app inside Follow Up Boss shows a linked lead's transaction status, key dates, price, commission breakdown, and recent documents. Agents stay in their CRM. Your office still sees everything in one place.
See the Follow Up Boss integrationSend documents for signature straight from a transaction. When the last signer finishes, the signed PDF comes back into the same file, already named, ready for review.
How DocuSign works with Paperless PipelineAlready pay for Dropbox Sign? Keep it. Send from any transaction and the signed copy files itself back automatically. Nothing to forward or rename.
How Dropbox Sign works with Paperless PipelinePull documents from Dropbox straight into Paperless Pipeline in a few clicks. Most brokerages use it to move old files in during setup.
How Dropbox import worksIf a tool connects to Zapier, it can connect to Paperless Pipeline. Use it to send new transactions to your accounting tool, post closings to a team chat, or add contacts to your marketing list. A master admin authorizes the connection once.
Every transaction has its own email address. Forward any document, from any e-sign tool or inbox, and it lands in the right file. No integration needed.
Check Zapier first. It covers most CRMs, accounting tools, and marketing apps. Still not sure? Talk to us and we'll tell you how other brokerages connect it.
Also see all features and pricing.
Follow Up Boss, DocuSign, Dropbox Sign, and Dropbox (file import). Every transaction also gets its own MailDrop email address, and you can import data by CSV. Everything else connects through Zapier, which covers 1,500+ apps.
No. The integrations on this page come with every plan. Paperless Pipeline is priced per transaction, not per user, so adding the people who use these connections costs nothing extra. Pipeline eSign, the built-in signing option, is a separate add-on.
Forward the signed document to the transaction's MailDrop address. It's added to the right transaction automatically, no matter which e-sign tool made it.
Yes, to use Zapier connections. Zapier sets its own plan limits. Connecting Paperless Pipeline to Zapier is free once a master admin authorizes it.
A master admin connects each integration once from Admin > Integrations. After that, it works for everyone in the brokerage. Free onboarding help is included if you want someone to walk you through it.
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