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 thousands 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.
Paperless Pipeline connects to the CRM, e-sign, storage, accounting and calendar tools brokerages already run, at no extra cost on every plan.
| Tool type | What connects, and how |
|---|---|
| CRM | Follow Up Boss natively; other CRMs through Zapier. |
| E-signature | DocuSign and Dropbox Sign natively; any other tool through MailDrop. Pipeline eSign is built in, a separate add-on. |
| File storage | Dropbox import, most often for old files at setup. |
| Accounting | QuickBooks through Zapier: a Closed status creates the bill with address, close date and commission filled in. |
| Calendars | Google, Outlook and Apple calendars, through a one-way calendar sync of task due dates. |
| AI contract entry | Pipeline AI is built in, with monthly credits at no charge: it reads the signed contract and fills in the transaction for you to review. |
| Existing transactions | CSV import, up to 50 per file; free transaction import on every plan. |
| Reports, chat and marketing | Google Sheets, team chat and marketing lists, through Zapier. |
How each one works is on the real estate software integrations page.
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.
From the lead profile, one click opens an email to the transaction's MailDrop address, and another opens the full file in Paperless Pipeline.
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.
The envelope subject comes from the property address, so it is easy to find in DocuSign. If the document is on a checklist, marking it received closes the task, and any dependent due dates recalculate.
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.
Add the signers in order, and Paperless Pipeline tracks each request while it is out, so you can see what is still waiting on a signature.
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.
Documents land in Unassigned Docs, ready to assign to the right transaction and document name. The originals stay in Dropbox, so agents who save scans there can keep doing so. See Paperless Pipeline vs Dropbox.
How Dropbox import worksA CRM manages leads. Paperless Pipeline runs the deal once it is under contract. Connected, each keeps its own job and nobody retypes the address.
If 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.
Zaps run when a transaction's status changes, and setup needs no code. Once connected, Paperless Pipeline shows which Zaps are active, and you can disconnect anytime.
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.
Every user has their own address too, and lenders or title companies can send to it directly. Asheville Realty Group cleared hundreds of backlogged emails once document intake ran through MailDrop and DocuSign.
Brokers, coordinators and agents each use the connections for a different part of the deal.
Documents come back to the file ready for review, and each review is recorded in the transaction's history.
The calendar feed shows the whole week of deadlines in one view, and signed copies file themselves instead of waiting in an inbox.
Agents stay in Follow Up Boss and see contract deadlines next to their showings, without logging in.
See what agents see in Paperless Pipeline.
Admins decide what connects, and permissions decide who sees what.
More on the audit trail and backups page.
Your account is usable on day one, and most brokerages are fully running in days. Setup, admin training and transaction import are free on every plan.
An Account Owner or Admin enables the app once in Follow Up Boss. Each teammate then connects their own Paperless Pipeline login from any lead profile and links contacts by name or address.
Add your agents as users first, so each deal maps to the right person. Then import open deals by CSV and pull old files in from Dropbox.
Each person adds their own calendar URL to Google Calendar, Outlook or Apple Calendar. The first sync can take a few hours, then it stays current.
Help comes from real people, by email. See the full getting started path.
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.
Real estate CRM integrations connect the CRM your agents use for leads to the software that runs each deal from contract to close. Deal status and key dates reach the CRM, so nobody retypes an address or asks the office where a deal stands. Paperless Pipeline connects natively to Follow Up Boss and to other CRMs through Zapier.
Follow Up Boss connects natively, through an embedded app on every lead profile. Any other CRM that connects to Zapier can connect to Paperless Pipeline too, and Zapier covers thousands of apps. A status change, such as a listing going under contract, can then update the matching record in your CRM. A master admin authorizes the Zapier connection once.
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 thousands of 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.
Yes, through Zapier. When a transaction's status changes to Closed, Zapier can create the bill in QuickBooks automatically, with the address, close date and commission fields already filled in. The same connection can push closing data into a Google Sheet. Reports also download as CSV, XLSX or PDF.
Yes. Paperless Pipeline is a responsive web app that works on any phone, tablet or computer, with no app to download. Agents can upload documents from their phone, forward signed copies to a transaction's MailDrop address, and see task due dates in the phone calendar they already use through calendar sync.
Yes. Every plan includes the same integrations, and plans start at $69/month for up to 5 new transactions a month, with unlimited users. A solo broker can connect DocuSign or Follow Up Boss from day one, and a team can add an assistant or a coordinator without changing the price.
Yes, alongside it. Paperless Pipeline is not a forms tool, so agents keep filling in contracts in the forms software or MLS forms they already use. Signed forms come back through DocuSign or Dropbox Sign, or by forwarding them to the transaction's MailDrop address. Pipeline AI can then read the signed contract and fill in the transaction.
Free 14-day trial. No credit card. Free setup.
14 days, full access·No credit card·Free setup with you
Closing 250+ transactions a year? Request a call
