Integration · Follow Up Boss
See your transactions right inside Follow Up Boss
No more tab-switching. Transaction status, dates, commission details, and documents show up directly on the Follow Up Boss lead profile — with one click through to the full file in Paperless Pipeline.
Two tabs, one question, every time
Teams running Follow Up Boss as their CRM and Paperless Pipeline as their transaction system normally have to jump between two tabs to answer a simple question like "what stage is this deal at?" or "did we get the inspection report back?" This integration puts that transaction context directly on the lead's profile in Follow Up Boss.
What you can do from the lead profile
Everything below is live in the embedded panel — no context-switching, no re-typing.
Link multiple transactions to one lead
A lead who's bought and sold with you before can show every related transaction, not just one.
See status, side, and checklist progress at a glance
A status badge (e.g. "pending"), a side badge (e.g. "listing"), and a live checklist-completion count (e.g. "0/15") right on the panel.
Key dates and dollars without opening the file
Listed On, Accepted, and Closes On dates, plus List Price, Sale Price, and Total Commission.
Full commission breakdown
Buying Side, Listing Side, and Referral Compensation — each broken into who's paid and how much or what percent.
Email straight to your transaction maildrop
The envelope icon opens a message pre-addressed to the transaction's Paperless Pipeline maildrop, so a document or update from a client routes straight into the right file without leaving the lead profile.
Jump straight to the transaction or its documents
The property address is a live link that opens the full transaction in Paperless Pipeline, and a Recent Docs section lists the most recent files — title report, pre-approval, disclosures, inspection — as clickable links.
How it works
Three short steps — one for the admin, one per teammate, and one per lead.
An admin enables it (one time)
In Follow Up Boss: Admin → Integrations → All Integrations → Embedded Apps → Paperless Pipeline → Enable. Only a Follow Up Boss Account Owner or Admin can do this, and it only needs to happen once for the whole account.
Each person connects their profile
From any Follow Up Boss Lead Profile, find the Paperless Pipeline panel in the right sidebar and click "Connect to Paperless Pipeline." Log in once and the connection is saved going forward.
Link a lead to a transaction
From the same panel, click "Link to a transaction," search by transaction name or property address, check the box next to the right one, and confirm. A single lead can be linked to more than one transaction.
Privacy note: you only see the transactions you've personally linked. You can't see transactions your teammates have linked to their own contacts.
Before you connect
Here's what the panel looks like on day one
Before linking, the panel simply reads "Connect to Paperless Pipeline to view transactions related to your contacts here" with a "Connect to Paperless Pipeline" button. There's a one-time connect step per user — it's not automatic on day one.
Who this is for
- Teams already running Follow Up Boss as their CRM alongside Paperless Pipeline for transactions.
- Agents and TCs who want deal status visible without opening a second tab mid-call with a client.
- Admins who want commission and closing-date visibility on the same screen as the lead's communication history.
Common questions
Do I need a Paperless Pipeline account to use this?+
Yes — this connects your existing Paperless Pipeline account to Follow Up Boss; it doesn't replace either product.
Can I see transactions my teammates linked?+
No — you only see transactions you've explicitly linked yourself.
Does this let me edit the transaction from Follow Up Boss?+
No — it's a live summary view with a one-click link through to the full transaction in Paperless Pipeline for anything beyond the summary.
Who can turn this on for our account?+
Only a Follow Up Boss Account Owner or Admin can enable the embedded app; after that, any user can connect their own profile and link their own leads.
Already using Follow Up Boss? Connect it in minutes.
Start the free 14-day trial and link your first lead to a real transaction today.
14 days, full access·No credit card·Free setup with you
Closing 250+ transactions a year? Request a call