Integrate Dotloop with Follow Up Boss to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Dotloop with Follow Up Boss - no code necessary. See how you can get setup in minutes.

Select a trigger from Dotloop

A trigger is an event that starts your Zap and runs the workflow. For example, with Dotloop, a trigger could be "New Loop."

A trigger is the event that kicks off your automated workflow.

Setup an action from Follow Up Boss

An action is what takes place after the automation is triggered. For example, with Follow Up Boss, the action could be "Add Collaborators."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Dotloop to Follow Up Boss

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Dotloop to Follow Up Boss with a Zapier template.

Our most popular template

Create loops in Dotloop for new deals in Follow Up Boss
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Follow Up Boss + Dotloop
Create deals in Follow Up Boss for new loops in Dotloop
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Dotloop + Follow Up Boss
Create loops in Dotloop when deal stages are updated in Follow Up Boss
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Follow Up Boss + Dotloop
Create new loops in Dotloop when tags are added to contacts in Follow Up Boss
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Follow Up Boss + Dotloop
Create new inquiries or website events in Follow Up Boss for new loops in Dotloop
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Dotloop + Follow Up Boss
Create notes in Follow Up Boss for new loops in Dotloop
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Dotloop + Follow Up Boss

Create loops in Dotloop for new deals in Follow Up Boss

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Follow Up Boss + Dotloop

Create deals in Follow Up Boss for new loops in Dotloop

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Dotloop + Follow Up Boss

Create loops in Dotloop when deal stages are updated in Follow Up Boss

Details

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Follow Up Boss + Dotloop

Create new loops in Dotloop when tags are added to contacts in Follow Up Boss

Details

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Follow Up Boss + Dotloop

Create new inquiries or website events in Follow Up Boss for new loops in Dotloop

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Dotloop + Follow Up Boss

Create notes in Follow Up Boss for new loops in Dotloop

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Dotloop + Follow Up Boss

Update Dotloop loops whenever stages update in Follow Up Boss
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Follow Up Boss + Dotloop
Create loops in Dotloop for new appointments in Follow Up Boss
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Follow Up Boss + Dotloop

Make work flow with AI

Level up your Dotloop to Follow Up Boss integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Dotloop + Follow Up Boss integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dotloop and Follow Up Boss

How do I set up an integration between Dotloop and Follow Up Boss?

To set up the integration between Dotloop and Follow Up Boss, you will need access to both accounts. Our system will guide you through connecting your Dotloop account to Follow Up Boss, allowing you to automate workflows such as creating a new loop in Dotloop every time a contact is added in Follow Up Boss.

Can the integration trigger actions based on changes in Dotloop?

Yes, using our integration, changes in a loop's status within Dotloop can trigger actions like updating or tagging contacts in Follow Up Boss. You can customize which specific changes will act as triggers.

What types of triggers are available for the Dotloop and Follow Up Boss integration?

In our integration setup, triggers can be acts like the creation of a new loop or changes in loop status within Dotloop. These triggers initiate actions in Follow Up Boss, such as creating tasks or sending follow-up emails automatically.

Are there any limitations on the data that can be transferred from Dotloop to Follow Up Boss?

Certain data points may have restrictions due to privacy settings or API limitations from either platform. We recommend reviewing both platforms’ documentation for specifics on data compatibility.

How frequently does data sync between Dotloop and Follow Up Boss when integrated?

Data sync frequency depends on your specific setup within our platform. Typically, actions are triggered instantaneously based on events occurring, though certain configurations may result in slight delays depending upon complexity and volume.

Is it possible to customize what information is shared from Dotloop with Follow Up Boss?

Customization options are available whereby you can select which details from your loops are shared with Follow Up Boss. This ensures only relevant information is transferred according to your workflow needs.

Can multiple users integrate their accounts differently for personalized automation experiences?

Yes, each user can set up their own integrations tailored to their personal workflows. This allows for individualized automation processes that suit different operational requirements across teams or personal use.

Connect Dotloop and Follow Up Boss to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Dotloop and Follow Up Boss to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Profile
  Required
Trigger
Scheduled
Try It
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write

- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write

- Contact Phone, Email, or ID
  Required
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Message
  Required
Action
Write

- Profile
  Required
- Loop Name
  Required
- TransactionType
  Required
- Template
- StreetName
- StreetNumber
- Unit
- City
- State
- ZipCode
- County
- Country
- MLS Property ID
- MLS ID
- Your Agent MLS ID
- NRDS ID
Action
Write
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage name
Action
Write
- Contact Phone, Email, or ID
  Required
- Loop Name
  Required
- Pipeline name
- Stage name
- Team Member(s)
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Loop Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search

Learn how to automate Dotloop on the Zapier blog

Learn how to automate Follow Up Boss on the Zapier blog

About Dotloop

Dotloop is the complete real estate transaction management solution that empowers agents and brokers to get deals done.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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Signatures

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CRM (Customer Relationship Management)

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About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Integrate Dotloop with Follow Up Boss to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from Dotloop

Setup an action from Follow Up Boss

That’s it! You just connected Dotloop to Follow Up Boss

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Create loops in Dotloop for new deals in Follow Up Boss

Create deals in Follow Up Boss for new loops in Dotloop

Create loops in Dotloop when deal stages are updated in Follow Up Boss

Create new loops in Dotloop when tags are added to contacts in Follow Up Boss

Create new inquiries or website events in Follow Up Boss for new loops in Dotloop

Create notes in Follow Up Boss for new loops in Dotloop

Create loops in Dotloop for new deals in Follow Up Boss

Create deals in Follow Up Boss for new loops in Dotloop

Create loops in Dotloop when deal stages are updated in Follow Up Boss

Create new loops in Dotloop when tags are added to contacts in Follow Up Boss

Create new inquiries or website events in Follow Up Boss for new loops in Dotloop

Create notes in Follow Up Boss for new loops in Dotloop

Update Dotloop loops whenever stages update in Follow Up Boss

Create loops in Dotloop for new appointments in Follow Up Boss

Make work flow with AI

Frequently Asked Questions about Dotloop + Follow Up Boss integrations

Connect Dotloop and Follow Up Boss to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect Dotloop and Follow Up Boss to unlock the power of automation

Supported triggers and actions

Learn how to automate Dotloop on the Zapier blog

Learn how to automate Follow Up Boss on the Zapier blog

5 ways to automate Follow Up Boss with Zapier

Connect Dotloop to Follow Up Boss on the world's largest no-code automation platform