Dotloop + Follow Up Boss
Create deals in Follow Up Boss for new loops in Dotloop
Stay organized and efficient with this workflow that seamlessly connects Dotloop and Follow Up Boss. Whenever a new loop is created in Dotloop, a deal will be instantly generated in Follow Up Boss, ensuring your real estate transactions never miss a beat. Keep your customer journey on track and effortlessly manage your deals with this time-saving automation.
Stay organized and efficient with this workflow that seamlessly connects Dotloop and Follow Up Boss. Whenever a new loop is created in Dotloop, a deal will be instantly generated in Follow Up Boss, ensuring your real estate transactions never miss a beat. Keep your customer journey on track and effortlessly manage your deals with this time-saving automation.
- When this happens...New Loop
Triggers when a new loop is created.
- automatically do this!Create Deal
Creates a deal on a contact.
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ProfileRequired
Try ItNew Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try ItStage name
Try It
ProfileRequired
Loop NameRequired
Transaction TypeRequired
Template
Street Name
Street Number
Unit
City
State
Zip Code
County
Country
MLS Property ID
MLS ID
Your Agent MLS ID
NRDS ID
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTag nameRequired
Try It
