Dotloop + Follow Up Boss

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

When a new tag is added to a contact in Follow Up Boss, this workflow creates a Loop in Dotloop. This seamless process saves you valuable time and reduces manual data entry, ensuring your contact data remains organized across both platforms. Ideal for busy real estate professionals who want an efficient way to manage their customer interactions and transactions.

When a new tag is added to a contact in Follow Up Boss, this workflow creates a Loop in Dotloop. This seamless process saves you valuable time and reduces manual data entry, ensuring your contact data remains organized across both platforms. Ideal for busy real estate professionals who want an efficient way to manage their customer interactions and transactions.

  1. When this happens...
    Follow Up BossFollow Up Boss
    Tag Added to Contact

    Fires when a tag is added to a contact in Follow Up Boss.

    TriggerInstant
  2. automatically do this!
    DotloopDotloop
    Create Loop

    Triggers when a new loop is created.

    ActionWrite
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Supported triggers and actions

  • Follow Up Boss triggers, actions, and search

    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 IDRequired

    • Team Member(s)

    Action
    Write
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Tag nameRequired

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Tag(s)Required

    Action
    Write
dotloop logo
dotloop logo

About Dotloop

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

Related categories

  • CRM (Customer Relationship Management)

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follow-up-boss logo
follow-up-boss logo

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

Related categories

  • CRM (Customer Relationship Management)

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