Dotloop + Follow Up Boss
Create new inquiries or website events in Follow Up Boss for new loops in Dotloop
Boost your real estate operations effortlessly with this workflow. When a new loop emerges in Dotloop, it initiates a fresh inquiry or website event in Follow Up Boss. This workflow helps you stay connected with crucial engagements, enhancing productivity and client management in one smooth motion.
Boost your real estate operations effortlessly with this workflow. When a new loop emerges in Dotloop, it initiates a fresh inquiry or website event in Follow Up Boss. This workflow helps you stay connected with crucial engagements, enhancing productivity and client management in one smooth motion.
- When this happens...New Loop
Triggers when a new loop is created.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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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
