Dotloop + Follow Up Boss
Create or update contacts in Follow Up Boss from new loops in Dotloop
Boost your efficiency with this straightforward automation that springs into action when a new loop occurs in Dotloop. This workflow swiftly updates existing contacts or creates new ones in Follow Up Boss, without setting off any action plans. It's the perfect solution for real estate professionals seeking to streamline their client management system and save valuable time.
Boost your efficiency with this straightforward automation that springs into action when a new loop occurs in Dotloop. This workflow swiftly updates existing contacts or creates new ones in Follow Up Boss, without setting off any action plans. It's the perfect solution for real estate professionals seeking to streamline their client management system and save valuable time.
- When this happens...New Loop
Triggers when a new loop is created.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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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
