DoorLoop + Follow Up Boss

DoorLoop + Follow Up Boss integrations

Create or update Follow Up Boss contacts when new prospects appear in DoorLoop

Keep your Follow Up Boss contact list updated with new prospects from your DoorLoop app with this simple workflow. As soon as a new prospect is added in DoorLoop, the automation will immediately create or update a contact in Follow Up Boss without initiating action plans. This streamlines your lead tracking process and ensures no potential client slips through the cracks.

When this happens...
New ProspectTriggers when a new prospect is created.
TriggerPolling
automatically do this!
Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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More things you can do with DoorLoop and Follow Up Boss

Discover other triggers and actions you can use with DoorLoop and Follow Up Boss

- Property
- Portfolio
Trigger
Polling
Try It
- How many days before
  Required
- Portfolio
- Property
- Owner
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
- Status
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
- Payment Method
Trigger
Polling
Try It
- Portfolio
- Owner
- Class
Trigger
Polling
Try It

- Property
- Portfolio
- Payment Method
- Owner
- Lease
Trigger
Polling
Try It
- Number of days before Move-In
  Required
- Portfolio
- Property
Trigger
Polling
Try It

- Property
- Active
Trigger
Polling
Try It
- Days before Expiration
  Required
Trigger
Polling
Try It
- How many days Before
  Required
- Property
Trigger
Polling
Try It
- Date
  Required
- Reference #
- Payee Type
  Required
- Payee
  Required
- Pay From Account
  Required
- Payment Method
  Required
- Category
  Required
- Property
  Required
- Amount
  Required
- Category
- Property
- Amount
- Category
- Property
- Amount
Action
Write
- Lease
  Required
- Date
  Required
- Account
  Required
- Description
- Amount
  Required
- Notes
- Reference
Action
Write
- Subject
  Required
- Description
- Property
- Tenant
- Due Date
  Required
- Assigned to
- Priority
- Status
- type
  Required
Action
Write
- Search Term
  Required
Action
Search
- Lease
  Required
Action
Search
- Search Term
  Required
Action
Search
- Search Term
  Required
Action
Search
- Search Term
  Required
Action
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 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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Number of days before
  Required
- Portfolio
- Property
- Owner
Trigger
Polling
Try It
- Property
- Portfolio
- Vendor
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
- Lease
Trigger
Polling
Try It
- Property
- Portfolio
Trigger
Polling
Try It
- Portfolio
- Property
- Unit
- Assigned User
Trigger
Polling
Try It
- Portfolio
- Property
- Assigned User
- Type
  Required
Trigger
Polling
Try It
- Portfolio
- Property
- Owner
Trigger
Polling
Try It
- Portfolio
- Property
- Vendor
Trigger
Polling
Try It
- Number of days before Move-Out
  Required
- Portfolio
- Property
Trigger
Polling
Try It
- Type
- Property
Trigger
Polling
Try It
- Lease
  Required
- Date
  Required
- Account
  Required
- Description
- Amount
  Required
- Notes
- Reference
Action
Write
- First Name
  Required
- Last Name
  Required
- Company Name
- Notes
- Address - Street 1
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Address - Country
- Phone type
- Number
- Email type
- Address
- Lead Source
- Minimum Bathrooms Wanted
- Minimum Bedrooms Requested
- Maximum Rent Requested
- Expected Move In Date
- Credit Score
- Monthy Income
- Campaign Source
- Campaign Medium
- Campaign Name
- Campaign Content
- Status
- Assigned to User
Action
Write
- First Name
- Last Name
- Company Name
- Notes
- Address - Street 1
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Address - Country
- Email
- Type
- Number
- Properties
- Active
  Required
Action
Write
- Search Term
  Required
- Property
- Unit
- Tenant
Action
Search
- Lease
  Required
Action
Search
- Search term
  Required
- Property
- Unit
- Lease
Action
Search
- Search Term
  Required
Action
Search
- Search term
  Required
- Property
- Unit
- Lease
- First Name
  Required
- Last Name
  Required
- Company Name
- Notes
- Address - Street 1
- Address - Street 2
- Address - City
- Address - State
- Address - Zip
- Address - Country
- Phone type
- Number
- Email type
- Address
- Lead Source
- Minimum Bathrooms Wanted
- Minimum Bedrooms Requested
- Maximum Rent Requested
- Expected Move In Date
- Credit Score
- Monthy Income
- Campaign Source
- Campaign Medium
- Campaign Name
- Campaign Content
- Status
- Assigned to User
Action
Search or 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
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- 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

About DoorLoop

DoorLoop is a powerful software for managing all your properties. Market units, screen prospects, collect rent, handle bookkeeping, & more.

Learn moreLearn moreHelpHelp

Related categories

Productivity

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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