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.

  1. When this happens...
    DotloopDotloop
    New Loop

    Triggers when a new loop is created.

    TriggerScheduled
  2. automatically do this!
    Follow Up BossFollow Up Boss
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ProfileRequired

    Trigger
    Scheduled
    Try It
  • 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
    • 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

    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
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