Dotloop + Follow Up Boss
Create notes in Follow Up Boss for new loops in Dotloop
Stay organized and ensure timely follow-ups with your clients or leads using this workflow. Each time a new loop occurs in Dotloop, a note will be instantly created in Follow Up Boss. This means no more manually copying information over - saving you invaluable time and keeping your interactions timely and efficient. Enhance your real estate transactions and improve client communication with this seamless integration.
Stay organized and ensure timely follow-ups with your clients or leads using this workflow. Each time a new loop occurs in Dotloop, a note will be instantly created in Follow Up Boss. This means no more manually copying information over - saving you invaluable time and keeping your interactions timely and efficient. Enhance your real estate transactions and improve client communication with this seamless integration.
- When this happens...New Loop
Triggers when a new loop is created.
- automatically do this!Create Note
Creates a note on a contact
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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