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Set up your first integration
Quickly connect Dotloop to Follow Up Boss with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dotloop with Follow Up Boss - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Loop" from Dotloop.
Add your action
An action happens after the trigger—such as "Add Collaborators" in Follow Up Boss.
You’re connected!
Zapier seamlessly connects Dotloop and Follow Up Boss, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- ProfileRequired
Try ItTriggerPolling- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant
- ProfileRequired
- Loop NameRequired
- TransactionTypeRequired
- Template
- StreetName
- StreetNumber
- Unit
- City
- State
- ZipCode
- County
- Country
- MLS Property ID
- MLS ID
- Your Agent MLS ID
- NRDS ID
ActionWrite- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant
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Practical ways you can use Dotloop and Follow Up Boss
Sync real estate deals with contact records
When a new deal is created in Follow Up Boss, Zapier automatically creates a corresponding loop in Dotloop. This automation ensures all real estate transactions are matched with the correct contact, providing better organization and reducing human error.
Business OwnerMonitor real estate closing stages
When the stage of a deal updates in Follow Up Boss, Zapier ensures a new loop in Dotloop reflects the updated progress. This enables seamless tracking of real estate projects without missing critical updates, improving project management efforts.
Project ManagementTrack new transactions with ease
When a new loop is created in Dotloop, Zapier captures the information and updates Follow Up Boss with a new deal. This keeps your sales records up-to-date without needing manual input, saving time and improving tracking accuracy.
Sales OpsLearn how to automate Follow Up Boss on the Zapier blog
Frequently Asked Questions about Dotloop + Follow Up Boss integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dotloop and Follow Up Boss
How do I set up an integration between Dotloop and Follow Up Boss?
To set up the integration between Dotloop and Follow Up Boss, you will need access to both accounts. Our system will guide you through connecting your Dotloop account to Follow Up Boss, allowing you to automate workflows such as creating a new loop in Dotloop every time a contact is added in Follow Up Boss.
Can the integration trigger actions based on changes in Dotloop?
Yes, using our integration, changes in a loop's status within Dotloop can trigger actions like updating or tagging contacts in Follow Up Boss. You can customize which specific changes will act as triggers.
What types of triggers are available for the Dotloop and Follow Up Boss integration?
In our integration setup, triggers can be acts like the creation of a new loop or changes in loop status within Dotloop. These triggers initiate actions in Follow Up Boss, such as creating tasks or sending follow-up emails automatically.
Are there any limitations on the data that can be transferred from Dotloop to Follow Up Boss?
Certain data points may have restrictions due to privacy settings or API limitations from either platform. We recommend reviewing both platforms’ documentation for specifics on data compatibility.
How frequently does data sync between Dotloop and Follow Up Boss when integrated?
Data sync frequency depends on your specific setup within our platform. Typically, actions are triggered instantaneously based on events occurring, though certain configurations may result in slight delays depending upon complexity and volume.
Is it possible to customize what information is shared from Dotloop with Follow Up Boss?
Customization options are available whereby you can select which details from your loops are shared with Follow Up Boss. This ensures only relevant information is transferred according to your workflow needs.
Can multiple users integrate their accounts differently for personalized automation experiences?
Yes, each user can set up their own integrations tailored to their personal workflows. This allows for individualized automation processes that suit different operational requirements across teams or personal use.
