Dotloop + Follow Up Boss

Create loops in Dotloop for new contacts in Follow Up Boss

Manage your real estate client relationships seamlessly. With this workflow, whenever you add a new contact in Follow Up Boss, it also creates a loop in Dotloop. This not only streamlines your administrative tasks but also ensures your property transactions and collaboration are in sync with your client base. Boost your efficiency and avoid missing out on any potential business opportunities.

Manage your real estate client relationships seamlessly. With this workflow, whenever you add a new contact in Follow Up Boss, it also creates a loop in Dotloop. This not only streamlines your administrative tasks but also ensures your property transactions and collaboration are in sync with your client base. Boost your efficiency and avoid missing out on any potential business opportunities.

  1. When this happens...
    Follow Up BossFollow Up Boss
    New Contact

    Fires when a new contact is created in Follow Up Boss.

    TriggerInstant
  2. automatically do this!
    DotloopDotloop
    Create Loop

    Triggers when a new loop is created.

    ActionWrite
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Supported triggers and actions

  • 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
    • Contact Phone, Email, or IDRequired

    • Tag(s)Required

    Action
    Write
dotloop logo
dotloop logo

About Dotloop

Dotloop is the complete real estate transaction management solution that empowers agents and brokers to get deals done.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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follow-up-boss logo
follow-up-boss logo

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 more

Related categories

  • CRM (Customer Relationship Management)

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