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.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Loop
Triggers when a new loop is created.
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