Popular Follow Up Boss + Dotloop Workflows
Create Follow Up Boss task for new Dotloop loop
Create Dotloop loop from new Follow Up Boss contact
This Follow Up Boss - Dotloop integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
Create Dotloop loop for new Follow Up Boss deal
Create Dotloop contact for new Follow Up Boss contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Follow Up Boss - Dotloop integration, anytime a new Follow Up Boss contact is created, an Dotloop contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When Contact is created in Follow Up Boss > Check condition > Create contact in Dotloop
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Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.
See Follow Up Boss IntegrationsDotloop makes real estate transactions easy. Dotloop is the most powerful and efficient way to engage buyers and sellers, collaborate with agents, manage documents, and close deals.
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