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Best answer

Dotloop & Follow Up Boss Integration

  • May 20, 2025
  • 2 replies
  • 36 views
J

Hello!

I would like to integrate Dotloop and Follow up Boss. In my mind; I am thinking that the most efficient use would be that a created loop in dotloop will trigger for a Deal to automatically be created in Follow up Boss. Then once the deal is automatically created in Follow up Boss, that the Stage of my Client automatically changes. However, when a loop in dotloop is created, there is no information pulled (that I can find) about the buyer or seller. I am fairly new to this platform.. I am open to suggestions on how to maximize efficiency with this integration, or any useful tips for use that I may be missing. 

Thanks!!

Best answer by Marge

Hi ​@jozeecompeaurealtor!

Currently, the New Loop trigger does not return buyer or seller information. However, other users have expressed interest in obtaining additional details from this trigger, so I’ve added you to the list of interested users.

If/when this feature is implemented, we’ll notify you via email.

Happy to help if you have any other questions!

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34017 replies
  • May 20, 2025

Hi ​@jozeecompeaurealtor 

For us to have more info, post screenshots showing the DATA OUT returned from the Dotloop Zap trigger step.

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
M
  • MargeZapier Staff
  • Zapier Staff
  • 57 replies
  • Answer
  • May 29, 2025

Hi ​@jozeecompeaurealtor!

Currently, the New Loop trigger does not return buyer or seller information. However, other users have expressed interest in obtaining additional details from this trigger, so I’ve added you to the list of interested users.

If/when this feature is implemented, we’ll notify you via email.

Happy to help if you have any other questions!

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