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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!!

Hi ​@jozeecompeaurealtor 

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


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!