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!!