3/13/2023 0 Comments Follow up boss![]() It’s finely tuned Workflows automate the common sense repetitive tasks. If you are not familiar with API Nation, it’s a tool that works as a bridge between your favorite apps, like dotloop and Google Sheets, to perform powerful syncs and automation called Workflows.ĪPI Nation automatically syncs your applications. Need any additional assistance with the sync, be sure to email API Nation at the Sync has started you will see two new active workflows in your “ My Syncs ” area of API Nation. You are now saving time creating loops, and eliminating any of those data entry mistakes that has been costing your company time and sanity. ![]() You can see and edit your Sync by going to and signing into your API Nation account. The sync is now on, and sending any contacts you’ve targeted into dotloop and keeping them updated as you work in Follow Up Boss. Scroll back up to the top and click the Start button To make additional connections simply click the field in the Follow Up Boss column and then it’s corresponding field in the dotloop column. Scroll down a bit and make sure the fields in Follow Up Boss are getting matched up to the proper fields in dotloop. If you want to simply send customers who are added or updated from today going forward, un-check this box.īe sure to click Save after you’ve made your filter adjustments Sync all on first run: By default this box is checked to send over all your existing contacts that meet the above filters from Follow Up Boss to dotloop. ![]() ![]() Example: create a tag in Follow Up Boss called dotloop and then tag and contact you want to send to dotloop. Contact Tags: Tell the sync to only sync contacts with the listed tags.Contact Source: Choose to send over contacts from a single source: Example: Facebook, Zillow, Boldleads etc.Example: only send contacts that have reached “Pending” to dotloop Contact Stage : Choose the Contact Stages in Follow Up Boss that you’d like to trigger a sync.If you’d like to limit exactly which contacts get synced into dotloop, you can use any combination of the following Trigger filters: To sync all your Follow Up Boss contacts into dotloop, you’re ready! Simply click the play button at the top of the page and launch the sync. Now we’re going to connect dotloop by simply clicking the button marked “Connect dotloop”Īuthorize API Nation to access your dotloop account Type in your preferred company name for this sync and click connect Go back to your tab with API Nation and paste the key into the field marked API Key by pressing ctrl + v (or command + v on Mac) Log into Follow Up Boss and click Admin, then More, and then APIĬlick the “Copy” button next to your API Key. Let’s go find your API Key in Follow Up Boss. Click the button that says “Connect Follow Up Boss”Ī pop up will appear asking for your Follow Up Boss API Key and company name. It’s super easy, first we’ll connect Follow Up Boss. This is where all the API Nation created integrations are available to be switched on.Ĭlick on the button under the Follow Up Boss Logo If you'd prefer to read through a guide, here's a step-by-step: or click the button below to get the Sync: Always on, and always working so dotloop is always updated with the latest contact info from Follow Up BossĬheckout the video above to see it in action.Eliminate costly data entry errors and free up more time to spend with clients.Speed up your transactions by having your Follow Up Boss People synced and ready to go in dotloop.Looking to optimize your real estate office? A really easy way to save time creating and adding people to loops is to simply connect Follow Up Boss to dotloop so all your contacts from Follow Up Boss are ready to go in dotloop when you need them. ![]()
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