{"article":{"id":39396519594007,"url":"https://followupboss.zendesk.com/api/v2/help_center/en-us/articles/39396519594007.json","html_url":"https://help.followupboss.com/hc/en-us/articles/39396519594007-Dotloop","author_id":392482587413,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":9072528409623,"created_at":"2026-03-30T18:15:13Z","updated_at":"2026-03-30T18:15:13Z","name":"Dotloop ","title":"Dotloop ","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-03-30T18:15:13Z","user_segment_id":null,"permission_group_id":177733,"content_tag_ids":["01KMZZ99PAA7DD7Z2G7SF42J03"],"label_names":["Integration"],"body":"<p>This integration creates a one-way connection between Dotloop and Follow Up Boss using Realsynch’s Legacy platform and Zapier.</p><p>Every five minutes, Dotloop webhooks are sent to Realsynch and then pushed into Follow Up Boss. Deals are automatically created or updated in Follow Up Boss based on:</p><ul>\n<li data-list-item-id=\"e3fdbe7556f04346c851e9fab6d3ad621\">The lead’s email address (used for matching).</li>\n<li data-list-item-id=\"e2cc8d7b35f0927a079350d99be1a57c9\">The status of the Loop in Dotloop.</li>\n</ul><p>This allows your transaction data in Dotloop to stay aligned with your deals pipeline in Follow Up Boss.</p><figure class=\"wysiwyg-media\"><div data-oembed-url=\"https://followupboss-1.wistia.com/medias/hy1qw7acxf\"><iframe src=\"//fast.wistia.com/embed/iframe/hy1qw7acxf\" frameborder=\"0\" allowfullscreen=\"\" allow=\"encrypted-media\" style=\"width: 100%; aspect-ratio: 16 / 9;\"></iframe></div></figure><p> </p><h2 id=\"h_01KMZZ3PV3292A2SV9PD93DH06\"><strong>How it works</strong></h2><p>When a Loop is created or updated in Dotloop:</p><ul>\n<li data-list-item-id=\"e1d4e7681923d7550be243331aff39aff\">The system checks the lead’s email address to match an existing contact in Follow Up Boss.</li>\n<li data-list-item-id=\"ef8ddb8e15507a8845c293628b41f6bdb\">A deal is created or updated in Follow Up Boss.</li>\n<li data-list-item-id=\"e1da1acff7cd51da4a423349ab5e3540f\">The deal stage is updated based on the mapped Dotloop status.</li>\n<li data-list-item-id=\"e6a463235d2da314cdc0aa78be9bd3c67\">Key transaction data is synced into the Follow Up Boss deal record.</li>\n</ul><p>The sync runs automatically every five minutes.</p><h2 id=\"h_01KMZZ3PV59TWQ0XYHD5Q46T1J\"><strong>Required Dotloop information</strong></h2><p>The following fields must be present in Dotloop for the integration to function properly:</p><ul>\n<li data-list-item-id=\"ed8603c111b3d0e541057e1dd43f73317\">Lead name and email address.</li>\n<li data-list-item-id=\"ecd80d2d624518cca7ac7b69060faaa5f\">Lead assigned as buyer or seller.</li>\n<li data-list-item-id=\"e1cd0fdb6de42a1716533f8b9a14a76fe\">Agent associated with the lead, marked as listing agent or buying agent. The agent role must match the lead assignment.</li>\n<li data-list-item-id=\"e4ef596a783605deb88fb601f1f1c53e3\">Property address, used as the deal name in Follow Up Boss.</li>\n<li data-list-item-id=\"e120db91c9ee3b0d408aa32fd610cdcb7\">Transaction type: purchase or listing for sale.</li>\n</ul><p>If required fields are missing or misaligned, deals may not be created correctly in Follow Up Boss.</p><h2 id=\"h_01KMZZ3PV71167CBS30SP3SMA3\"><strong>Mapped fields (Dotloop to Follow Up Boss deal)</strong></h2><p>The following fields are mapped from Dotloop to Follow Up Boss:</p><ul>\n<li data-list-item-id=\"edb7011f631dc37fbc2bcfe1beb6f576a\">Purchase or sale price → Price.</li>\n<li data-list-item-id=\"e1e79358a80b0fb923198edc161666614\">Closing date → Close Date.</li>\n<li data-list-item-id=\"e538d5d8dd58fd1251c3d8e2b66b4c12c\">Sale commission total → Commission.</li>\n<li data-list-item-id=\"e1a50453015664a3b8f0d6a6a261436e0\">Loop URL → Dotloop URL custom field.</li>\n</ul><p>Mapped status values in Dotloop are also connected to specific stages in your Follow Up Boss pipeline.</p><h2 id=\"h_01KMZZ3PV94T4B6EJY8F1PJ6RB\"><strong>Before you begin</strong></h2><ul>\n<li data-list-item-id=\"e16f5b54a2543cedad3a49dce945f77d3\">You must have active Dotloop and Follow Up Boss accounts.</li>\n<li data-list-item-id=\"ea5f31dcebf0af7624335f0f431d1431e\">You must have owner access to generate a Follow Up Boss API key.</li>\n<li data-list-item-id=\"e5b601ba10440fe79d4e2f8adfe72ee13\">You must define how Dotloop statuses should map to Follow Up Boss deal stages.</li>\n</ul><h2 id=\"h_01KMZZ3PVAMF885Y16BBPMT7JK\"><strong>Set up the integration</strong></h2><p>The Realsynch Services Team completes the setup.</p><ol>\n<li data-list-item-id=\"e916288b879c17bbad8fd217bd73e35e5\">Generate your <a href=\"https://help.followupboss.com/hc/en-us/articles/360014289393-API-Key\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"wysiwyg-underline\">Follow Up Boss API key</span></a>:<ul>\n<li data-list-item-id=\"ebe379f4a392829d46c84f7e7d71ff5ff\">Log in to Follow Up Boss.</li>\n<li data-list-item-id=\"eec3314cf0dc9385a541c3524e6346510\">Go to <strong>Admin</strong>.</li>\n<li data-list-item-id=\"ef0a2abec14ecbf21a7dc9ee008eaed2b\">Select <strong>API</strong>.</li>\n<li data-list-item-id=\"e97ecd619adeb4bcd7311834e12c267cb\">Create and copy your API key.</li>\n</ul>\n</li>\n<li data-list-item-id=\"ef1d8ee77d74f675f70843307cae50193\">Prepare your Dotloop login credentials.</li>\n<li data-list-item-id=\"ec2079661e56e9822792cee351feab034\">Define your mapped status configuration:<ul>\n<li data-list-item-id=\"e71d9e02778ebc2491c97344694eb351f\">List each Dotloop status.</li>\n<li data-list-item-id=\"e927c66d777e7567659e4a9038bdce8c9\">Identify the corresponding Follow Up Boss deal stage for each status.</li>\n</ul>\n</li>\n<li data-list-item-id=\"e0b313f6ffdf1bd34388a4203c6629bfb\">Email the following information to support@realsynch.com:<ul>\n<li data-list-item-id=\"e7406cbf78c651215583b8795ec03a392\">Dotloop login information.</li>\n<li data-list-item-id=\"e1099d8cdf05e0086c7a3fee7fbbad109\">\n<a href=\"https://help.followupboss.com/hc/en-us/articles/360014289393-API-Key\" target=\"_blank\" rel=\"noopener noreferrer\"><span class=\"wysiwyg-underline\">Follow Up Boss API key</span></a>.</li>\n<li data-list-item-id=\"e3b8a0beca0e51441872ebe5245efc65e\">Mapped status (Dotloop) to stage (Follow Up Boss) configuration.</li>\n</ul>\n</li>\n</ol><p>Realsynch will configure the integration and confirm once the sync is active.</p><h2 id=\"h_01KMZZ3PVHAEQXJBCDEGJQ71PP\"><strong>FAQ</strong></h2><h3 id=\"h_01KMZZ3PVHKTB1PNGZ6ABAA2ZA\"><strong>Is this a two-way sync?</strong></h3><p>No. This is a one-way sync from Dotloop to Follow Up Boss. Data does not flow back into Dotloop.</p><h3 id=\"h_01KMZZ3PVJDW2AFXBT8DKYGFD6\"><strong>How often does the sync run?</strong></h3><p>Webhooks are processed approximately every five minutes.</p><h3 id=\"h_01KMZZ3PVJVDBF1HKYAKMMBQV9\"><strong>How are deals matched to contacts?</strong></h3><p>Matching is based on the lead’s email address in Dotloop. If a matching email exists in Follow Up Boss, the deal is associated with that contact.</p>","user_segment_ids":[]}}