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This integration creates a one-way connection between Dotloop and Follow Up Boss using Realsynch’s Legacy platform and Zapier.

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:

  • The lead’s email address (used for matching).
  • The status of the Loop in Dotloop.

This allows your transaction data in Dotloop to stay aligned with your deals pipeline in Follow Up Boss.

 

How it works

When a Loop is created or updated in Dotloop:

  • The system checks the lead’s email address to match an existing contact in Follow Up Boss.
  • A deal is created or updated in Follow Up Boss.
  • The deal stage is updated based on the mapped Dotloop status.
  • Key transaction data is synced into the Follow Up Boss deal record.

The sync runs automatically every five minutes.

Required Dotloop information

The following fields must be present in Dotloop for the integration to function properly:

  • Lead name and email address.
  • Lead assigned as buyer or seller.
  • Agent associated with the lead, marked as listing agent or buying agent. The agent role must match the lead assignment.
  • Property address, used as the deal name in Follow Up Boss.
  • Transaction type: purchase or listing for sale.

If required fields are missing or misaligned, deals may not be created correctly in Follow Up Boss.

Mapped fields (Dotloop to Follow Up Boss deal)

The following fields are mapped from Dotloop to Follow Up Boss:

  • Purchase or sale price → Price.
  • Closing date → Close Date.
  • Sale commission total → Commission.
  • Loop URL → Dotloop URL custom field.

Mapped status values in Dotloop are also connected to specific stages in your Follow Up Boss pipeline.

Before you begin

  • You must have active Dotloop and Follow Up Boss accounts.
  • You must have owner access to generate a Follow Up Boss API key.
  • You must define how Dotloop statuses should map to Follow Up Boss deal stages.

Set up the integration

The Realsynch Services Team completes the setup.

  1. Generate your Follow Up Boss API key:
    • Log in to Follow Up Boss.
    • Go to Admin.
    • Select API.
    • Create and copy your API key.
  2. Prepare your Dotloop login credentials.
  3. Define your mapped status configuration:
    • List each Dotloop status.
    • Identify the corresponding Follow Up Boss deal stage for each status.
  4. Email the following information to support@realsynch.com:
    • Dotloop login information.
    • Follow Up Boss API key.
    • Mapped status (Dotloop) to stage (Follow Up Boss) configuration.

Realsynch will configure the integration and confirm once the sync is active.

FAQ

Is this a two-way sync?

No. This is a one-way sync from Dotloop to Follow Up Boss. Data does not flow back into Dotloop.

How often does the sync run?

Webhooks are processed approximately every five minutes.

How are deals matched to contacts?

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.

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