The Follow Up Boss and dotloop integration allows you to utilize your Follow Up Boss account to quickly create loops when you create a deal. You also gain the ability to view the loop in dotloop from a deal card on the people and deals screen in your FOB account.
To get started you will need to be an account Owner or Admin level role. To connect to dotloop, you can go to Admin > Integrations > dotloop.
Once you are on the integration page, you simply press the "Connect to dotloop" button.
Then you will need to signin to your dotloop account
Then you need to authorize FUB access
And that is it!, you're now connected!
To automatically create a loop from a new deal check the 'add to dotloop' checkbox as shown in the below picture. You can also choose a loop template to use, if your dotloop account has any templates.
Note: At this time only the default profile will be used to create loops. Additionally, after creating the loop no data will be synchornized between dotloop and Follow Up Boss.
When viewing the deal you will now see a "View in dotloop" link, which will open a new widow to the loop in dotloop.