When this happens...

Automatically do this!
Enable Integrations or automations with these events of LoopedIn and Follow Up Boss
Creates a new idea in LoopedIn.
Updates an existing idea in LoopedIn.
Creates a new Roadmap Card in LoopedIn.
Updates an existing Roadmap Card in LoopedIn.
Deletes an existing idea in LoopedIn.
Delete an existing Roadmap Card in LoopedIn.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your LoopedIn and Follow Up Boss accounts to viaSocket. Once connected, you can set up a workflow where an event in LoopedIn triggers actions in Follow Up Boss (or vice versa).
Absolutely. You can customize how LoopedIn data is recorded in Follow Up Boss. This includes choosing which data fields go into which fields of Follow Up Boss, setting up custom formats, and filtering out unwanted information.
The data sync between LoopedIn and Follow Up Boss typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between LoopedIn and Follow Up Boss. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
LoopedIn is a versatile platform designed to enhance team collaboration and project management. It offers a suite of tools to streamline communication, task management, and project tracking, making it ideal for teams looking to improve productivity and efficiency.
Learn MoreSimple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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