123FormBuilder + Dotloop Integration

Integrate 123FormBuilder to Dotloop in one click, or tell Integrately AI how you want each submission handled. Capture real estate lead details, create loops and contacts, and streamline your transaction workflow automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 123FormBuilder
    Submission is created in 123FormBuilder
  • 123FormBuilder
    Form is created in 123FormBuilder
  • Dotloop
    Loop is created in Dotloop
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2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop

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Ready Workflows Ready Workflows for 123FormBuilder + Dotloop Integration

Capture submissions, create loops, add contacts, and streamline your real estate transactions, all in just one click.

Most popular automationsmost-popular-automations
123FormBuilder + Dotloop Integration

Create Dotloop contact for new 123FormBuilder submission

When someone completes your 123FormBuilder, a new contact is automatically created in your Dotloop. This way, you can quickly follow up with the submission and turn them into a customer!

Plus, all of the information from the 123FormBuilder is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a 123FormBuilder - Dotloop integration set up makes it easy to manage your customer relationships and grow your business.
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123FormBuilder + Dotloop Integration

Create Dotloop loop for new 123FormBuilder submission

Integrating your Dotloop with your 123FormBuilder, can help you automatically create new loops based on submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This 123FormBuilder - Dotloop integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Connect more apps to your 123FormBuilder + Dotloop flow

Sync your form submissions and real estate transactions with sheets, documents, CRMs, and messaging tools. Pick a combination and activate it in one click.

123FormBuilder
Dotloop
+
Google SheetsGoogle Sheets (3)
+
DocuSignDocuSign (2)
+
SalesforceSalesforce (2)
+
GmailGmail (2)
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SlackSlack (2)
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TrelloTrello (2)
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G
D
Add every 123FormBuilder submission to Google Sheets, and create a matching loop in Dotloop.
Form submissions land in Google Sheets and immediately create a loop in Dotloop, ensuring your records and transactions stay aligned.
D
G
1
When a Dotloop loop is created, log the details in Google Sheets and notify your team.
Every new Dotloop loop updates your Google Sheets tracker instantly, keeping your team updated on active transactions.
1
G
D
Use Claude to evaluate 123FormBuilder submissions, log them in Google Sheets, and create a Dotloop loop.
Claude reviews incoming submissions for deal readiness before creating your Google Sheets row and Dotloop loop.

Supported triggers and actions for 123FormBuilder and Dotloop

Mix and match to build the exact automation you need

123FormBuilder
123FormBuilder Triggers & Actions
Submission is created in 123FormBuilder
Triggers the automation when a new form is submitted
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Form is created in 123FormBuilder
Triggers the automation when a new form is created
Try it →
No action is available
Dotloop
Dotloop Triggers & Actions
Loop is created in Dotloop
Triggers the automation when a new loop has been set up
Try it →
Create loop in Dotloop
Creates a new loop
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Create contact in Dotloop
Adds a new contact to the database
Try it →

What can you automate with 123FormBuilder + Dotloop?

Streamline your real estate workflows by connecting your intake forms directly to your transaction management workspace.

What you can automate?
🔄
Automate new transaction loop creation
Trigger a new real estate loop in Dotloop the moment a potential buyer or seller completes a submission in 123FormBuilder, eliminating manual entry.
📝
Capture every submitted field accurately
Map all submitted form questions directly into your transaction records, ensuring contact details, property preferences, and budget notes are never left behind.
🔔
Notify agents the moment leads arrive
Alert your closing team instantly when a new property form is submitted, allowing agents to review client information and start working on files right away.
🔀
Route submissions based on property type
Send residential and commercial form submissions to different transaction pipelines or assign them to specialized closing coordinators automatically.
🔄
Keep client contact records up to date
Automatically update existing contact profiles in Dotloop whenever returning clients submit new update forms on your website.
Prevent duplicate record creation
Check existing database entries before creating new loops or contacts, ensuring your transaction workspace remains clean and organized.
📊
Handle transaction status milestones
Update your tracking dashboards and notify stakeholders automatically as property loops progress through different closing stages.
🔗
Extend your workflow to Google Sheets
Push submission details and transaction updates to Google Sheets alongside your Dotloop loops for comprehensive reporting and team visibility.
And much more...

Who is 123FormBuilder + Dotloop integration for?

Real estate professionals, transaction coordinators, and sales teams eliminate manual data entry and streamline property deal management.

Real estate brokers
Real estate brokers
Closing coordinators
Closing coordinators
Client success managers
Client success managers
Operations supervisors
Operations supervisors
Listing agents
Listing agents
Compliance officers
Compliance officers
📈
Real estate brokers
You review transaction metrics every week but your pipeline reports only update when agents manually copy form leads into transaction software, so your performance numbers are always outdated — automating both apps means every new submission populates your tracking systems instantly and your data stays current.
Closing coordinators
You need to initiate property paperwork immediately when a buyer submits an inquiry, but delays in checking form entries mean clients wait hours for their closing workspace — with this integration, every form entry opens a transaction file instantly so you can begin document preparation without delay.
🤝
Client success managers
You answer to buyers and sellers who expect fast communication after filling out property forms, but manual record-keeping leaves gaps in your response timeline — this integration means every client submission is acknowledged and logged correctly across your transaction platforms.
📋
Operations supervisors
The volume of inbound property inquiries is too high for your staff to keep up with by hand, leading to missed loops and incomplete contact files — connecting these apps means high-volume form submissions are processed automatically without adding administrative overhead.
💼
Listing agents
You depend on website inquiries handed over from marketing forms to initiate listing paperwork, but miscommunication between teams stalls the onboarding process — automating both apps means every lead transfers directly into your closing environment without manual handoffs.
🗂️
Compliance officers
You need an accurate, auditable history of every real estate transaction from initial form submission to final signature, but manual data entry creates missing records — this integration means every submission and loop maintains an unbroken digital trail for compliance reviews.
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Why choose Integrately to automate 123FormBuilder + Dotloop

Build and manage your 123FormBuilder + Dotloop automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect 123FormBuilder + Dotloop with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect 123FormBuilder to Dotloop?
Frequently Asked Questions
You can connect 123FormBuilder to Dotloop in 1-click using ready workflows on Integrately, or use Integrately AI to build custom automations that also integrate with Google Sheets, Slack, and other apps.
Can I automatically create a Dotloop loop when a 123FormBuilder form is submitted?
Frequently Asked Questions
Can I connect 123FormBuilder, Dotloop, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for 123FormBuilder and Dotloop?
Frequently Asked Questions
How are form submissions handled between 123FormBuilder and Dotloop?
Frequently Asked Questions
Can I sync contact details from Dotloop to other tools automatically?
Frequently Asked Questions
Do I need coding skills to automate 123FormBuilder and Dotloop?
Frequently Asked Questions
Is the 123FormBuilder and Dotloop integration free?
Frequently Asked Questions
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You Can Also Connect 123FormBuilder or Dotloop With 1500+ Other Apps

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