Act! 365 + Dotloop Integration

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Act! 365 + Dotloop Integration

Create Dotloop loop from new Act! 365 contact

Anytime a new contact is created in your Act! 365, a new loop will automatically be created in your Dotloop. This ensures that all of your loop are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Act! 365 - Dotloop integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Act! 365 + Dotloop Integration

Create Dotloop contact for new Act! 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Act! 365 - Dotloop integration, anytime a new Act! 365 contact is created, an Dotloop contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Create Your Own Act! 365 & Dotloop Integration Without Any Code

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Act! 365 + Dotloop Integration
1.
  • Act! 365
    New contact is created in Act! 365
  • Dotloop
    Loop is created in Dotloop
2.
  • Act! 365
    Create contact in Act! 365
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
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