Popular Apollo + Dotloop Workflows
Create Dotloop contact for new Apollo contact
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 Apollo - Dotloop integration, anytime a new Apollo 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.
Create Dotloop loop from new Apollo contact
This Apollo - 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.
When Contact is created in Apollo > Check condition > Create contact in Dotloop
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Apollo is the only connection to your buyers that you need. It consists of a database, lead generation tools and analytics in one place, which makes it easy to find and engage with qualified leads.
See Apollo IntegrationsDotloop makes real estate transactions easy. Dotloop is the most powerful and efficient way to engage buyers and sellers, collaborate with agents, manage documents, and close deals.
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