Dotloop + awork Integration

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Dotloop + awork Integration

Create awork task for new Dotloop loop

Imagine this scenario: you've just negotiated a great loop with a potential client, and you want to make sure that the ball is kept in your court by creating a task in awork to ensure that the loop goes through. Wouldn't it be great if there was an easy way to do that right from within Dotloop? Well now there is!

With our integration between Dotloop and awork, creating task in awork is now easier than ever. Whenever a loop is created in Dotloop, you can automatically create a corresponding task in awork to keep your team up-to-date.
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awork + Dotloop Integration

Create Dotloop loop from new awork client

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

This awork - 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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awork + Dotloop Integration

Create Dotloop contact for new awork client

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 awork - Dotloop integration, anytime a new awork client 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 Dotloop & awork Integration In Clicks

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Dotloop + awork Integration
1.
  • Dotloop
    Loop is created in Dotloop
  • awork
    Client is added in awork Instant
  • awork
    Project task is added in awork Instant
  • awork
    Task status is changed in awork Instant
  • awork
    Project is added in awork Instant
  • awork
    Project member is added in awork Instant
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • awork
    Create task in awork
  • awork
    Add Contact Information in awork
  • awork
    Creates a new company. in awork
  • awork
    Create Project in awork
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Integrate Dotloop & awork In 1 Click
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