Popular Bitrix24 + Dotloop Workflows
Create Dotloop loop from new Bitrix24 contact
This Bitrix24 - 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.
Create Dotloop loop for new Bitrix24 deal
Create Dotloop contact for new Bitrix24 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 Bitrix24 - Dotloop integration, anytime a new Bitrix24 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.
When Contact is created in Bitrix24 > Check condition > Create contact in Dotloop
When Contact is updated in Bitrix24 > Check condition > Create contact in Dotloop
When Lead is created in Bitrix24 > Check condition > Create contact in Dotloop
When Lead is updated in Bitrix24 > Check condition > Create contact in Dotloop
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Bitrix24 provides businesses with an integrated suite of tools for team collaboration and project management, as well as professional CRM and business analytics. Amplify your productivity and improve your profitability!
See Bitrix24 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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