BoldDesk + Dotloop Integration

Connect BoldDesk to Dotloop in 1 click

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1.
  • BoldDesk
    Activity is created in BoldDesk Instant
  • BoldDesk
    Ticket reply is created in BoldDesk Instant
  • BoldDesk
    Ticket property is updated in BoldDesk Instant
  • BoldDesk
    Ticket private notes is created in BoldDesk Instant
  • BoldDesk
    Ticket is created in BoldDesk Instant
  • BoldDesk
    Contact is updated in BoldDesk Instant
  • BoldDesk
    Contact is created in BoldDesk Instant
  • BoldDesk
    Approval is rejected in BoldDesk Instant
  • BoldDesk
    Approval is approved in BoldDesk Instant
  • BoldDesk
    Approval request is created in BoldDesk Instant
  • BoldDesk
    Activity is updated in BoldDesk Instant
  • BoldDesk
    Activity is deleted in BoldDesk Instant
  • Dotloop
    Loop is created in Dotloop
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2.

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Most popular automationsmost-popular-automations
BoldDesk + Dotloop Integration

Create Dotloop contact from new BoldDesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Dotloop. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Dotloop integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Dotloop.

This makes it easy to keep track of your support tickets and contacts in one place.
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Dotloop + BoldDesk Integration

Create BoldDesk ticket for new Dotloop loop

Dotloop is a great tool for managing customer relationships. However, when an loop is created in Dotloop, it can be difficult to track the progress of that loop and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in BoldDesk whenever an loop is created in Dotloop. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the loop.
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Top 10 Most Popular Dotloop Automations from
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Create loop in Dotloop for Payment sale is completed in PayPal
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Create Follow Up Boss deal for new Dotloop loop
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Create Monday.com item for new Dotloop loop
04
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Create Dotloop loop for new Follow Up Boss deal
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Create HubSpot deal for new Dotloop loop
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Create Dotloop loop from new Bitrix24 contact
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Send WhatsApp message for new Dotloop loop
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Create Dotloop contact for new Grist record
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Create Dotloop contact for new EasyCSV data
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Create Dotloop contact for new MySQL row
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BoldDesk
BoldDesk
BoldDesk is an AI-powered help desk software offering omnichannel ticketing, live chat, automation workflows, knowledge base, self-service portals, real-time reporting, and 24/7 AI assistance for seamless customer support.
Dotloop
Dotloop
Dotloop 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.