CallRail + Dotloop Integration

Integrate CallRail to Dotloop in one click, or tell Integrately AI how you want each call handled. Capture call details, create loops, update your CRM, alert your team, and manage documents automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • CallRail
    Phone call is completed in CallRail Instant
  • CallRail
    Phone call is updated in CallRail Instant
  • CallRail
    Phone call is started in CallRail Instant
  • CallRail
    Outbound call is completed in CallRail Instant
  • CallRail
    Form is captured in CallRail Instant
  • CallRail
    User is created in CallRail
  • CallRail
    SMS is sent in CallRail Instant
  • CallRail
    SMS is received in CallRail Instant
  • CallRail
    Company is created in CallRail
  • CallRail
    Session tracker is created in CallRail
  • CallRail
    Source tracker is created in CallRail
  • Dotloop
    Loop is created in Dotloop
Arrow Right
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop

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Ready Workflows Ready Workflows for CallRail + Dotloop Integration

Capture phone calls, create loops, keep contacts updated, alert your team, and manage real estate documents, all in just one click.

Most popular automationsmost-popular-automations
CallRail + Dotloop Integration

Create Dotloop loop for new CallRail form

Integrating your Dotloop with your CallRail, can help you automatically create new loops based on forms recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This CallRail - Dotloop integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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CallRail + Dotloop Integration

Create Dotloop loop from new CallRail contact

Anytime a new contact is created in your CallRail, 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 CallRail - 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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CallRail + Dotloop Integration

Create Dotloop contact for new CallRail form

When someone completes your CallRail, a new contact is automatically created in your Dotloop. This way, you can quickly follow up with the form and turn them into a customer!

Plus, all of the information from the CallRail is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a CallRail - Dotloop integration set up makes it easy to manage your customer relationships and grow your business.
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CallRail + Dotloop Integration

Create Dotloop contact for new CallRail 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 CallRail - Dotloop integration, anytime a new CallRail 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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  • 1of1
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your CallRail + Dotloop flow

Connect call data to CRMs, storage, communication, and document tools to manage leads and real estate workflows. Pick a combination and activate it in one click.

CallRail
Dotloop
+
HubspotHubspot (4)
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
+
DocuSignDocuSign (4)
+
SlackSlack (4)
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Google CalendarGoogle Calendar (4)
C
D
H
Create a Dotloop loop and a HubSpot contact whenever a phone call is completed in CallRail
New phone calls in CallRail instantly create a Dotloop loop and a new contact in HubSpot without manual data entry.
C
D
H
When a form is captured in CallRail, create a Dotloop loop and log a follow-up task in HubSpot
Capture CallRail form submissions as Dotloop loops while automatically scheduling follow-up tasks in HubSpot.
D
H
C
When a loop is created in Dotloop, create a HubSpot contact and record CallRail call notes
Sync new Dotloop loops back to HubSpot contacts while logging important conversation notes from CallRail.
C
D
H
Use Claude to summarise completed CallRail phone calls, create a Dotloop loop, and create a HubSpot deal
Let Claude analyze CallRail call summaries before creating a Dotloop loop and registering a deal in HubSpot.

Supported triggers and actions for CallRail and Dotloop

Mix and match to build the exact automation you need

CallRail
CallRail Triggers & Actions
Instant
Phone call is completed in CallRail
Triggers the automation when a phone call is completed
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Instant
Phone call is updated in CallRail
Triggers the automation when a phone call is updated
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Instant
Phone call is started in CallRail
Triggers the automation when a phone call is started
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Instant
Outbound call is completed in CallRail
Triggers the automation when an outbound call is completed
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Instant
Form is captured in CallRail
Triggers the automation when a form is submitted
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User is created in CallRail
Triggers the automation when a new user is created
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Instant
SMS is sent in CallRail
Triggers the automation when a text message is sent
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Instant
SMS is received in CallRail
Triggers the automation when a new text message is received
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Company is created in CallRail
Triggers the automation when a new company is created
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Session tracker is created in CallRail
Triggers the automation when a session tracker is created
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Source tracker is created in CallRail
Triggers the automation when a source tracker is created
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No action is available
Dotloop
Dotloop Triggers & Actions
Loop is created in Dotloop
Triggers the automation when a new loop has been set up
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Create loop in Dotloop
Creates a new loop
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Create contact in Dotloop
Adds a new contact to the database
Try it →

What can you automate with CallRail + Dotloop?

Turn inbound phone calls and form submissions into structured real estate transactions and automated team workflows.

What you can automate?
🔄
Turn phone calls into active transaction loops
Automatically generate a new loop in Dotloop the moment a phone call is completed in CallRail, eliminating manual data entry between your call tracking and transaction management systems.
📋
Capture every submitted form field
Map all available CallRail form submission fields directly into your Dotloop loop details so you never miss critical property preferences or client requirements.
🔔
Alert your team instantly on communication channels
Send immediate notifications to your agents in Slack or via email as soon as a new phone call or form submission converts into a Dotloop transaction loop.
🔀
Route loops based on submitted caller data
Apply conditional rules to direct specific CallRail inquiries to designated agents or regional Dotloop profiles based on the property type or budget discussed.
🔄
Keep transaction records continuously updated
Synchronize ongoing call notes and follow-up updates between CallRail and Dotloop so your transaction files reflect the latest client interactions.
🛡️
Prevent duplicate records across platforms
Check existing Dotloop records before creating new loops from inbound CallRail phone calls, ensuring clean databases without redundant entries.
📅
Manage follow-up meetings and status milestones
Automatically schedule client consultation meetings in Google Calendar or update task statuses whenever transaction loops move through key stages.
Extend your workflow to team messaging apps
Connect your core CallRail and Dotloop integration with Slack or Gmail to broadcast instant updates and streamline cross-departmental coordination.
And much more...

Who is CallRail + Dotloop integration for?

Real estate professionals, marketing managers, and transaction coordinators who need to turn inbound phone calls into active loops instantly.

Performance marketers
Performance marketers
Transaction coordinators
Transaction coordinators
Home buyers and sellers
Home buyers and sellers
Real estate brokerages
Real estate brokerages
Assistant agents
Assistant agents
Compliance officers
Compliance officers
📈
Performance marketers
You're running campaigns across multiple ad sets but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the sheet instantly and your data stays current.
Transaction coordinators
You manage fast-moving real estate paperwork, but inbound phone inquiries sit unnoticed until someone checks call logs manually, so urgent client onboarding gets delayed — with this integration, every completed call triggers an active loop instantly and your workflow starts without delay.
🏠
Home buyers and sellers
You expect prompt follow-up after calling about a property listing, but communication stalls while agents search for scattered contact notes, so frustration builds before contracts even begin — with this integration, every call is logged and acknowledged instantly so your transaction experience feels seamless.
🏢
Real estate brokerages
You handle high call volumes across dozens of active agents, but manual data entry leads to missed follow-ups and lost commissions, so revenue slips through the cracks — with this integration, every inbound call populates your transaction manager automatically and no lead is ever dropped.
🤝
Assistant agents
You rely on upstream phone screeners to hand over buyer criteria before you draft agreements, but manual handoffs cause frustrating communication gaps, so contract preparation starts late — with this integration, call summaries and loops are created simultaneously so you can begin drafting immediately.
⚖️
Compliance officers
You need a reliable audit trail of every client interaction and transaction record, but manual record-keeping results in missing files and incomplete timelines, so compliance checks become stressful — with this integration, every call log and loop is captured permanently and your documentation stays airtight.
Our team

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Why choose Integrately to automate CallRail + Dotloop

Build and manage your CallRail + Dotloop automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect CallRail + Dotloop with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect CallRail to Dotloop?
Frequently Asked Questions
You can connect CallRail to Dotloop instantly using ready workflows or Integrately AI. With 42,000+ active users, setting up multi-step connections alongside apps like HubSpot, Google Drive, and Slack requires zero coding experience.
Can I automatically create a Dotloop loop when a phone call is completed in CallRail?
Frequently Asked Questions
Can I connect CallRail, Dotloop, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CallRail and Dotloop?
Frequently Asked Questions
How does CallRail handle phone call data during integration?
Frequently Asked Questions
How does Dotloop create loops from incoming calls?
Frequently Asked Questions
Do I need coding skills to automate CallRail and Dotloop?
Frequently Asked Questions
Is the CallRail and Dotloop integration free?
Frequently Asked Questions
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You Can Also Connect CallRail or Dotloop With 1500+ Other Apps

CallRail
Popular CallRail Integrations
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Dotloop
Popular Dotloop Integrations
Sync Dotloop with CRM, document management, and communication tools to streamline real estate transactions.
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