Close + Dotloop Integration

Connect Close to Dotloop in 1 click

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1.
  • Close
    Custom activity is created or updated in Close Instant
  • Close
    Lead Status change is created in Close Instant
  • Close
    Export is created in Close Instant
  • Close
    Membership is activated in Close Instant
  • Close
    Email Sequence Subscription created or updated in Close Instant
  • Close
    Lead is created using search query in Close
  • Close
    Lead is created in Close Instant
  • Close
    Contact is created in Close Instant
  • Close
    Contact is updated in Close Instant
  • Close
    Opportunity status change is created in Close Instant
  • Close
    Opportunity is created in Close Instant
  • Close
    Email is created in Close Instant
  • Close
    Call record is updated in Close Instant
  • Close
    Call record is created in Close Instant
  • Close
    Task is created in lead in Close Instant
  • Close
    SMS is created in Close Instant
  • Close
    Meeting is created in Close Instant
  • Close
    Note is created in Close
  • Dotloop
    Loop is created in Dotloop
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2.

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Ready Workflows Ready Workflows   for Close + Dotloop Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Close + Dotloop Integration

Create Dotloop loop from new Close contact

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

Create Dotloop contact for new Close 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 Close - Dotloop integration, anytime a new Close 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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Automations

Top 10 Most Popular Close Automations from
Integrately Community

Just click on the workflow you want to automate

Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
Activate
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
Activate
GroovePages logo
Close logo
Create Close contact for new GroovePages response
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
Activate
Formsite logo
Close logo
Create Close contact for new Formsite form submission
Activate
Webflow (Legacy) logo
Close logo
Create Close contact for new Webflow form submission
Activate
Elementor Forms logo
Close logo
Create Close contact for new Elementor Forms form submission
Activate
GroovePages logo
Close logo
Create Close contact for new GroovePages response
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity for new Close opportunity
Activate
Formsite logo
Close logo
Create Close contact for new Formsite form submission
Activate
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
Activate
OnceHub logo
Close logo
Create Close task for new OnceHub booking
Activate
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
Activate
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
Activate
Kajabi logo
Close logo
Create Close contact from new Kajabi offer
Activate
Close logo
GoHighLevel (Legacy) logo
Create GoHighLevel opportunity from new Close contact
Activate
OnceHub logo
Close logo
Create Close task for new OnceHub booking
Activate
Unbounce logo
Close logo
Create Close contact for new Unbounce form submission
Activate
WhatsApp logo
Close logo
Create Close note for new WhatsApp message
Activate

Top 10 Most Popular Dotloop Automations from
Integrately Community

Most popularmost-popular-automations
01
PayPal logo
Dotloop logo
Create loop in Dotloop for Payment sale is completed in PayPal
02
Dotloop logo
Follow Up Boss logo
Create Follow Up Boss deal for new Dotloop loop
03
Dotloop logo
Monday.com logo
Create Monday.com item for new Dotloop loop
04
Follow Up Boss logo
Dotloop logo
Create Dotloop loop for new Follow Up Boss deal
05
Dotloop logo
HubSpot logo
Create HubSpot deal for new Dotloop loop
cloud
Dotloop
app integration
06
Bitrix24 logo
Dotloop logo
Create Dotloop loop from new Bitrix24 contact
07
Dotloop logo
WhatsApp logo
Send WhatsApp message for new Dotloop loop
08
Grist logo
Dotloop logo
Create Dotloop contact for new Grist record
09
EasyCSV logo
Dotloop logo
Create Dotloop contact for new EasyCSV data
10
MySQL logo
Dotloop logo
Create Dotloop contact for new MySQL row
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2
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3
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Want to automate something else in your workflow?

You Can Also Connect Close or Dotloop With 1400+ Other Apps

Close
Close
Close helps you get more deals. Whether you're inside or outside the office, Close gives you everything you need to communicate with prospects and customers—all in one place.
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.