Popular Close + Dotloop Workflows
Create Close task for new Dotloop loop
Create Dotloop loop from new Close contact
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.
Create Dotloop loop for new Close opportunity
Create Dotloop contact for new Close 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 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.
When Contact is created in Close > Check condition > Create contact in Dotloop
When Contact is updated in Close > Check condition > Create contact in Dotloop
When Lead is created in Close > Check condition > Create contact in Dotloop
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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.
See Close 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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