How to integrate Cloze with your apps: 11 top integrations revealed
Enhance your business with the top 11 interactive Cloze integrations. Streamline collaboration, automate tasks, and engage customers effortlessly.
Cloze + Dotloop Integration
Integrate Cloze to Dotloop in one click, or tell Integrately AI how you want each loop handled. Create loops, add contacts, log notes, and track your real estate transactions automatically.
Free forever.Use premium features free for 14 days.1.
Person is updated in Cloze Instant- Project is updated in Cloze Instant
- Company is updated in Cloze Instant
Loop is created in Dotloop
2.
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Ready Workflows for Cloze + Dotloop Integration
Create loops, add contacts, log communications, update projects, and track transactions, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Cloze + Dotloop flow
Send transaction updates, log client meetings, notify your team, and track invoices after your core pair completes. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Google Calendar (4)
Google Calendar (4) +
DocuSign (4)
DocuSign (4) +
Slack (4)
Slack (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Calendly (4)
Calendly (4) D
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When a new loop is created in Dotloop, create a person in Cloze and send a confirmation email in Gmail
New Dotloop loops instantly populate your Cloze contacts and trigger a welcome email in Gmail without manual data entry.
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When a project is updated in Cloze, create a loop in Dotloop and email the agent via Gmail
Keep your real estate deals aligned with client updates by pushing Cloze project changes into Dotloop and alerting agents in Gmail.
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When a loop is created in Dotloop, update the company in Cloze and send a status update via Gmail
Ensure corporate records in Cloze match active Dotloop real estate transactions while keeping stakeholders informed through Gmail.
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Use Claude to summarize Dotloop loop details, create a Cloze note, and email the summary via Gmail
AI extracts key transaction details from Dotloop loops, logs them as notes in Cloze, and emails a clean summary using Gmail.
Supported triggers and actions for Cloze and Dotloop
Mix and match to build the exact automation you need
What can you automate with Cloze + Dotloop?
Streamline your real estate workflows by connecting relationship management with transaction execution.
🔄
Sync transactions and contacts automatically
Create a Dotloop loop whenever a project is updated in Cloze, or create a contact in Cloze when a new loop starts. Eliminate manual data entry between your workspace and transaction manager.
📋
Capture every transaction field
Map all available buyer, seller, and property details into your relationship manager instead of just basic names. Your database becomes a comprehensive source for review and follow-up.
🔔
Notify your team instantly
Alert agents and staff the moment a new real estate loop is created or updated. Ensure every stakeholder is aware of transaction milestones right away.
🔀
Route workflows based on submitted criteria
Trigger different actions depending on the property type, transaction stage, or client tier submitted in your loops and projects.
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Keep records continuously up to date
Automatically update company profiles, project stages, and contact details across both apps as deals progress toward closing.
🛡️
Prevent duplicate records
Update existing contacts and projects instead of creating unnecessary duplicates when dealing with repeat clients and ongoing transactions.
📊
Handle later status changes
Trigger follow-up tasks and update records when loops reach closing stages, get completed, or experience status shifts.
🔗
Extend flows to messaging and docs
Connect your core real estate pairing with Slack, Gmail, or DocuSign to notify teams, send agreements, and log communications effortlessly.
And much more...
Who is Cloze + Dotloop integration for?
Real estate professionals, transaction coordinators, and agents eliminate manual data entry and keep client relationship records perfectly synchronized with active property deals.
Brokerage owners and managers
Real estate transaction coordinators
Client success and support teams
High-volume real estate agents
Operations directors
Administrative assistants
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Brokerage owners and managers
You review transaction reports and client pipelines every week, but your records are always missing recent updates because agents update loops and CRM profiles by hand — with this integration, every new loop and contact syncs instantly and your pipeline numbers stay accurate.
⚡
Real estate transaction coordinators
You need to act fast when contracts are signed, but you find out about new buyer submissions hours too late — with this integration, every property loop triggers instant task creation and contact updates across your workspace.
🤝
Client success and support teams
You answer questions from buyers and sellers who expect you to know their exact deal status, but your communication history has gaps — with this integration, every interaction and transaction milestone is recorded automatically in your relationship manager.
🔄
High-volume real estate agents
The volume of new property listings and client inquiries is too high for anyone to keep up by hand, leading to missed follow-ups — with this integration, every lead and loop populates your database without manual data copying.
🏗️
Operations directors
You own the handoff between initial client meetings and formal contract execution, but depend on manual handoffs that frequently get delayed — with this integration, new projects in your relationship manager trigger property loops instantly.
📋
Administrative assistants
You need a reliable transaction history and client record, but keep finding missing entries and outdated contact fields — with this integration, every record update flows smoothly between your transaction manager and relationship database.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Cloze + Dotloop
Build and manage your Cloze + Dotloop automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Cloze + Dotloop with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Cloze to Dotloop?
You can connect Cloze to Dotloop in 1-click using ready automation templates or ask Integrately AI to build the custom workflow for you. Once connected, your loops, contacts, and projects sync automatically with apps like Gmail, Slack, and Google Calendar.
Can I automatically create a Dotloop loop when a project is updated in Cloze?
Can I connect Cloze, Dotloop, and Slack?
What is a good Zapier alternative for Cloze and Dotloop?
How does Cloze handle updates when a new Dotloop loop is created?
Can Dotloop triggers update company records in Cloze?
Do I need coding skills to automate Cloze and Dotloop?
Is the Cloze and Dotloop integration free?
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