Clust + Dotloop Integration

Integrate Clust to Dotloop in one click, or tell Integrately AI how you want each application handled. Create loops, sync contacts, manage dossier updates, and close real estate transactions automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clust
    Item document is uploaded in Clust Instant
  • Clust
    Item econtract is signed in Clust Instant
  • Clust
    Application is submitted in Clust Instant
  • Clust
    Application stage is changed in Clust Instant
  • Clust
    Application is created in Clust Instant
  • Clust
    Item is approved in Clust Instant
  • Clust
    Application is closed in Clust Instant
  • Clust
    Item task is completed in Clust Instant
  • Clust
    Item form is completed in Clust Instant
  • Clust
    Item payment is received in Clust Instant
  • Dotloop
    Loop is created in Dotloop
Arrow Right
2.
  • Clust
    Search dossier item by ID in Clust
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop

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Ready WorkflowsReady Workflows   for Clust + Dotloop Integration

Create loops from submitted applications, add new contacts, update dossier stages, track document approvals, and sync real estate transactions, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 Clust + Dotloop flow

Connect essential document, communication, and scheduling tools to extend your Clust and Dotloop workflows. Pick a combination and activate it in one click.

Clust
Dotloop
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
DocuSignDocuSign (3)
+
CalendlyCalendly (3)
+
QuickBooks OnlineQuickBooks Online (3)
C
D
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Create a Dotloop loop when an application is submitted in Clust, and save the document in Google Drive
Submitted Clust applications instantly create a Dotloop loop while uploading the candidate document to Google Drive, removing manual file sorting.
C
D
G
When an econtract is signed in Clust, create a Dotloop contact and back up the file in Google Drive
Signed Clust econtracts automatically establish a new Dotloop contact and store a secure copy in Google Drive.
C
D
G
When a Clust application stage is changed, update Google Drive folders and create a Dotloop loop
Stage updates in Clust trigger Google Drive folder updates and set up a new Dotloop loop for active deals.
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D
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When a Clust item form is completed, create a Dotloop contact and save the form submission in Google Drive
Completed Clust form data populates a new Dotloop contact and archives the submission details in Google Drive.

Supported triggers and actions for Clust and Dotloop

Mix and match to build the exact automation you need

Clust
Clust Triggers & Actions
Instant
Item document is uploaded in Clust
Triggers the automation when a document is uploaded to a location
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Instant
Item econtract is signed in Clust
Triggers the automation when an e-contract is signed
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Instant
Application is submitted in Clust
Triggers the automation when a new application is submitted
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Instant
Application stage is changed in Clust
Triggers the automation when a condition is met
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Instant
Application is created in Clust
Triggers the automation when a new application is created
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Instant
Item is approved in Clust
Triggers the automation when an item is approved
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Instant
Application is closed in Clust
Triggers the automation when any application is closed
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Instant
Item task is completed in Clust
Triggers the automation when any item task is completed
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Instant
Item form is completed in Clust
Triggers the automation when a form is completed
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Instant
Item payment is received in Clust
Triggers the automation when payment for an item is received
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Search dossier item by ID in Clust
Retrieves a dossier item using its unique id
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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
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What can you automate with Clust + Dotloop?

Streamline your candidate intake and real estate transactions with powerful, reliable workflows.

What you can automate?
🔄
Create Dotloop loops from Clust applications
Automatically open a new loop in Dotloop the moment an application is submitted in Clust. Eliminate manual data transfer between your intake portal and transaction management system.
📝
Capture every submitted form field
Map all available applicant responses from Clust into your Dotloop records instead of just basic contact info. Ensure your transaction database holds comprehensive client backgrounds.
🔔
Alert your team instantly on key events
Notify your agents or transaction coordinators the second an econtract is signed or an application stage changes. Keep everyone aligned without chasing updates.
🔀
Route records based on submitted criteria
Trigger different actions in Dotloop depending on specific applicant tiers or form selections submitted in Clust. Direct high-value deals to specialized team members automatically.
📁
Keep transaction records synchronized
Update existing Dotloop loops and contacts whenever candidate dossiers change or documents are approved in Clust. Prevent outdated records from cluttering your workspace.
🔍
Search and update without duplicates
Check for existing records before creating new entries, ensuring your Dotloop contacts and loops remain clean and deduplicated.
💳
Handle payment and financial milestones
Trigger workflow updates in Dotloop whenever item payments are received or financial tasks are completed in Clust. Keep administrative records accurate and timely.
🚀
Extend your workflow to Google Drive
Automatically connect your Clust and Dotloop flow with Google Drive to back up candidate documents and econtracts in secure cloud folders.
And much more...

Who is Clust + Dotloop integration for?

Real estate hiring managers, transaction coordinators, and agency owners streamline candidate intake and property deal management, turning manual data entry into instant automated workflows.

Real estate operations directors
Real estate operations directors
Transaction coordinators
Transaction coordinators
Agency owners
Agency owners
Talent acquisition specialists
Talent acquisition specialists
Real estate agents
Real estate agents
Compliance officers
Compliance officers
📈
Real estate operations directors
You review weekly application metrics and pipeline reports but your records are delayed because staff manually export submissions between systems, so the volume counts you analyse are always outdated — this integration means every new application populates your transaction workspace instantly and your metrics stay current.
Transaction coordinators
You need to initiate property loops immediately when candidates apply, but finding out about new submissions hours later causes scheduling bottlenecks — automating both apps means every submitted application creates a Dotloop loop instantly so you can begin managing documents right away.
🤝
Agency owners
You answer to clients who expect rapid property deal setup and transparent progress tracking, but manual handoffs between application portals and transaction rooms slow down your service — connecting these apps means client submissions translate into active loops without administrative delays.
📊
Talent acquisition specialists
You process high volumes of job and candidate submissions every day, but keeping up with manual CRM entries leads to missed contacts and lost client details — with this integration, every application automatically establishes a contact and loop without manual data entry.
🏠
Real estate agents
You own the client relationship after initial intake and depend on upstream staff to hand over paperwork, but missing files leave you unprepared for client meetings — this integration means all client documents and loops are ready the moment an application is approved.
🗂️
Compliance officers
You need a reliable, uncompromised audit trail for every real estate transaction and candidate dossier, but manual logging frequently leaves gaps in your archive — automating both apps means every stage change and document upload is recorded precisely where it belongs.
Our team

Ready Workflows 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 Clust + Dotloop

Build and manage your Clust + 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 Clust + 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 Clust to Dotloop?
Frequently Asked Questions
You can connect Clust to Dotloop in 1 click using ready templates or ask Integrately AI to build the automation for you. Integrate seamlessly with tools like Google Drive, Gmail, Slack, and 1,500+ other apps.
Can I automatically create a Dotloop loop when an application is submitted in Clust?
Frequently Asked Questions
Can I connect Clust, Dotloop, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clust and Dotloop?
Frequently Asked Questions
How does Clust handle applicant data during integration?
Frequently Asked Questions
Can I sync Dotloop contacts automatically from Clust events?
Frequently Asked Questions
Do I need coding skills to automate Clust and Dotloop?
Frequently Asked Questions
Is the Clust and Dotloop integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Clust or Dotloop With 1500+ Other Apps

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