Cobot + Dotloop Integration

Connect Cobot to Dotloop - Automate your workflows in 1-click

Leverage Cobot automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Make use of Dotloop automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Cobot + Dotloop integration.
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Ready Workflows For Cobot + Dotloop Integration

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Cobot + Dotloop Integration

Create Dotloop loop for new Cobot event

In your business, you may need to track when someone is invited to an event. You can do this by creating a loop in Dotloop.

But manually creating a loop can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Cobot, it will trigger a corresponding loop creation in Dotloop.

This makes it easy to keep track of all the interactions that person has with your company. By using loop, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Cobot + Dotloop Integration
1.
  • Cobot
    Booking is made in Cobot

    Triggers the automation when a booking is made

    Instant
  • Cobot
    Invoice is created in Cobot

    Triggers the automation when any invoice is added or modified

    Instant
  • Cobot
    Membership is created in Cobot

    Triggers the automation when a new membership is created

    Instant
  • Cobot
    Membership is confirmed in Cobot

    Triggers the automation when a membership is confirmed

    Instant
  • Cobot
    Membership is canceled in Cobot

    Triggers the automation when a membership is canceled

    Instant
  • Cobot
    Membership is uncanceled in Cobot

    Triggers the automation when a previously canceled membership has been resumed

    Instant
  • Cobot
    Membership is reactivated in Cobot

    Triggers the automation when a membership is reactivated

    Instant
  • Cobot
    Membership cancellation date is reached in Cobot

    Triggers the automation when the membership reaches its expiration date

    Instant
  • Cobot
    Membership plan is changed in Cobot

    Triggers the automation when a membership plan is updated

    Instant
  • Cobot
    Membership is deleted in Cobot

    Triggers the automation when a membership is deleted

    Instant
  • Cobot
    User is connected to membership in Cobot

    Triggers the automation when a user is connected to a membership

    Instant
  • Dotloop
    Loop is created in Dotloop

    Triggers the automation when a new loop has been set up

2.
  • Dotloop
    Create loop in Dotloop

    Creates a new loop

  • Dotloop
    Create contact in Dotloop

    Adds a new contact to the database

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Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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