Cognito Forms + Dotloop Integration

Integrate Cognito Forms to Dotloop in one click, or tell Integrately AI how you want each entry handled. Capture real estate leads, create new loops, add contacts, and streamline transactions automatically.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cognito Forms
    Entry is created in Cognito Forms Instant
  • Cognito Forms
    Entry is updated in Cognito Forms Instant
  • Dotloop
    Loop is created in Dotloop
Arrow Right
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Cognito Forms + Dotloop Integration

Capture new submissions, create loops, add contacts, update records, and streamline transaction workflows, all in just one click.

Most popular automationsmost-popular-automations
Cognito Forms + Dotloop Integration

Create Dotloop loop for new Cognito Forms entry

Integrating your Dotloop with your Cognito Forms, can help you automatically create new loops based on entrys recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Cognito Forms - Dotloop integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
See more
Activate
Cognito Forms + Dotloop Integration

Create Dotloop contact for new Cognito Forms entry

When someone completes your Cognito Forms, a new contact is automatically created in your Dotloop. This way, you can quickly follow up with the entry and turn them into a customer!

Plus, all of the information from the Cognito Forms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Cognito Forms - Dotloop integration set up makes it easy to manage your customer relationships and grow your business.
See more
Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Cognito Forms + Dotloop flow

Keep documents organized, notify agents of new deals, and send client agreements. Pick a combination and activate it in one click.

Cognito Forms
Dotloop
+
Google SheetsGoogle Sheets (3)
+
PandaDocPandaDoc (3)
+
DocuSignDocuSign (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
C
D
G
Create a Dotloop loop from every new Cognito Forms entry, and log the submission in Google Sheets
New Cognito Forms entries instantly create a Dotloop loop and log details in Google Sheets, eliminating manual data entry.
C
G
D
When a Cognito Forms entry is updated, update the matching Google Sheets row and create a contact in Dotloop
Updated form entries refresh your Google Sheets tracker and add the contact to Dotloop automatically.
C
D
G
Log every new Dotloop loop created from a Cognito Forms entry in Google Sheets, and create a contact
Track every transaction loop generated from form submissions directly in your Google Sheets tracker.

Supported triggers and actions for Cognito Forms and Dotloop

Mix and match to build the exact automation you need

Cognito Forms
Cognito Forms Triggers & Actions
Instant
Entry is created in Cognito Forms
Triggers the automation when a new entry is created
Try it →
Instant
Entry is updated in Cognito Forms
Triggers the automation when any entry is updated
Try it →
No action is available
Dotloop
Dotloop Triggers & Actions
Loop is created in Dotloop
Triggers the automation when a new loop has been set up
Try it →
Create loop in Dotloop
Creates a new loop
Try it →
Create contact in Dotloop
Adds a new contact to the database
Try it →

What can you automate with Cognito Forms + Dotloop?

Streamline your real estate operations by connecting Cognito Forms submissions directly to your Dotloop workspace.

What you can automate?
🏠
Create Dotloop loops from form submissions
Automatically generate a new loop in Dotloop the moment a client or lead submits your Cognito Forms custom form.
📝
Capture every submitted form field
Map every custom question and property detail from your Cognito Forms entry directly into your Dotloop workspace without manual copying.
🔔
Alert your team instantly
Notify agents and coordinators the second a new real estate transaction loop is created from a form entry.
🔀
Route submissions based on form answers
Trigger different actions in Dotloop depending on whether the submitted form specifies buying, selling, or leasing.
🔄
Keep contact records up to date
Automatically update existing Dotloop contacts whenever a client submits a revised entry in Cognito Forms.
👤
Create contacts without duplicates
Check for existing records and create a new Dotloop contact only when a unique Cognito Forms submission arrives.
📋
Handle transaction status updates
Manage post-submission updates and stage changes across your real estate workflows seamlessly.
📊
Extend workflows with Google Sheets
Automatically log every Cognito Forms entry and Dotloop loop creation into a Google Sheets tracker for reporting.
And much more...

Who is Cognito Forms + Dotloop integration for?

Connecting Cognito Forms and Dotloop eliminates manual data entry for real estate professionals, keeping transaction data accurate and accessible across teams.

Real estate brokers and analysts
Real estate brokers and analysts
Agent coordinators
Agent coordinators
Transaction managers
Transaction managers
High-volume real estate teams
High-volume real estate teams
Sales agents
Sales agents
Compliance officers
Compliance officers
📈
Real estate brokers and analysts
You report on this and decide from it, but the numbers are always stale because agents manually copy form submissions into tracking sheets — with this integration, every new entry updates your systems instantly and your data stays current.
⚡
Agent coordinators
You need to act fast when new buyer enquiries arrive, and you find out too late after forms sit unread in your inbox — automating both apps means every submission triggers a Dotloop loop immediately so you never miss a beat.
🤝
Transaction managers
You answer to a client or an outside party who wants to see progress on their property file, but updates take hours of manual checking — this integration means every form response flows straight into Dotloop to keep all parties informed.
📊
High-volume real estate teams
The volume of open house registrations is too high for anyone to keep up by hand, leading to missed client records — connecting these apps means every form entry creates a Dotloop loop and contact without manual effort.
💼
Sales agents
You own the next step in the closing process and depend on someone upstream to hand over client details from web forms — with this integration, client data reaches Dotloop the second the form is submitted.
🗂️
Compliance officers
You need a reliable history of all client submissions and keep finding gaps in your transaction records due to manual entry errors — automating both apps means every form entry and loop creation is logged accurately every time.
Try This Integration – No Code Neededarrow right
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 Cognito Forms + Dotloop

Build and manage your Cognito Forms + 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 Cognito Forms + 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect Cognito Forms + Dotloop Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Cognito Forms + Dotloop Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Cognito Forms to Dotloop?
Frequently Asked Questions
You can connect Cognito Forms to Dotloop in one click using ready-made templates on Integrately. With support for Google Sheets, Slack, Gmail, and 1,500+ other apps, you can easily set up automated workflows or ask Integrately AI to build them for you.
Can I automatically create a Dotloop loop when a client submits a Cognito Forms entry?
Frequently Asked Questions
Can I connect Cognito Forms, Dotloop, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Cognito Forms and Dotloop?
Frequently Asked Questions
How does Cognito Forms handle form submission data during automation?
Frequently Asked Questions
Can Dotloop automatically create contacts from new entries?
Frequently Asked Questions
Do I need coding skills to automate Cognito Forms and Dotloop workflows?
Frequently Asked Questions
Is the Cognito Forms 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 Cognito Forms or Dotloop With 1500+ Other Apps

Cognito Forms
Popular Cognito Forms Integrations
Connect Cognito Forms to CRMs, email marketing tools, and payment gateways to capture and nurture leads.
See All
Cognito Forms Integrations arrow right
No popular apps found
Dotloop
Popular Dotloop Integrations
Sync Dotloop with document storage, calendar, and task management tools to keep real estate deals moving.
See All
Dotloop Integrations arrow right
No popular apps found