ConvergeHub + Dotloop Integration

Integrate ConvergeHub to Dotloop in one click, or tell Integrately AI how you want each deal handled. Create contacts, manage real estate transactions, update your records, and close deals faster.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ConvergeHub
    Lead is created in ConvergeHub
  • ConvergeHub
    Account is created in ConvergeHub
  • ConvergeHub
    Target is created in ConvergeHub
  • ConvergeHub
    Contact is created in ConvergeHub
  • ConvergeHub
    Deal is created in ConvergeHub
  • ConvergeHub
    Task is created in ConvergeHub
  • ConvergeHub
    Event is created in ConvergeHub
  • Dotloop
    Loop is created in Dotloop
Arrow Right
2.
  • ConvergeHub
    Create lead in ConvergeHub
  • ConvergeHub
    Create contact in ConvergeHub
  • ConvergeHub
    Create deal in ConvergeHub
  • ConvergeHub
    Create target in ConvergeHub
  • ConvergeHub
    Create task in ConvergeHub
  • ConvergeHub
    Create account in ConvergeHub
  • ConvergeHub
    Create event in ConvergeHub
  • 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 ConvergeHub + Dotloop Integration

Create loops, add contacts, update deals, sync records, and collaborate with agents, all in just one click.

Most popular automationsmost-popular-automations
ConvergeHub + Dotloop Integration

Create Dotloop loop from new ConvergeHub contact

Anytime a new contact is created in your ConvergeHub, a new loop will automatically be created in your Dotloop. This ensures that all of your loop are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This ConvergeHub - 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.
See more
ConvergeHub + Dotloop Integration

Create Dotloop contact for new ConvergeHub contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

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 ConvergeHub - Dotloop integration, anytime a new ConvergeHub 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.
See more
  • 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 ConvergeHub + Dotloop flow

Send follow-up emails, update accounting records, and alert your team the moment a real estate transaction moves forward. Pick a combination and activate it in one click.

ConvergeHub
Dotloop
+
GmailGmail (4)
+
MailchimpMailchimp (3)
+
DocuSignDocuSign (3)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
CalendlyCalendly (3)
C
D
G
Create a Dotloop loop from every new ConvergeHub deal, and send the summary via Gmail
New ConvergeHub deals automatically generate a Dotloop loop while Gmail sends out the summary details instantly.
D
C
G
When a Dotloop loop is created, create a ConvergeHub contact and send a welcome email via Gmail
Every new Dotloop loop instantly creates a matching ConvergeHub contact and triggers a welcome email in Gmail.
C
D
G
If a ConvergeHub deal is created for commercial property, create a Dotloop loop and email the team via Gmail
Commercial deals in ConvergeHub automatically start a Dotloop loop and notify your team directly through Gmail.
D
C
G
Use Claude to summarise every new Dotloop loop, save the notes in ConvergeHub, and email them via Gmail
Claude summarises new Dotloop loops, stores the briefing in ConvergeHub, and emails the notes using Gmail.

Supported triggers and actions for ConvergeHub and Dotloop

Mix and match to build the exact automation you need

ConvergeHub
ConvergeHub Triggers & Actions
Lead is created in ConvergeHub
Triggers the automation when a new lead is created
Try it →
Account is created in ConvergeHub
Triggers the automation when a new account is created
Try it →
Target is created in ConvergeHub
Triggers the automation when a target is created
Try it →
Contact is created in ConvergeHub
Triggers the automation when a new contact is created
Try it →
Deal is created in ConvergeHub
Triggers the automation when a deal is created
Try it →
Task is created in ConvergeHub
Triggers the automation when a new task is created
Try it →
Event is created in ConvergeHub
Triggers the automation when a new event is created
Try it →
Create lead in ConvergeHub
Generates new leads for potential customers
Try it →
Create contact in ConvergeHub
Adds a new contact to the database
Try it →
Create deal in ConvergeHub
Generates a new deal with
Try it →
Create target in ConvergeHub
Generates a new target for tracking purposes
Try it →
Create task in ConvergeHub
Creates a new task
Try it →
Create account in ConvergeHub
Generates a new account
Try it →
Create event in ConvergeHub
Adds a new contact to the contact list
Try it →
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 ConvergeHub + Dotloop?

Streamline your real estate operations by connecting ConvergeHub and Dotloop to eliminate duplicate data entry and manual coordination.

What you can automate?
🔄
Sync new deals into active transaction loops
Automatically generate a Dotloop loop the moment a new deal is created in ConvergeHub. Ensure your paperwork starts immediately without manual handoffs.
📝
Capture every submitted client field
Map all available contact and property details from ConvergeHub straight into Dotloop fields. Your transaction files remain complete and accurate.
🔔
Alert your team instantly on messaging apps
Send real-time notifications to your sales and transaction channels whenever a new loop or deal is established. Keep everyone informed without delay.
🔀
Route deals based on property criteria
Apply conditional rules so commercial and residential deals trigger specific workflows and notifications. Direct work to the right specialist automatically.
🔄
Keep records updated across platforms
Ensure changes made to contacts or deal stages in ConvergeHub reflect accurately in Dotloop. Eliminate discrepancies between your CRM and transaction manager.
🛡️
Prevent duplicate records and entries
Check existing databases before creating new loops or contacts, ensuring your accounts remain clean and well-organized.
📊
Handle later transaction status changes
Update your pipeline when deals are won, lost, or closed in Dotloop, triggering downstream tasks and notifications automatically.
🔌
Extend your workflow to external apps
Connect your core ConvergeHub and Dotloop process with email, document signing, or accounting tools for a complete end-to-end operation.
And much more...

Who is ConvergeHub + Dotloop integration for?

Real estate professionals, transaction coordinators, and sales teams use this integration to eliminate manual data entry and streamline client onboarding across platforms.

Real estate sales managers
Real estate sales managers
Transaction coordinators
Transaction coordinators
Brokerage owners
Brokerage owners
Real estate agents
Real estate agents
CRM administrators
CRM administrators
Compliance officers
Compliance officers
📈
Real estate sales managers
You track deal metrics in ConvergeHub but your closing reports lag behind because someone manually exports transaction data from Dotloop, so the pipeline numbers you review are always outdated — with this integration, every new deal and loop syncs instantly and your performance metrics stay current.
Transaction coordinators
You need to initiate document signing the moment a client commits in ConvergeHub, but manual loop creation slows down your response time — with this integration, every new deal creates a Dotloop loop automatically and your onboarding speed increases.
🤝
Brokerage owners
You answer to partners and agents who expect real-time visibility into active property files, but mismatched records create constant communication delays — with this integration, every transaction record updates across platforms without manual intervention.
👥
Real estate agents
The volume of inbound buyer leads is too high for anyone to keep CRM records and transaction folders updated by hand, leading to missed follow-ups — with this integration, contact creation and loop management happen seamlessly in the background.
⚙️
CRM administrators
You own the sales pipeline in ConvergeHub and depend on upstream teams to hand over clean client data, but manual entry introduces errors — with this integration, data flows directly from deals to loops with absolute consistency.
📋
Compliance officers
You need a reliable audit history of every real estate transaction, but fragmented systems leave noticeable gaps in your client records — with this integration, every contact and deal is logged accurately across your entire software stack.
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 ConvergeHub + Dotloop

Build and manage your ConvergeHub + 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 ConvergeHub + 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect ConvergeHub to Dotloop?
Frequently Asked Questions
You can connect ConvergeHub to Dotloop in 1 click using ready templates on Integrately, or ask Integrately AI to build your custom workflow alongside tools like Gmail, Slack, and DocuSign.
Can I automatically create a Dotloop loop when a new ConvergeHub deal is added?
Frequently Asked Questions
Can I connect ConvergeHub, Dotloop, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ConvergeHub and Dotloop?
Frequently Asked Questions
How are contacts synced between ConvergeHub and Dotloop?
Frequently Asked Questions
Can I trigger tasks in ConvergeHub from Dotloop loop events?
Frequently Asked Questions
Do I need coding skills to automate ConvergeHub and Dotloop?
Frequently Asked Questions
Is the ConvergeHub 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 ConvergeHub or Dotloop With 1500+ Other Apps

ConvergeHub
Popular ConvergeHub Integrations
Connect ConvergeHub to CRM, email marketing, and helpdesk tools to manage leads and customer relationships effectively.
Dotloop
Popular Dotloop Integrations
Sync Dotloop with document management, e-signature, and cloud storage tools to streamline real estate closings.
See All
Dotloop Integrations arrow right
No popular apps found