Deskera + Dotloop Integration

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

Set up Deskera automations to simplify your bookkeeping, improve cash flow, track all your finances & transactions in one place, and get better financial insights. 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 Deskera + Dotloop integration.
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Deskera + Dotloop Integration

Create Dotloop loop from new Deskera contact

Anytime a new contact is created in your Deskera, 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 Deskera - 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.
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Deskera + Dotloop Integration

Create Dotloop contact for new Deskera 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 Deskera - Dotloop integration, anytime a new Deskera 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.
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Deskera + Dotloop Integration
1.
  • Deskera
    Contact is created in Deskera

    Triggers the automation whenever a new contact is created

  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera

    Triggers the automation whenever a new contact is created in CRM+

    Instant
  • Deskera
    Product is created in Deskera

    Triggers the automation whenever a new product is created

  • Deskera
    Sales invoice is created in Deskera

    Triggers the automation whenever a sales invoice is created

  • Deskera
    Deal is created in CRM+ in Deskera

    Triggers the automation whenever a deal is created in CRM

    Instant
  • Deskera
    Payment entry is created in Deskera

    Triggers the automation whenever a payment entry is created

  • Dotloop
    Loop is created in Dotloop

    Triggers the automation whenever a new loop has been set up

2.
  • Deskera
    Search invoice in Deskera

    Automatically searches for an invoice

  • Deskera
    Create payment entry in Deskera

    Automatically creates a new payment entry

  • Deskera
    Create contact in Deskera

    Automatically adds a new contact to the database

  • Deskera
    Create sales invoice in Deskera

    Automatically generates a new sales invoice with pre-filled details

  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera

    Automatically finds and retrieves contact information

  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera

    Automatically adds a new contact to the CRM contact list

  • Deskera
    Search product in Deskera

    Automatically searches for a product

  • Deskera
    Create product in Deskera

    Automatically generates and launch new products

  • Deskera
    Create account in Deskera

    Automatically generates a new account

  • Deskera
    Search account in Deskera

    Automatically searches for account information

  • Deskera
    Create quotation in Deskera

    Automatically generates a new quotation with predefined details

  • Deskera
    Update contact in Deskera

    Automatically updates contact information with new details

  • Dotloop
    Create loop in Dotloop

    Automatically creates a new loop

  • Dotloop
    Create contact in Dotloop

    Automatically adds a new contact to the database

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