Desku.io + Dotloop Integration

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Popular Desku.io + Dotloop Workflows

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Dotloop + Desku.io Integration

Create Desku.io ticket for new Dotloop loop

Dotloop is a great tool for managing customer relationships. However, when an loop is created in Dotloop, it can be difficult to track the progress of that loop and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Desku.io whenever an loop is created in Dotloop. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the loop.
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Desku.io + Dotloop Integration

Create Dotloop contact from new Desku.io ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Dotloop. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Dotloop integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Dotloop.

This makes it easy to keep track of your support tickets and contacts in one place.
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Desku.io + Dotloop Integration
1.
  • Desku.io
    New ticket is created in Desku.io Instant
  • Desku.io
    Ticket tag changed in Desku.io Instant
  • Desku.io
    Ticket priority changed in Desku.io Instant
  • Desku.io
    Ticket agent is changed in Desku.io Instant
  • Desku.io
    Ticket status is changed in Desku.io Instant
  • Desku.io
    Customer is added or updated in Desku.io Instant
  • Desku.io
    New customer is added in Desku.io Instant
  • Desku.io
    Customer is updated in Desku.io Instant
  • Dotloop
    Loop is created in Dotloop
2.
  • Desku.io
    Create new ticket in Desku.io
  • Desku.io
    Create new customer in Desku.io
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
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