Dotloop + Evidence Integration

Integrate Dotloop to Evidence in one click, or tell Integrately AI how you want each loop handled. Display recent transactions as social proof on your site, build trust with prospective buyers, and boost overall sales automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Dotloop
    Loop is created in Dotloop
Arrow Right
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • Evidence
    Create evidence notification in Evidence

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Ready WorkflowsReady Workflows   for Dotloop + Evidence Integration

Display transactions as notifications, create contact records, sync new deals, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Dotloop + Evidence flow

Real estate teams often need to sync new loops to a CRM, alert agents on messaging apps, and schedule client check-ins after a deal starts. Pick a combination and activate it in one click.

Dotloop
Evidence
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HubSpotHubSpot (4)
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GmailGmail (4)
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DocuSignDocuSign (4)
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SalesforceSalesforce (4)
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SlackSlack (4)
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CalendlyCalendly (4)
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Create an Evidence notification and a HubSpot contact whenever a new loop is created in Dotloop
New Dotloop loops instantly trigger an Evidence notification and create a corresponding contact in HubSpot, eliminating manual entry.
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Create an Evidence notification and a HubSpot deal whenever a new loop is created in Dotloop
Every new Dotloop loop triggers an Evidence notification and opens a new deal in HubSpot for your sales pipeline.
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Use Claude to review new Dotloop loops, create an Evidence notification, and create a HubSpot contact
Claude evaluates new Dotloop loops before creating an Evidence notification and a HubSpot contact for qualified transactions.
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When a new loop is created in Dotloop, create an Evidence notification, create a HubSpot contact, and send a message in Slack
New Dotloop loops generate an Evidence notification, create a HubSpot contact, and announce the deal in Slack.

Supported triggers and actions for Dotloop and Evidence

Mix and match to build the exact automation you need

Dotloop
Dotloop Triggers & Actions
Loop is created in Dotloop
Triggers the automation when a new loop has been set up
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Create loop in Dotloop
Creates a new loop
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Create contact in Dotloop
Adds a new contact to the database
Try it →
Evidence
Evidence Triggers & Actions
No trigger is available
Create evidence notification in Evidence
Creates a notification for newly generated evidence
Try it →

What can you automate with Dotloop + Evidence?

Turn your real estate transactions into live social proof and streamline your downstream workflows instantly.

What you can automate?
🚀
Create Evidence notifications from new Dotloop loops
Instantly display recent real estate transactions as social proof notifications on your website the moment a loop is created in Dotloop.
📝
Capture every submitted loop field
Map available Dotloop transaction details and client names into your downstream notification and CRM platforms instead of basic summaries.
🔔
Tell the right team member immediately
Send instant alerts to agents and managers via email or chat as soon as a new real estate transaction loop is established.
🔀
Route transactions based on property type
Trigger different notification feeds and CRM tasks depending on whether the submitted Dotloop loop is residential or commercial.
🔄
Keep downstream records fully up to date
Ensure your CRM, email tools, and document platforms reflect current transaction data whenever new loops are opened.
👥
Add or update records without creating duplicates
Automatically check existing contact and deal databases before creating new entries from incoming Dotloop loops.
⏱️
Handle subsequent transaction stages
Trigger follow-up actions and notification updates when deals move through closing milestones and contract statuses.
💬
Extend flows to Slack for team visibility
Connect your Dotloop and Evidence core workflow directly to Slack to announce every new deal in your team channel.
And much more...

Who is Dotloop + Evidence integration for?

Real estate professionals, transaction managers, and marketing teams connect Dotloop and Evidence to showcase live deal activity and keep operations synchronized.

Real estate marketing directors
Real estate marketing directors
Transaction coordinators
Transaction coordinators
Brokerage owners
Brokerage owners
High-volume sales teams
High-volume sales teams
Closing managers
Closing managers
Compliance officers
Compliance officers
📈
Real estate marketing directors
You review transaction metrics and conversion rates weekly, but your social proof widgets only update when someone manually exports loop data, so the recent buyer activity displayed on your site is always outdated — automating both apps means every new Dotloop loop instantly creates an Evidence notification and keeps your marketing data current.
Transaction coordinators
You need to act fast on new property files and notify stakeholders immediately, but delays in spotting new paperwork mean follow-ups happen hours too late — integrating these apps means every new loop triggers instant social proof notifications and team alerts so transaction momentum never stalls.
🤝
Brokerage owners
You answer to investors and senior partners who want to see live deal velocity and site engagement, but compiling manual reports leaves gaps in your growth metrics — this integration means live transaction activity from Dotloop flows directly into Evidence notifications to showcase real-time business growth.
📊
High-volume sales teams
You manage dozens of incoming buyer and seller files every day, but the sheer volume makes it impossible to manually update your website's social proof feeds without missing loops — automating both apps means every transaction generates an Evidence notification automatically without manual effort.
🔗
Closing managers
You own the post-contract phase and depend on upstream agents to hand over complete files, but missing handoffs leave your CRM and notification systems out of sync — connecting these apps means every new Dotloop loop triggers immediate CRM records and Evidence notifications for seamless handoffs.
📋
Compliance officers
You need a reliable audit history of every transaction milestone, but manual tracking leaves gaps and inconsistent records across your systems — automating both apps means every loop creation is logged and broadcast accurately without missing closing details.
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 Dotloop + Evidence

Build and manage your Dotloop + Evidence automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Dotloop + Evidence 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
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2
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Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Dotloop to Evidence?
Frequently Asked Questions
Connecting Dotloop to Evidence is simple with 1-click automation setup on Integrately. You can select a ready workflow or ask Integrately AI to build the integration for you. Once connected, your Dotloop loops will instantly trigger social proof notifications in Evidence alongside tools like HubSpot, Slack, and Gmail.
Can I automatically create Evidence notifications when a new Dotloop loop is created?
Frequently Asked Questions
Can I connect Dotloop, Evidence, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Dotloop and Evidence?
Frequently Asked Questions
How does Dotloop handle loop creation data during automation?
Frequently Asked Questions
Can Evidence display custom notifications from real estate transactions?
Frequently Asked Questions
Can I build custom Dotloop and Evidence workflows without coding?
Frequently Asked Questions
Is the Dotloop and Evidence integration free?
Frequently Asked Questions
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