Dotloop + FormKeep Integration

Integrate Dotloop to FormKeep in one click, or tell Integrately AI how you want each submission handled. Create loops and contacts, update your real estate workflows, and keep transactions moving automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Dotloop
    Loop is created in Dotloop
  • FormKeep
    Form is submitted in FormKeep Instant
Arrow Right
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop

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Ready Workflows Ready Workflows for Dotloop + FormKeep Integration

Capture submissions, create new loops, add contacts, and streamline real estate deals, all in just one click.

Most popular automationsmost-popular-automations
FormKeep + Dotloop Integration

Create Dotloop loop for new FormKeep submission

Integrating your Dotloop with your FormKeep, can help you automatically create new loops based on submissions 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 FormKeep - 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.
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FormKeep + Dotloop Integration

Create Dotloop contact for new FormKeep submission

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

Plus, all of the information from the FormKeep is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a FormKeep - Dotloop integration set up makes it easy to manage your customer relationships and grow your business.
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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 Dotloop + FormKeep flow

Sync your form submissions and real estate loops with CRM platforms, messaging channels, and document tools to keep your entire team aligned. Pick a combination and activate it in one click.

Dotloop
FormKeep
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WordPressWordPress (4)
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MailchimpMailchimp (4)
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SalesforceSalesforce (4)
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Google DriveGoogle Drive (4)
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DocuSignDocuSign (4)
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SlackSlack (4)
F
D
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When a form is submitted in FormKeep, create a contact in Dotloop, and create a post in WordPress.
Every FormKeep submission instantly creates a Dotloop contact and publishes a WordPress post, keeping your public site updated without manual work.
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F
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When a loop is created in Dotloop, create a form entry in FormKeep, and update a page in WordPress.
New Dotloop loops update your WordPress pages and sync back to FormKeep, ensuring all your platforms reflect active deals.
F
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If a FormKeep submission indicates a new buyer, create a Dotloop loop and publish a custom WordPress page.
Targeted form entries automatically generate Dotloop loops and publish dedicated WordPress pages for client review.
F
D
W
Use Claude to summarise every FormKeep submission, create a Dotloop loop, and update your WordPress site.
AI analyses FormKeep entries before generating Dotloop loops and updating WordPress content automatically.

Supported triggers and actions for Dotloop and FormKeep

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
Try it →
Create contact in Dotloop
Adds a new contact to the database
Try it →
FormKeep
FormKeep Triggers & Actions
Instant
Form is submitted in FormKeep
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Dotloop + FormKeep?

Streamline your real estate operations by connecting form submissions directly to your transaction management loops.

What you can automate?
🔄
Create loops from form submissions instantly
Turn every FormKeep form entry into a new Dotloop loop the moment it is received. Eliminate manual copy-pasting and start client onboarding without delay.
📝
Capture every submitted form field
Map all available FormKeep answers into your Dotloop contact fields and loop notes. Ensure no property preferences or contact details get left behind.
🔔
Alert your team the moment leads arrive
Notify your agents or transaction coordinators immediately when a new form is submitted and a loop is created. Keep your entire team responsive and aligned.
🔀
Route submissions based on property type
Send residential inquiries to one Dotloop workflow and commercial inquiries to another based on fields submitted in FormKeep. Tailor your process automatically.
📊
Keep transaction records synchronized
Update existing Dotloop loops and contact information whenever corresponding form entries are modified or updated in FormKeep. Maintain a single source of truth.
👥
Create contacts without duplicate records
Check existing database records before creating new Dotloop contacts from FormKeep submissions. Keep your transaction workspace clean and organized.
📅
Handle later transaction status changes
Trigger follow-up tasks and update loop stages when transactions move through closing milestones. Keep your pipeline accurate from start to finish.
💬
Extend your workflow to Slack and CRM tools
Push form data and Dotloop loop updates into Slack channels, Google Drive folders, or Salesforce leads in a single multi-step automation.
And much more...

Who is Dotloop + FormKeep integration for?

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

Real estate analysts
Real estate analysts
Real estate agents
Real estate agents
Brokerage owners
Brokerage owners
High-volume real estate teams
High-volume real estate teams
Transaction coordinators
Transaction coordinators
Compliance officers
Compliance officers
📈
Real estate analysts
You're reviewing pipeline metrics across multiple systems but your transaction reports only update when someone manually exports form data, so the loop counts you're analyzing against are always a few hours behind — this integration means every new submission lands in your workspace instantly and your numbers stay current.
Real estate agents
You need to act fast when a buyer submits an inquiry, and you find out too late because form notifications get buried in your inbox — automating both apps means every inquiry creates a loop immediately and your follow-up happens without delay.
🏛️
Brokerage owners
You answer to clients and partners who want to see transaction progress, but tracking down paperwork across separate tools creates frustrating delays — connecting these apps means every form entry and loop update flows effortlessly into your reporting stack.
🏢
High-volume real estate teams
The volume of inbound buyer inquiries is too high for anyone to keep up by hand, leading to missed loops and dropped client communications — with this integration, every submission generates a record automatically and your workflow handles the heavy lifting.
📋
Transaction coordinators
You own the closing steps and depend on agents to hand over form data before you can start paperwork, causing constant bottlenecks — automating both apps means every submitted form triggers your loop creation instantly and handoffs happen without friction.
🗂️
Compliance officers
You need a reliable audit history of all client submissions and loop creations, but manual record-keeping keeps leaving gaps in your files — this integration means every transaction event is logged accurately and your compliance records remain complete.
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 + FormKeep

Build and manage your Dotloop + FormKeep 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 + FormKeep 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
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Dotloop to FormKeep?
Frequently Asked Questions
You can connect Dotloop to FormKeep in one click using Integrately. Choose from ready-made workflows or ask Integrately AI to build your automation and map the fields. You can also connect WordPress, Mailchimp, Salesforce, and 1,500+ other apps.
Can I automatically create a Dotloop loop when a form is submitted in FormKeep?
Frequently Asked Questions
Can I connect Dotloop, FormKeep, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dotloop and FormKeep?
Frequently Asked Questions
How does Dotloop handle contact creation from form submissions?
Frequently Asked Questions
Can FormKeep submissions update existing records in Dotloop?
Frequently Asked Questions
Do I need coding skills to automate Dotloop and FormKeep?
Frequently Asked Questions
Is the Dotloop and FormKeep integration free?
Frequently Asked Questions
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You Can Also Connect Dotloop or FormKeep With 1500+ Other Apps

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FormKeep
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