Dotloop + Halopsa Integration

Connect Dotloop to Halopsa in 1 click

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1.
  • Dotloop
    Loop is created in Dotloop
  • Halopsa
    CRM note is created in Halopsa Instant
  • Halopsa
    Site note is deleted in Halopsa Instant
  • Halopsa
    Site note is updated in Halopsa Instant
  • Halopsa
    Site note is created in Halopsa Instant
  • Halopsa
    CRM note is deleted in Halopsa Instant
  • Halopsa
    CRM note is updated in Halopsa Instant
  • Halopsa
    Customer is deleted in Halopsa Instant
  • Halopsa
    Customer is updated in Halopsa Instant
  • Halopsa
    Customer is created in Halopsa Instant
  • Halopsa
    Site is deleted in Halopsa Instant
  • Halopsa
    Site is updated in Halopsa Instant
  • Halopsa
    Site is created in Halopsa Instant
  • Halopsa
    User is deleted in Halopsa Instant
  • Halopsa
    User is updated in Halopsa Instant
  • Halopsa
    User is created in Halopsa Instant
  • Halopsa
    Ticket is created in Halopsa Instant
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2.

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Ready Workflows Ready Workflows   for Dotloop + Halopsa Integration

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Most popular automationsmost-popular-automations
Halopsa + Dotloop Integration

Create Dotloop contact from new Halopsa 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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Dotloop + Halopsa Integration

Create Halopsa 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 Halopsa 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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Automations

Top 10 Most Popular Dotloop Automations from
Integrately Community

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PayPal logo
Dotloop logo
Create loop in Dotloop for Payment sale is completed in PayPal
Activate
Dotloop logo
Follow Up Boss logo
Create Follow Up Boss deal for new Dotloop loop
Activate
Dotloop logo
Monday.com logo
Create Monday.com item for new Dotloop loop
Activate
Follow Up Boss logo
Dotloop logo
Create Dotloop loop for new Follow Up Boss deal
Activate
Dotloop logo
HubSpot logo
Create HubSpot deal for new Dotloop loop
Activate
PayPal logo
Dotloop logo
Create loop in Dotloop for Payment sale is completed in PayPal
Activate
Dotloop logo
Follow Up Boss logo
Create Follow Up Boss deal for new Dotloop loop
Activate
Dotloop logo
Monday.com logo
Create Monday.com item for new Dotloop loop
Activate
Follow Up Boss logo
Dotloop logo
Create Dotloop loop for new Follow Up Boss deal
Activate
Dotloop logo
HubSpot logo
Create HubSpot deal for new Dotloop loop
Activate
Bitrix24 logo
Dotloop logo
Create Dotloop loop from new Bitrix24 contact
Activate
Dotloop logo
WhatsApp logo
Send WhatsApp message for new Dotloop loop
Activate
Grist logo
Dotloop logo
Create Dotloop contact for new Grist record
EasyCSV logo
Dotloop logo
Create Dotloop contact for new EasyCSV data
MySQL logo
Dotloop logo
Create Dotloop contact for new MySQL row
Bitrix24 logo
Dotloop logo
Create Dotloop loop from new Bitrix24 contact
Activate
Dotloop logo
WhatsApp logo
Send WhatsApp message for new Dotloop loop
Activate
Grist logo
Dotloop logo
Create Dotloop contact for new Grist record
EasyCSV logo
Dotloop logo
Create Dotloop contact for new EasyCSV data
MySQL logo
Dotloop logo
Create Dotloop contact for new MySQL row
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Dotloop
Dotloop
Dotloop makes real estate transactions easy. Dotloop is the most powerful and efficient way to engage buyers and sellers, collaborate with agents, manage documents, and close deals.
Halopsa
Halopsa
HaloPSA (by Halo) is an all-in-one PSA platform for MSPs and IT teams: unifying ticketing, CRM, project & stock management, billing, time tracking, automation, self-service, asset reporting, and workflows.