Dotloop + Join It Integration

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Join It + Dotloop Integration

Create Dotloop loop from new Join It memberships

Anytime a new memberships is created in your Join It, a new loop will automatically be created in your Dotloop. This ensures that all of your loop are linked to the right memberships, and that you never miss an opportunity to follow up with a new lead.

This Join It - 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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Join It + Dotloop Integration

Create Dotloop contact for new Join It memberships

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 Join It - Dotloop integration, anytime a new Join It memberships 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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Dotloop + Join It Integration
1.
  • Dotloop
    Loop is created in Dotloop
  • Join It
    Membership is created in Join It Instant
  • Join It
    Membership is updated in Join It Instant
  • Join It
    Payment is created in Join It Instant
  • Join It
    Membership is renewed in Join It Instant
  • Join It
    Membership goes into inactive status in Join It Instant
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
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