Dotloop + Kayako Integration
Integrate Dotloop to Kayako in one click, or tell Integrately AI how you want each loop handled. Track real estate transactions, create support conversations, update user records, and notify your team automatically.
Free forever.Use premium features free for 14 days.1.
Loop is created in Dotloop
Conversation is created in Kayako- User is created in Kayako
- Tag is added to organization in Kayako
- Tag is added to conversation in Kayako
- Tag is added to user in Kayako
- Organization is created in Kayako
2.
- Create loop in Dotloop
- Create contact in Dotloop
- Create conversation via Email in Kayako
- Update conversation in Kayako
- Create conversation with a private note in Kayako
- Search conversation in Kayako
- Create user in Kayako
- Search user in Kayako
- Update user in Kayako
- Create organization in Kayako
- Update organization in Kayako
- Search organization in Kayako
- Add private note to conversation in Kayako
- Add tags to conversation in Kayako
- Add tags to organization in Kayako
- Add tags to user in Kayako
Trusted by experts at...
Ready Workflows for Dotloop + Kayako Integration
Create support conversations, update user details, add tags to organizations, and notify agents, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 + Kayako flow
Connect your real estate transactions and support desks with external CRMs, messaging tools, and file repositories. Pick a combination and activate it in one click.
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Salesforce (4)
Salesforce (4) +
Google Drive (4)
Google Drive (4) +
Hubspot (4)
Hubspot (4) +
DocuSign (4)
DocuSign (4) +
Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) D
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Create a Salesforce lead and a Kayako user whenever a new loop is created in Dotloop, and keep records synced.
New Dotloop loops immediately generate a Salesforce lead and a Kayako user profile, eliminating manual data entry across systems.
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When a new Kayako conversation is created, update the Salesforce record and add a contact in Dotloop.
Support interactions in Kayako update Salesforce accounts and create Dotloop contacts automatically.
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If a Kayako user is created from a Dotloop loop, update Salesforce and add tags to the organization.
New users originating from real estate loops receive updated Salesforce fields and organizational tags instantly.
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Use ChatGPT to analyse every new Kayako conversation, update Salesforce, and create a loop in Dotloop.
AI analyses support enquiries, updates Salesforce records, and triggers new real estate loops automatically.
Supported triggers and actions for Dotloop and Kayako
Mix and match to build the exact automation you need
What can you automate with Dotloop + Kayako?
Streamline your real estate transactions and customer support operations with powerful automated workflows.
🔄
Sync loops and support conversations instantly
Create Kayako support conversations automatically the moment a new real estate loop is generated in Dotloop, keeping deal flow and client communication connected.
📝
Capture every submitted client field
Map all available Dotloop transaction details and Kayako user attributes into your connected records instead of basic names, ensuring complete data visibility.
🔔
Notify the right agent immediately
Alert your support team or real estate agents the second a new conversation or loop is created so client inquiries receive prompt attention.
🔀
Route actions based on submitted tags
Trigger distinct automated paths depending on whether specific tags are added to Kayako conversations, organizations, or user profiles.
🔄
Keep all transaction records up to date
Automatically update existing loop details, user profiles, and organization records whenever changes occur in either platform.
🔍
Search and update instead of creating duplicates
Search for existing users and organizations in Kayako before creating new records, maintaining a clean and organized database.
🏷️
Manage status changes and tags dynamically
Add private notes, update conversation statuses, and apply organization tags automatically as deals progress through their lifecycle.
🚀
Extend flows to popular business apps
Connect your Dotloop and Kayako core processes with Slack, Gmail, Google Drive, or Hubspot to build multi-app operational pipelines.
And much more...
Who is Dotloop + Kayako integration for?
Real estate agents, support managers, and transaction coordinators use this integration to bridge client communication and deal management without manual handoffs.
Real estate analytics managers
Customer support leads
Transaction coordinators
Property brokerage directors
Closing agents
Compliance officers
📈
Real estate analytics managers
You're tracking transaction metrics across multiple property loops but your support ticket logs only update when someone manually exports records, so the performance counts you're reviewing are always hours behind — with this integration, every new conversation lands instantly and your data stays current.
🚨
Customer support leads
You need to respond to client queries immediately upon property listing, but you find out about new real estate transactions too late in the cycle — automating both apps means every new loop triggers support workflows instantly and your team acts on time.
📋
Transaction coordinators
You answer to buyers and sellers who want to see daily progress on their property documents, but manual status updates always lag behind — connecting these apps means every document change syncs across systems and your clients see accurate progress.
⚡
Property brokerage directors
The volume of incoming buyer inquiries is too high for your agents to keep up with by hand, leading to missed support tickets and delayed contract reviews — automating both apps means high-volume data routes correctly and your team never misses an item.
🤝
Closing agents
You own the final contract signing stage and depend on sales agents to hand over client details before you can proceed, causing frequent bottlenecks — this integration means client records transfer instantly and your closing workflow starts without waiting.
🗂️
Compliance officers
You need a reliable history of all client interactions and real estate loops, but you keep finding audit gaps between support tickets and transaction files — connecting these apps means every record matches up and your historical audit trail remains complete.
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 + Kayako
Build and manage your Dotloop + Kayako automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Dotloop + Kayako with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Dotloop + Kayako Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Dotloop to Kayako?
You can connect Dotloop to Kayako in 1 click using ready workflows on Integrately, or use Integrately AI to build custom sequences. Connect your accounts alongside Salesforce, Google Drive, Hubspot, and 1,500+ other apps.
Can I automatically create a Kayako conversation when a new loop is created in Dotloop?
Can I connect Dotloop, Kayako, and Slack?
What is a good Zapier alternative for Dotloop and Kayako?
How does Dotloop handle contact and loop data during automation?
How are Kayako conversations and user profiles updated in this integration?
Do I need coding skills to automate Dotloop and Kayako?
Is the Dotloop and Kayako integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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