Dotloop + Pardot Integration

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Pardot + Dotloop Integration

Create Dotloop contact for new Pardot prospect

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 Pardot - Dotloop integration, anytime a new Pardot prospect 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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Pardot + Dotloop Integration

Create Dotloop loop from new Pardot prospect

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

This Pardot - 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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Dotloop + Pardot Integration
1.
  • Dotloop
    Loop is created in Dotloop
  • Pardot
    Prospect is created in Pardot
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • Pardot
    Create prospect in Pardot
  • Pardot
    Search prospect in Pardot
  • Pardot
    Update prospect in Pardot
  • Pardot
    Add prospect to list in Pardot
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