Dotloop + Perspective Integration

Connect Dotloop to Perspective - Automate your workflows in 1-click

Make use of Dotloop automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Perspective automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Combine the benefits of both with Integrately’s Dotloop + Perspective integration.

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Ready Workflows For Dotloop + Perspective Integration

Just click on the workflow you want to automate

Create Dotloop contact for new Perspective contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Dotloop contact and Perspective contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

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Create Dotloop loop for new Perspective contact

This automation makes it easy to create new loops in Dotloop when a new contact is created in Perspective. Just connect your accounts, and every time a new contact is created in Perspective, a new loop will automatically be created in Dotloop.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.

Activate

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Create Your Own Dotloop & Perspective Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Loop is created in Dotloop
Triggers the automation whenever a new loop has been set up
Lead is created in Perspective
Triggers the automation whenever a new lead is created
Instant
Visitor completed a funnel in Perspective
Triggers the automation whenever a visitor completes the funnel journey
Instant

Create loop in Dotloop
Automatically creates a new loop
Create contact in Dotloop
Automatically adds a new contact to the database

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Dotloop & Perspective In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Dotloop or Perspective With 1200+ Other Apps

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.

See Dotloop Integrations

Perspective is the perfect solution for creating high-converting mobile funnels. It helps build beautiful, conversion-optimized funnels in 60 minutes or less - without any design or coding skills to take your mobile marketing to the next level.

See Perspective Integrations