Picky Assist + Dotloop Integration

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Dotloop + Picky Assist Integration

Send Picky Assist message for new Dotloop loop

Whenever a new loop is created in your Dotloop, you'll want to communicate with your team to make sure everyone is on the same page. Sending Picky Assist message ensures that everyone knows about the new loop and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more loops. In short, this Dotloop - Picky Assist integration is essential for any business to stay organized and ensure that the team is always aware of new loops.
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Picky Assist + Dotloop Integration
1.
  • Picky Assist
    New message is received in Picky Assist Instant
  • Dotloop
    Loop is created in Dotloop
2.
  • Picky Assist
    Send message in Picky Assist
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
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