Dotloop + Pike13 Integration

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Pike13 + Dotloop Integration

Create Dotloop loop from new Pike13 person

Anytime a new person is created in your Pike13, a new loop will automatically be created in your Dotloop. This ensures that all of your loop are linked to the right person, and that you never miss an opportunity to follow up with a new lead.

This Pike13 - 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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Pike13 + Dotloop Integration

Create Dotloop contact for new Pike13 person

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 Pike13 - Dotloop integration, anytime a new Pike13 person 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 + Pike13 Integration
1.
  • Dotloop
    Loop is created in Dotloop
  • Pike13
    Person is created in Pike13 Instant
  • Pike13
    Person is updated in Pike13 Instant
  • Pike13
    Transaction is created in Pike13 Instant
  • Pike13
    Transaction is updated in Pike13 Instant
  • Pike13
    Event occurrence is upcoming in Pike13 Instant
  • Pike13
    Invoice is created in Pike13 Instant
  • Pike13
    Invoice is updated in Pike13 Instant
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • Pike13
    Create person in Pike13
  • Pike13
    Update person in Pike13
  • Pike13
    Search person in Pike13
  • Pike13
    Add a note to event occurrence in Pike13
  • Pike13
    Add a note to person in Pike13
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