Dotloop + Prefinery Integration

Connect Dotloop to Prefinery in 1 click

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Popular Dotloop + Prefinery Workflows

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Prefinery + Dotloop Integration

Create Dotloop loop for new Prefinery user

This automation makes it easy to create new loops in Dotloop when a new user is created in Prefinery. Just connect your accounts, and every time a new user is created in Prefinery, 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.
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Prefinery + Dotloop Integration

Create Dotloop contact for new Prefinery user

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 Prefinery user 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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Dotloop + Prefinery Integration
1.
  • Dotloop
    Loop is created in Dotloop
  • Prefinery
    User is created in Prefinery Instant
  • Prefinery
    User applied for campaign in Prefinery Instant
  • Prefinery
    User is invited in Prefinery Instant
  • Prefinery
    User actively participates in Prefinery Instant
  • Prefinery
    User is rejected in Prefinery Instant
  • Prefinery
    User has resubscribed in Prefinery Instant
  • Prefinery
    User is suspended in Prefinery Instant
  • Prefinery
    User is unconfirmed in Prefinery Instant
  • Prefinery
    User is updated in Prefinery Instant
  • Prefinery
    User is imported in Prefinery Instant
  • Prefinery
    User is deleted in Prefinery Instant
  • Prefinery
    Referral created in Prefinery Instant
  • Prefinery
    Reward earned in Prefinery Instant
  • Prefinery
    Reward delivered in Prefinery Instant
  • Prefinery
    Reward revoked in Prefinery Instant
  • Prefinery
    User has unsubscribed in Prefinery Instant
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • Prefinery
    Create user in Prefinery
  • Prefinery
    Unsubscribe user in Prefinery
  • Prefinery
    Trigger rewards in Prefinery
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