Dotloop + Refersion Integration

Q: Can I automatically create affiliates in Refersion when a new loop is created in Dotloop?

You can create affiliates in Refersion automatically whenever a new loop is created in Dotloop using ready-made automations. Select the template, connect both apps, and activate the workflow in one click.

Q: Can I connect Dotloop, Refersion, and Slack?

You can connect Dotloop, Refersion, and Slack together in a multi-step workflow. When a loop is created in Dotloop, the automation creates an affiliate in Refersion and notifies your team in Slack, along with 1,500+ other integrations.

Q: What is a good Zapier alternative for Dotloop and Refersion?

Integrately is a powerful alternative for connecting Dotloop and Refersion, offering 20 million+ templates, 24/5 live chat support, and AI assistance at 3x to 10x lower cost than most alternatives.

Q: How does Dotloop handle data syncing in this integration?

Dotloop shares loop data instantly when new transactions occur, allowing you to sync contacts and details across your connected apps without manual re-entry.

Q: How are Refersion conversions managed with Dotloop?

Refersion tracks affiliate conversions and triggers automated actions in Dotloop as soon as affiliate statuses change or payments are created.

Q: Do I need coding skills to automate Dotloop and Refersion?

You do not need any coding skills to connect Dotloop and Refersion. Use ready templates or ask Integrately AI to build your exact automation pipeline in seconds.

Q: Is the Dotloop and Refersion integration free?

You can start connecting Dotloop and Refersion on Integrately with a free forever plan available for basic automation workflows.

Integrate Dotloop to Refersion in one click, or tell Integrately AI how you want each loop handled. Track real estate deal growth, add affiliates, sync conversion details, and manage your partner network automatically.

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Loop is created in Dotloop
Affiliate is created in Refersion Instant
Conversion is created in Refersion Instant
Affiliate status is changed in Refersion Instant
Affiliate details are changed in Refersion Instant
Conversion is approved in Refersion Instant
Conversion is denied in Refersion Instant
Conversion trigger is created in Refersion Instant
Payment is created in Refersion Instant

Create loop in Dotloop
Create contact in Dotloop
Create affiliate in Refersion
Search affiliate in Refersion
Get affiliate in Refersion
Add conversion cancellation in Refersion

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Ready Workflows for Dotloop + Refersion Integration

Track real estate deals, create affiliates for new loops, sync conversion details, and manage commission payouts, all in just one click.

Create Dotloop loop for new Refersion affiliate

This automation makes it easy to create new loops in Dotloop when a new affiliate is created in Refersion. Just connect your accounts, and every time a new affiliate is created in Refersion, 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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Create Dotloop contact for new Refersion affiliate

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 Refersion affiliate 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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1of1

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Connect more apps to your Dotloop + Refersion flow

Capture lead details, update your CRM, alert your team, and log financial transactions across your tools. Pick a combination and activate it in one click.

DocuSign (3)

HubSpot (3)

Gmail (3)

Slack (3)

QuickBooks Online (3)

Google Drive (3)

Create an affiliate in Refersion when a loop is created in Dotloop, and send an envelope in DocuSign.

Every new Dotloop loop instantly provisions an affiliate in Refersion and triggers a DocuSign envelope for signing. Eliminate manual handoffs and keep your paperwork moving.

When an affiliate is created in Refersion, create a contact in Dotloop and send an envelope in DocuSign.

New affiliates in Refersion automatically generate a contact in Dotloop while initiating a DocuSign agreement. Keep your client records fully synchronised.

When a conversion is approved in Refersion, create a contact in Dotloop and send an envelope in DocuSign.

Approved conversions in Refersion instantly update Dotloop contacts and prompt a DocuSign agreement. Streamline your commission and contract workflows effortlessly.

Create a contact in HubSpot when a loop is created in Dotloop, and create an affiliate in Refersion.

New Dotloop loops update your HubSpot CRM and provision a Refersion affiliate simultaneously. Keep your sales and partner teams perfectly aligned.

When an affiliate is created in Refersion, create a loop in Dotloop and add a contact in HubSpot.

New Refersion affiliates generate a Dotloop loop and a HubSpot contact instantly. Expand your real estate operations without manual data entry.

When a payment is created in Refersion, create a contact in Dotloop and update HubSpot records.

Refersion payments update your Dotloop contacts and HubSpot records automatically. Keep your financial tracking and client database synchronised.

Create an affiliate in Refersion when a loop is created in Dotloop, and send an email notification via Gmail.

New Dotloop loops create a Refersion affiliate and trigger a confirmation email in Gmail. Keep partners informed immediately upon deal creation.

When an affiliate is created in Refersion, create a contact in Dotloop and send a welcome email in Gmail.

Refersion affiliates generate a Dotloop contact and receive a welcome message via Gmail. Onboard new network partners without lifting a finger.

When a conversion is approved in Refersion, create a contact in Dotloop and send a notification in Gmail.

Approved Refersion conversions update Dotloop contacts and notify stakeholders via Gmail. Ensure your team stays informed on milestone achievements.

Create an affiliate in Refersion when a loop is created in Dotloop, and notify your sales channel in Slack.

New Dotloop loops generate a Refersion affiliate and post an alert to your Slack channel. Keep your team updated in real time.

When an affiliate is created in Refersion, create a contact in Dotloop and notify your team in Slack.

Refersion affiliates create a Dotloop contact and trigger a Slack channel notification. Keep your agents informed of every new partner.

When a conversion is approved in Refersion, create a contact in Dotloop and announce it in Slack.

Approved conversions update Dotloop contacts and broadcast announcements in Slack. Celebrate wins with your entire team instantly.

Create an affiliate in Refersion when a loop is created in Dotloop, and create a customer in QuickBooks Online.

New Dotloop loops create a Refersion affiliate and record a customer in QuickBooks Online. Keep your accounting and transaction records synchronised.

When an affiliate is created in Refersion, create a contact in Dotloop and record an entry in QuickBooks Online.

Refersion affiliates generate a Dotloop contact and a QuickBooks Online customer record. Manage partner finances without manual bookkeeping.

When a payment is created in Refersion, create a contact in Dotloop and log an invoice in QuickBooks Online.

Refersion payments update Dotloop contacts and log invoices in QuickBooks Online. Keep your financial reporting accurate and up to date.

Create an affiliate in Refersion when a loop is created in Dotloop, and create a folder in Google Drive.

New Dotloop loops generate a Refersion affiliate and organise document folders in Google Drive. Keep your real estate files structured automatically.

When an affiliate is created in Refersion, create a contact in Dotloop and upload files to Google Drive.

Refersion affiliates create a Dotloop contact and upload onboarding assets to Google Drive. Streamline your partner setup process effortlessly.

When a conversion is approved in Refersion, create a contact in Dotloop and save records in Google Drive.

Approved Refersion conversions update Dotloop contacts and archive conversion summaries in Google Drive. Maintain comprehensive records with zero manual effort.

Supported triggers and actions for Dotloop and Refersion

Mix and match to build the exact automation you need

Dotloop Triggers & Actions

Loop is created in Dotloop

Triggers the automation when a new loop has been set up

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Refersion Triggers & Actions

Instant

Affiliate is created in Refersion

Triggers the automation when a new affiliate is added

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Instant

Conversion is created in Refersion

Triggers the automation when a conversion occurs

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Instant

Affiliate status is changed in Refersion

Triggers the automation when affiliate status changes

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Instant

Affiliate details are changed in Refersion

Triggers the automation when affiliate details are updated

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Instant

Conversion is approved in Refersion

Triggers the automation when a conversion is successful

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Instant

Conversion is denied in Refersion

Triggers the automation when a conversion fails

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Instant

Conversion trigger is created in Refersion

Triggers the automation when a conversion occurs

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Instant

Payment is created in Refersion

Triggers the automation when a new payment is created

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What can you automate with Dotloop + Refersion?

Streamline your real estate transactions and affiliate network management with ready-to-use workflows.

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🔄

Create affiliates automatically from new real estate loops

Every time a new loop is created in Dotloop, automatically generate a corresponding affiliate in Refersion. Eliminate manual data entry and ensure your partner network expands instantly with every deal.

📝

Capture every submitted transaction and affiliate detail

Sync all available loop properties and affiliate fields across both platforms. Maintain comprehensive records of buyers, sellers, and commission structures without missing crucial data.

🔔

Alert your team instantly when conversions occur

Notify relevant team members the moment a conversion is approved or payment is created in Refersion. Keep everyone aligned on affiliate performance and deal closures.

🔀

Route records based on custom field criteria

Set up conditional logic to handle loops and affiliates differently based on submitted tier or region. Ensure high-value transactions receive specialized routing and attention.

🔄

Keep your affiliate and loop statuses synchronised

Automatically update records across systems as affiliate details or conversion statuses change. Prevent discrepancies between your transaction management and affiliate network.

🛡️

Prevent duplicate contacts and affiliates

Search and match existing records before creating new entries in Dotloop or Refersion. Maintain a clean, organised database without redundant profiles.

💳

Manage downstream conversions and payments

Automate actions when conversions are approved, denied, or when payments are created in Refersion. Keep your financial workflows responsive and accurate.

💬

Extend workflows with team messaging apps

Connect your Dotloop and Refersion core flow with Slack or Gmail to broadcast real-time updates and keep stakeholders informed across your entire stack.

And much more...

Who is Dotloop + Refersion integration for?

Real estate professionals and affiliate managers seeking to streamline deal management, track partner networks, and accelerate revenue growth without manual data entry.

Performance marketers

Sales directors

Account managers

Operations teams

Real estate agents

Compliance officers

📈

Performance marketers

You're tracking transaction data in Dotloop and affiliate performance in Refersion, but your weekly reports are always out of sync because records are updated manually — automating both apps means every conversion updates your deal tracking instantly so you can make reliable decisions.

⚡

Sales directors

You need to onboard agents and affiliates quickly when high-value deals close, but delays leave partners waiting days for access — with this integration, every new loop instantly triggers affiliate creation in Refersion so your network scales without friction.

🤝

Account managers

You report transaction progress to external partners and clients, but manual updates lead to missed updates and confusion — connecting these apps means every approved conversion syncs with your deal records automatically for transparent client reporting.

📊

Operations teams

You're handling high volumes of property transactions and affiliate payouts daily, but manual data entry causes chronic bottlenecks — automating both apps means every payment and loop flows seamlessly across systems without administrative lag.

💼

Real estate agents

You rely on upstream coordinators to log client contacts and partner referrals, but handoff delays stall your follow-up process — this integration means every new contact created in Dotloop populates your partner network immediately so you can engage buyers without waiting.

🗂️

Compliance officers

You need an airtight audit history of all transactions and partner payouts, but scattered records create compliance gaps — connecting these apps means every conversion and loop is logged accurately, maintaining a complete and reliable system history.

Try This Integration – No Code Needed

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Dotloop + Refersion

Build and manage your Dotloop + Refersion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Dotloop + Refersion with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Dotloop to Refersion?

You can connect Dotloop to Refersion instantly using 1-click ready workflows on Integrately. Choose a pre-built template, authenticate your accounts, and let Integrately AI handle complex mappings effortlessly.

Can I automatically create affiliates in Refersion when a new loop is created in Dotloop?

Can I connect Dotloop, Refersion, and Slack?

What is a good Zapier alternative for Dotloop and Refersion?

How does Dotloop handle data syncing in this integration?

How are Refersion conversions managed with Dotloop?

Do I need coding skills to automate Dotloop and Refersion?

Is the Dotloop and Refersion integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Dotloop or Refersion With 1500+ Other Apps

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Dotloop + Refersion Integration

Integrate Dotloop to Refersion in one click, or tell Integrately AI how you want each loop handled. Track real estate deal growth, add affiliates, sync conversion details, and manage your partner network automatically.

Trusted by experts at...

Ready Workflows for Dotloop + Refersion Integration

Track real estate deals, create affiliates for new loops, sync conversion details, and manage commission payouts, all in just one click.

Create Dotloop loop for new Refersion affiliate

Create Dotloop contact for new Refersion affiliate

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Dotloop + Refersion flow

Capture lead details, update your CRM, alert your team, and log financial transactions across your tools. Pick a combination and activate it in one click.

Supported triggers and actions for Dotloop and Refersion

Mix and match to build the exact automation you need

What can you automate with Dotloop + Refersion?

Streamline your real estate transactions and affiliate network management with ready-to-use workflows.

Who is Dotloop + Refersion integration for?

Real estate professionals and affiliate managers seeking to streamline deal management, track partner networks, and accelerate revenue growth without manual data entry.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Dotloop + Refersion

Build and manage your Dotloop + Refersion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Dotloop or Refersion With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Dotloop + Refersion Integration

Integrate Dotloop to Refersion in one click, or tell Integrately AI how you want each loop handled. Track real estate deal growth, add affiliates, sync conversion details, and manage your partner network automatically.

Trusted by experts at...

Ready Workflows for Dotloop + Refersion Integration

Track real estate deals, create affiliates for new loops, sync conversion details, and manage commission payouts, all in just one click.

Create Dotloop loop for new Refersion affiliate

Create Dotloop contact for new Refersion affiliate

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Dotloop + Refersion flow

Capture lead details, update your CRM, alert your team, and log financial transactions across your tools. Pick a combination and activate it in one click.

Supported triggers and actions for Dotloop and Refersion

Mix and match to build the exact automation you need

What can you automate with Dotloop + Refersion?

Streamline your real estate transactions and affiliate network management with ready-to-use workflows.

Who is Dotloop + Refersion integration for?

Real estate professionals and affiliate managers seeking to streamline deal management, track partner networks, and accelerate revenue growth without manual data entry.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Dotloop + Refersion

Build and manage your Dotloop + Refersion automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Dotloop or Refersion With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click