Dotloop + Refiner Integration

Connect Dotloop to Refiner in 1 click

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Dotloop
    Loop is created in Dotloop
  • Refiner
    Survey response is submitted in Refiner Instant
  • Refiner
    User added to segment in Refiner Instant
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2.

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Ready Workflows Ready Workflows   for Dotloop + Refiner Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Refiner + Dotloop Integration

Create Dotloop contact for new Refiner form submission

When someone completes your Refiner, a new contact is automatically created in your Dotloop. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Refiner is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Refiner - Dotloop integration set up makes it easy to manage your customer relationships and grow your business.
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Refiner + Dotloop Integration

Create Dotloop loop for new Refiner form submission

Integrating your Dotloop with your Refiner, can help you automatically create new loops based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Refiner - Dotloop integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Automations

Top 10 Most Popular Dotloop Automations from
Integrately Community

Just click on the workflow you want to automate

PayPal logo
Dotloop logo
Create loop in Dotloop for Payment sale is completed in PayPal
Activate
Dotloop logo
Follow Up Boss logo
Create Follow Up Boss deal for new Dotloop loop
Activate
Dotloop logo
Monday.com logo
Create Monday.com item for new Dotloop loop
Activate
Follow Up Boss logo
Dotloop logo
Create Dotloop loop for new Follow Up Boss deal
Activate
Dotloop logo
HubSpot logo
Create HubSpot deal for new Dotloop loop
Activate
PayPal logo
Dotloop logo
Create loop in Dotloop for Payment sale is completed in PayPal
Activate
Dotloop logo
Follow Up Boss logo
Create Follow Up Boss deal for new Dotloop loop
Activate
Dotloop logo
Monday.com logo
Create Monday.com item for new Dotloop loop
Activate
Follow Up Boss logo
Dotloop logo
Create Dotloop loop for new Follow Up Boss deal
Activate
Dotloop logo
HubSpot logo
Create HubSpot deal for new Dotloop loop
Activate
Bitrix24 logo
Dotloop logo
Create Dotloop loop from new Bitrix24 contact
Activate
Dotloop logo
WhatsApp logo
Send WhatsApp message for new Dotloop loop
Activate
Grist logo
Dotloop logo
Create Dotloop contact for new Grist record
EasyCSV logo
Dotloop logo
Create Dotloop contact for new EasyCSV data
MySQL logo
Dotloop logo
Create Dotloop contact for new MySQL row
Bitrix24 logo
Dotloop logo
Create Dotloop loop from new Bitrix24 contact
Activate
Dotloop logo
WhatsApp logo
Send WhatsApp message for new Dotloop loop
Activate
Grist logo
Dotloop logo
Create Dotloop contact for new Grist record
EasyCSV logo
Dotloop logo
Create Dotloop contact for new EasyCSV data
MySQL logo
Dotloop logo
Create Dotloop contact for new MySQL row

Top 10 Most Popular Refiner Automations from
Integrately Community

Most popularmost-popular-automations
01
Refiner logo
Google Sheets logo
Create Google Sheets row for new Refiner form submission
02
Refiner logo
HubSpot logo
Create HubSpot contact for new Refiner form submission
03
Refiner logo
HubSpot logo
Create HubSpot task for new Refiner form submission
04
Refiner logo
HubSpot logo
Create HubSpot deal for new Refiner form submission
05
Refiner logo
HubSpot logo
Create HubSpot company for new Refiner form submission
cloud
Refiner
app integration
06
Refiner logo
Chatsistant logo
Send Chatsistant message for new Refiner form submission
07
Refiner logo
Wicked Reports logo
Create Wicked Reports contact for new Refiner form submission
08
Refiner logo
Zoho Expense logo
Create Zoho Expense customer for new Refiner form submission
09
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs contact for new Refiner form submission
10
Refiner logo
MyGadgetRepairs logo
Create MyGadgetRepairs task for new Refiner form submission
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3
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Want to automate something else in your workflow?

You Can Also Connect Dotloop or Refiner With 1400+ Other Apps

Dotloop
Dotloop
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.
Refiner
Refiner
Refiner is an in‑product microsurvey tool for SaaS/digital products—letting you gather targeted feedback like NPS, CSAT & CES, trigger surveys by behavior, integrate with Segment, CRMs, analytics, and act on insights in real time.