Dotloop + Salesforce Integration

Connect Dotloop to Salesforce in 1 click

Integrate Dotloop + Salesforce For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Dotloop + Salesforce Workflows

Create Salesforce opportunity for new Dotloop loop

Dotloop + Salesforce Integration

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Create Salesforce task for new Dotloop loop

Dotloop + Salesforce Integration

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Create Salesforce record for new Dotloop loop

Dotloop + Salesforce Integration

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Create Dotloop loop for new Salesforce opportunity

Salesforce + Dotloop Integration

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Create Dotloop contact for new Salesforce record

Automatically creating Dotloop contact records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

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When Record is created in Salesforce > Create contact in Dotloop > Create loop in Dotloop

Salesforce + Dotloop Integration

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When Contact is created in Salesforce > Check condition > Create contact in Dotloop

Salesforce + Dotloop Integration

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When Lead is created in Salesforce > Check condition > Create contact in Dotloop

Salesforce + Dotloop Integration

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When Record is created in Salesforce > Check any condition > Create contact in Dotloop

Salesforce + Dotloop Integration

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Create Your Own Dotloop & Salesforce Integration Without Any Code

Create Custom Workflow

Loop is created in Dotloop
Record is created in Salesforce
Record is updated in Salesforce
Field is updated on record in Salesforce
Lead is created in Salesforce
Lead is updated in Salesforce
Opportunity is created in Salesforce
Opportunity is updated in Salesforce
Task is created in Salesforce
Task is updated in Salesforce
Contact is updated in Salesforce
Contact is created in Salesforce
Account is created in Salesforce
Account is updated in Salesforce
Outbound message is received in Salesforce Instant
Case is created in Salesforce
Case is updated in Salesforce
Quote is created in Salesforce
Quote is updated in Salesforce

Create loop in Dotloop
Create contact in Dotloop
Search record using query in Salesforce
Create record in Salesforce
Update record in Salesforce
Search record in Salesforce
Create lead in Salesforce
Update lead in Salesforce
Search lead in Salesforce
Create contact in Salesforce
Update contact in Salesforce
Search contact in Salesforce
Create opportunity in Salesforce
Update opportunity in Salesforce
Search opportunity in Salesforce
Add contact to campaign in Salesforce
Add lead to campaign in Salesforce
Create account in Salesforce
Search account in Salesforce
Update account in Salesforce
Create task in Salesforce
Update task in Salesforce
Search task in Salesforce
Get tasks by contact Id in Salesforce
Create case in Salesforce
Update case in Salesforce
Search case in Salesforce
Get record by Id in Salesforce
Get events by contact Id in Salesforce
Search quote in Salesforce

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Integrate Dotloop & Salesforce In 1 Click
And Save Time & Money Both

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Want to automate something else in your workflow?

You Can Also Connect Dotloop or Salesforce With 1200+ Other Apps

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.

See Dotloop Integrations

Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.

See Salesforce Integrations