SimplyMeet.me + Dotloop Integration

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SimplyMeet.me + Dotloop Integration

Create Dotloop loop for new SimplyMeet.me meeting

In your business, you may need to track when someone is invited to an meeting. You can do this by creating a loop in Dotloop.

But manually creating a loop can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an meeting is created in SimplyMeet.me, it will trigger a corresponding loop creation in Dotloop.

This makes it easy to keep track of all the interactions that person has with your company. By using loop, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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SimplyMeet.me + Dotloop Integration
1.
  • SimplyMeet.me
    Meeting is scheduled in SimplyMeet.me Instant
  • SimplyMeet.me
    Meeting is canceled in SimplyMeet.me Instant
  • SimplyMeet.me
    Meeting is rescheduled in SimplyMeet.me Instant
  • Dotloop
    Loop is created in Dotloop
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
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