SMS Partner + Dotloop Integration

Integrate Dotloop to SMS Partner in one click, or tell Integrately AI how you want each loop handled. Send instant text notifications, notify clients, update your outreach lists, and keep your communication on track automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Dotloop
    Loop is created in Dotloop
Arrow Right
2.
  • SMS Partner
    Send sms in SMS Partner
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop

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Ready WorkflowsReady Workflows Β  for SMS Partner + Dotloop Integration

Send text alerts for new loops, notify agents, confirm client details, and streamline communication, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Dotloop + SMS Partner flow

Keep your CRM updated, notify team channels on Slack, and generate documents the moment a loop is created. Pick a combination and activate it in one click.

SMS Partner
Dotloop
+
PipedrivePipedrive (2)
+
Google DriveGoogle Drive (2)
+
SalesforceSalesforce (2)
+
HubSpotHubSpot (2)
+
DocuSignDocuSign (2)
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SlackSlack (2)
P
D
S
When a deal is created in Pipedrive, create a loop in Dotloop and send an SMS in SMS Partner.
New Pipedrive deals automatically generate a loop in Dotloop while sending a text alert via SMS Partner, so your pipeline and messaging stay aligned.
D
P
S
When a loop is created in Dotloop, create a contact in Pipedrive and send an SMS in SMS Partner.
Every new Dotloop loop creates a contact in Pipedrive and sends an SMS via SMS Partner to kick off client outreach.

Supported triggers and actions for SMS Partner and Dotloop

Mix and match to build the exact automation you need

SMS Partner
SMS Partner Triggers & Actions
No trigger is available
Send sms in SMS Partner
Sends an SMS message
Try it β†’
Dotloop
Dotloop Triggers & Actions
Loop is created in Dotloop
Triggers the automation when a new loop has been set up
Try it β†’
Create loop in Dotloop
Creates a new loop
Try it β†’
Create contact in Dotloop
Adds a new contact to the database
Try it β†’

What can you automate with Dotloop + SMS Partner?

Streamline your real estate communication by connecting Dotloop transaction triggers directly to SMS Partner bulk messaging workflows.

What you can automate?
πŸ’¬
Send SMS alerts for every new loop
Trigger an automated text message in SMS Partner the moment a loop is created in Dotloop. Keep clients and agents informed instantly without manual typing.
πŸ“‹
Capture every loop and contact detail
Map participant names, phone numbers, and property details directly from Dotloop into your SMS Partner messaging workflows for personalised outreach.
πŸ””
Notify the right people immediately
Ensure agents and clients receive text updates the second a transaction loop opens. Eliminate communication lag and keep deals moving forward.
πŸ”€
Route messages based on loop criteria
Send different SMS templates depending on whether the loop involves a buyer, seller, or specific property type, ensuring targeted communication.
πŸ”„
Keep messaging lists up to date
Ensure your outreach lists reflect active transactions by triggering SMS actions automatically whenever new contacts are added in Dotloop.
πŸ‘€
Create contacts without duplicates
Generate clean contact records and trigger SMS notifications simultaneously when new loops or contacts enter your Dotloop workspace.
⏱️
Manage follow-ups at key milestones
Automate text reminders and status updates through SMS Partner as transactions progress through your Dotloop pipeline.
πŸ”Œ
Extend flows to team channels
Combine Dotloop and SMS Partner with Slack or CRM apps to notify staff internally while client text messages go out automatically.
And much more...

Who is Dotloop + SMS Partner integration for?

Real estate professionals, transaction managers, and agents use this integration to automate client communication and keep transaction records synchronized without manual effort.

Managing Brokers
Managing Brokers
Real Estate Agents
Real Estate Agents
Transaction Coordinators
Transaction Coordinators
Real Estate Operations Managers
Real Estate Operations Managers
Closing Specialists
Closing Specialists
Compliance Officers
Compliance Officers
πŸ“ˆ
Managing Brokers
You review transaction progress reports every week, but manual data entry delays visibility into active deals and client communication β€” this integration means every new loop triggers instant SMS updates and keeps your operational metrics accurate.
⚑
Real Estate Agents
You need to reach out to buyers and sellers the moment a transaction starts, but copying contact details into messaging tools takes valuable time away from client meetings β€” with this integration, every new loop immediately dispatches SMS notifications.
πŸ“‹
Transaction Coordinators
You report transaction milestones to clients and outside parties, but manual text messaging causes missed updates and follow-up delays β€” automating both apps means your outreach happens on schedule for every single deal.
πŸ“Š
Real Estate Operations Managers
Your team handles high volumes of property listings and client contacts every day, and manual texting leads to forgotten follow-ups and communication gaps β€” connecting these apps means your bulk messaging runs dependably for every new loop.
🀝
Closing Specialists
You depend on upstream deal creation to initiate closing procedures and client check-ins, but delays in manual data handover stall your schedule β€” automating both apps means your workflow triggers the instant a loop is registered.
πŸ—‚οΈ
Compliance Officers
You require a reliable audit trail of all client communications and transaction triggers, but manual logging often results in missing records β€” integrating these apps means every interaction and loop creation is logged accurately.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate SMS Partner + Dotloop

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

1,500+ apps connected
1,500+ apps connected
Connect SMS Partner + Dotloop with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting β€” just real help, right when you need it.
Free done-for-you setup
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
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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Dotloop to SMS Partner?
Frequently Asked Questions
You can connect Dotloop to SMS Partner using 1-click automations on Integrately or by asking Integrately AI to build the workflow for you. Choose a ready template, link your accounts, and start sending text alerts immediately alongside tools like Pipedrive, Google Drive, and Slack.
Can I automatically send an SMS when a new loop is created in Dotloop?
Frequently Asked Questions
Can I connect Dotloop, SMS Partner, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dotloop and SMS Partner?
Frequently Asked Questions
How does Dotloop handle loop creation triggers in automations?
Frequently Asked Questions
How does SMS Partner handle outgoing text messages in this integration?
Frequently Asked Questions
Do I need coding skills to automate Dotloop and SMS Partner?
Frequently Asked Questions
Is the Dotloop and SMS Partner integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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