Dotloop + Streak Integration

Connect Dotloop to Streak - Automate your workflows in 1-click

Make use of Dotloop and Streak automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Dotloop + Streak integration.
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Ready Workflows For Dotloop + Streak Integration

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Streak + Dotloop Integration

Create Dotloop loop from new Streak contact

Anytime a new contact is created in your Streak, a new loop will automatically be created in your Dotloop. This ensures that all of your loop are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Streak - Dotloop integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Streak + Dotloop Integration

Create Dotloop contact for new Streak contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Streak - Dotloop integration, anytime a new Streak contact is created, an Dotloop contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Dotloop + Streak Integration
1.
  • Dotloop
    Loop is created in Dotloop

    Triggers the automation when a new loop has been set up

  • Streak
    Contact is created in Streak

    Triggers the automation when a new contact is created

    Instant
  • Streak
    Contact is updated in Streak

    Triggers the automation when a contact is updated

    Instant
  • Streak
    Box is created in Streak

    Triggers the automation when a Box is created

    Instant
  • Streak
    Box stage is changed in Streak

    Triggers the automation when a box stage is changed

    Instant
  • Streak
    Box is updated in Streak

    Triggers the automation when a Box is updated

    Instant
  • Streak
    Box is moved between pipelines in Streak

    Triggers the automation when a Box is moved between pipelines

    Instant
  • Streak
    Meeting note or call log is created in Streak

    Triggers the automation when a new meeting note or call log is added

    Instant
  • Streak
    Task is created in Streak

    Triggers the automation when a new task is created

    Instant
  • Streak
    Task is due in Streak

    Triggers the automation when a task remains due past the due date

    Instant
  • Streak
    Task is completed in Streak

    Triggers the automation when any task is completed

    Instant
  • Streak
    Organization is created in Streak

    Triggers the automation when a new organization is created

    Instant
  • Streak
    Organization is updated in Streak

    Triggers the automation when any organization's profile is modified

    Instant
  • Streak
    Comment is added to box in Streak

    Triggers the automation when a comment is made on a box

    Instant
2.
  • Dotloop
    Create loop in Dotloop

    Creates a new loop

  • Dotloop
    Create contact in Dotloop

    Adds a new contact to the database

  • Streak
    Add contact in Streak

    Adds a new contact to the address book

  • Streak
    Update contact in Streak

    Updates contact information with new details

  • Streak
    Search contact in Streak

    Finds and retrieves contact information

  • Streak
    Create task in Streak

    Creates a new task

  • Streak
    Update task in Streak

    Updates the task with new information or changes

  • Streak
    Create box in Streak

    Generates a new box

  • Streak
    Update box in Streak

    Updates a box

  • Streak
    Search box in Streak

    Searches for a box

  • Streak
    Create meeting/call log in Streak

    Logs a new meeting or call

  • Streak
    Add contact to box in Streak

    Store newly added contacts in designated box

  • Streak
    Retrieve file by file key in Streak

    Retrieves a file using its file key

  • Streak
    Link boxes in Streak

    Links two or more boxes

  • Streak
    Retrieve full thread by key in Streak

    Retrieves a full thread using its key

  • Streak
    Search organization in Streak

    Finds and retrieves information about a organization

  • Streak
    Create comment in Streak

    Generates a new comment

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

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