Dotloop + Tars Integration

Integrate Dotloop to Tars in one click, or tell Integrately AI how you want each lead handled. Capture chatbot conversations, create contacts and loops in Dotloop, update your CRM, alert your team, and track every real estate transaction automatically.

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1.
  • Dotloop
    Loop is created in Dotloop
  • Tars
    Conversation is started with chatbot in Tars Instant
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2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop

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Ready Workflows Ready Workflows for Dotloop + Tars Integration

Capture chatbot conversations, create Dotloop contacts, update records, alert agents, and manage real estate deals, all in just one click.

Most popular automationsmost-popular-automations
Tars + Dotloop Integration

Create Dotloop loop for new Tars conversation

Integrating your Dotloop with your Tars, can help you automatically create new loops based on conversations 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 Tars - 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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Tars + Dotloop Integration

Create Dotloop contact for new Tars conversation

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

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

Sync your chatbot leads and real estate transactions with CRMs, scheduling tools, and messaging platforms for seamless deal management. Pick a combination and activate it in one click.

Dotloop
Tars
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HubSpotHubSpot (4)
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TypeformTypeform (4)
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GmailGmail (4)
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CalendlyCalendly (4)
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SlackSlack (4)
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DocuSignDocuSign (4)
T
D
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Create a Dotloop contact from every Tars chatbot conversation and sync it to HubSpot
Every Tars conversation creates a corresponding Dotloop contact and logs the details in HubSpot instantly. No manual data entry, no missed buyer leads.
T
D
H
Turn every Tars chatbot chat into a Dotloop contact and create a new deal in HubSpot
Capture chatbot leads as Dotloop contacts and open a new deal in HubSpot the moment a visitor engages. Keep your sales pipeline moving without delay.
T
D
H
Create a Dotloop contact from every Tars chatbot conversation and open a task in HubSpot
New Tars conversations automatically generate Dotloop contacts and schedule follow-up tasks in HubSpot. Ensure every buyer inquiry gets prompt attention.
T
D
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When a Tars conversation starts, create a Dotloop loop and update matching HubSpot contacts
Start a Dotloop loop from a Tars chatbot engagement and update existing contact records in HubSpot automatically. Keep your transaction files and CRM in sync.

Supported triggers and actions for Dotloop and Tars

Mix and match to build the exact automation you need

Dotloop
Dotloop Triggers & Actions
Loop is created in Dotloop
Triggers the automation when a new loop has been set up
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Create loop in Dotloop
Creates a new loop
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Create contact in Dotloop
Adds a new contact to the database
Try it →
Tars
Tars Triggers & Actions
Instant
Conversation is started with chatbot in Tars
Triggers the automation when a new conversation is initiated with a chatbot
Try it →
No action is available

What can you automate with Dotloop + Tars?

Streamline your real estate operations by connecting visitor chatbot conversations directly to your transaction management and document workflows.

What you can automate?
💬
Capture chatbot conversations as Dotloop contacts
Automatically create a new contact in Dotloop whenever a prospective buyer starts a conversation with your Tars chatbot. Eliminate manual copying and ensure every lead is logged instantly.
📋
Extract and map every submitted chatbot field
Map name, email, phone number, and property preferences collected in Tars directly into corresponding Dotloop contact fields. Maintain accurate records from the very first interaction.
🔔
Notify agents the moment a chat begins
Send instant alerts to your real estate team whenever a new visitor engages with your Tars chatbot. Empower agents to initiate outreach while buyer interest is high.
🔀
Route leads based on submitted criteria
Direct chatbot leads to specific Dotloop loops or agents depending on the property type or budget selected during the Tars conversation. Tailor your workflow to visitor needs.
🔄
Keep transaction records continuously updated
Synchronize ongoing updates from Tars chatbot sessions directly into your existing Dotloop loops and contact profiles. Keep your entire transaction workspace current.
👥
Add or update contacts without creating duplicates
Check existing records before creating new Dotloop contacts from Tars chatbot chats. Maintain a clean database without cluttering your system with duplicate entries.
📁
Initialize transaction loops automatically
Set up a new loop in Dotloop the moment a qualified buyer completes a Tars chatbot qualification flow. Jumpstart your document management and deal closing process.
🔗
Extend your workflow to external apps
Connect your Dotloop and Tars automation with Slack, Gmail, or HubSpot to notify teams, send confirmation emails, and log deals across your entire software stack.
And much more...

Who is Dotloop + Tars integration for?

Real estate professionals, sales teams, and brokers who need to capture buyer and seller inquiries from chatbots directly into transaction management workflows without manual data entry.

Real estate brokers
Real estate brokers
Sales agents
Sales agents
Client success managers
Client success managers
Operations directors
Operations directors
Team leads
Team leads
Compliance officers
Compliance officers
📈
Real estate brokers
You're managing multiple property transactions in Dotloop, but your team misses buyer inquiries coming through website chatbots because lead details are not transferred over — with this integration, every new chatbot lead creates a contact instantly and your pipeline stays up to date.
⚡
Sales agents
You're trying to respond to prospective buyers quickly, but leads sit in your chatbot tool until someone manually exports them into Dotloop, costing you valuable response time — automating both apps means every conversation instantly populates your transaction workspace so you can follow up immediately.
🤝
Client success managers
You're coordinating document signing and client onboarding, but communication details get lost between customer chats and transaction loops, leaving clients waiting for updates — this integration means every interaction feeds directly into your management workflow for seamless client communication.
📊
Operations directors
You're overseeing high volumes of real estate inquiries, but manual data entry between visitor chat logs and transaction records creates bottlenecks and errors across your records — connecting these apps means lead information flows automatically without human intervention or data gaps.
🏢
Team leads
You depend on agents to hand over chatbot leads for transaction processing, but details frequently get delayed or forgotten during busy periods, stalling deal momentum — automating both apps means every lead is captured and assigned without relying on manual handoffs.
🔍
Compliance officers
You need a reliable audit trail for every real estate transaction, but disconnected chat logs and loops leave gaps in your client history records — with this integration, every engagement is accurately logged from the first conversation to the final close.
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Why choose Integrately to automate Dotloop + Tars

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

1,500+ apps connected
1,500+ apps connected
Connect Dotloop + Tars 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 — 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
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Select a trigger from Google Sheets
2
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Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Dotloop to Tars?
Frequently Asked Questions
You can connect Dotloop to Tars in 1 click using ready-made templates or ask Integrately AI to build the automation and map the fields. Once connected, your chatbot leads flow directly into your real estate loops and contacts seamlessly alongside 1,500+ other integrations.
Can I automatically create a Dotloop contact when a Tars chat starts?
Frequently Asked Questions
Can I connect Dotloop, Tars, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dotloop and Tars?
Frequently Asked Questions
How does Dotloop handle contact and loop creation from chatbot data?
Frequently Asked Questions
Can Tars trigger automated actions in Dotloop instantly?
Frequently Asked Questions
Do I need coding skills to automate Dotloop and Tars?
Frequently Asked Questions
Is the Dotloop and Tars integration free?
Frequently Asked Questions
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You Can Also Connect Dotloop or Tars With 1500+ Other Apps

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Tars
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