Dotloop + Trackabi Integration

In your work as a salesperson, you're constantly on the lookout for potential deals. Once you've identified a promising loop, it's important to track and manage the progress of that loop so you don't lose focus or let it fall through the cracks.

With this integration, you can quickly create a corresponding task in Trackabi each time a loop is created in Dotloop. This way you never lose track of the progress for that particular loop - and with automated reminders, it will be easy to get back on track if something slips through the cracks.