Dotloop + Upnify Integration

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Upnify + Dotloop Integration

Create Dotloop contact for new Upnify client

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 Upnify - Dotloop integration, anytime a new Upnify client 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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Upnify + Dotloop Integration

Create Dotloop loop from new Upnify client

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

This Upnify - 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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Dotloop + Upnify Integration
1.
  • Dotloop
    Loop is created in Dotloop
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify Instant
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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