Dotloop + UpViral Integration

Integrate Dotloop to UpViral in one click, or tell Integrately AI how you want each lead handled. Create contacts, register UpViral leads, add reward points, and sync referral data 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
  • UpViral
    Lead is created in UpViral
  • UpViral
    Reward is unlocked in UpViral Instant
Arrow Right
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • UpViral
    Create Lead in UpViral
  • UpViral
    Add points in UpViral
  • UpViral
    Search contact in campaign by email in UpViral

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Ready Workflows Ready Workflows for Dotloop + UpViral Integration

Create leads from new loops, unlock reward points, register participants, and track referral campaigns, all in just one click.

Most popular automationmost-popular-automations
UpViral + Dotloop Integration

Create Dotloop loop for new UpViral contact

This automation makes it easy to create new loops in Dotloop when a new contact is created in UpViral. Just connect your accounts, and every time a new contact is created in UpViral, a new loop will automatically be created in Dotloop.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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UpViral + Dotloop Integration

Create Dotloop contact for new UpViral contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Dotloop contact and UpViral contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Dotloop + UpViral flow

Send lead notifications to your team, collect campaign data via forms, and update member sheets. Pick a combination and activate it in one click.

Dotloop
UpViral
+
Facebook Lead AdsFacebook Lead Ads (4)
+
TypeformTypeform (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
D
U
F
When a new loop is created in Dotloop, create a lead in UpViral, and add lead details to Facebook Lead Ads
New Dotloop loops instantly generate UpViral leads while pushing ad interaction details to Facebook Lead Ads without manual data entry.
U
D
F
When an UpViral lead is created, create a loop in Dotloop, and sync data with Facebook Lead Ads
UpViral campaign signups instantly create loops in Dotloop while updating your Facebook Lead Ads records.
U
F
When a reward is unlocked in UpViral, add points in UpViral, and update Facebook Lead Ads records
Reward milestones in UpViral trigger point updates and sync engagement status to Facebook Lead Ads.
U
D
F
Use Claude to evaluate UpViral leads, create a loop in Dotloop, and update Facebook Lead Ads
Claude reviews UpViral participants before creating Dotloop loops and logging records in Facebook Lead Ads.

Supported triggers and actions for Dotloop and UpViral

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
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UpViral
UpViral Triggers & Actions
Lead is created in UpViral
Triggers the automation when a new lead is created
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Instant
Reward is unlocked in UpViral
Triggers the automation when a reward is unlocked
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Create Lead in UpViral
Generates new leads for potential customers
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Add points in UpViral
Allocate points to a user's account
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Search contact in campaign by email in UpViral
Searches for a contact in a campaign by email
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What can you automate with Dotloop + UpViral?

Connect your real estate transactions and viral marketing campaigns to eliminate manual data entry and keep your team aligned.

What you can automate?
🔄
Sync Dotloop loops to UpViral leads
Automatically generate a new lead in UpViral whenever a property loop is created in Dotloop, bridging your sales and marketing pipelines.
📋
Capture every submitted field and answer
Map all available contact details and custom form answers from your property transactions directly into your viral campaign records.
🔔
Notify your team the moment it happens
Send instant alerts to your sales and marketing channels whenever a new loop is created or a contest reward is unlocked.
🔀
Route records based on submitted data
Trigger different follow-up actions and campaign assignments depending on the specific criteria submitted in your Dotloop or UpViral forms.
🔄
Keep your destinations up to date
Ensure contact details, points, and loop statuses remain synchronized across both platforms as information changes over time.
🔍
Search and update instead of duplicates
Check existing campaign records by email before creating new entries, preventing duplicate contacts in your UpViral campaigns.
🏆
Handle later status changes and rewards
Automate follow-up workflows whenever a participant unlocks a reward in UpViral or completes a transaction milestone in Dotloop.
🔌
Extend your flow to Google Sheets
Log every transaction loop and viral contest signup into Google Sheets for comprehensive reporting and team review.
And much more...

Who is Dotloop + UpViral integration for?

Real estate professionals, marketers, and agency teams looking to connect property transactions with viral referral campaigns and streamline their lead generation process.

Performance marketers
Performance marketers
Real estate agents
Real estate agents
Client success managers
Client success managers
Campaign coordinators
Campaign coordinators
Operations supervisors
Operations supervisors
Database administrators
Database administrators
📈
Performance marketers
You're running viral contests across multiple channels but your tracking sheet only updates when someone manually exports lead lists, so the row counts you're optimizing against are always a few hours behind — automating both apps means every new lead lands in the system instantly and your data stays current.
Real estate agents
You manage property transactions in Dotloop while prospects sign up for contests in UpViral, but delayed notifications mean you follow up too late — this integration means every participant triggers an immediate loop creation and your response time drops to zero.
🤝
Client success managers
You answer to clients who want to see campaign progress alongside their active property listings, but gathering status reports by hand takes hours — connecting these apps means all transaction milestones and contest rewards sync automatically into one unified view.
📊
Campaign coordinators
The volume of contest entries and property loops is too high for anyone to keep up by hand, leading to missed entries and lost opportunities — automating both apps means every record populates instantly without manual intervention or data entry errors.
🔄
Operations supervisors
You own the transaction handoff and depend on marketing teams to pass lead details upstream, but manual communication gaps cause costly delays — integrating these apps means every lead transitions from contest to property loop seamlessly.
🗂️
Database administrators
You need a reliable history of all participant interactions across marketing and sales channels, but you keep finding gaps in your records — this integration means every action from loop creation to reward unlocking logs perfectly without missing a single entry.
Our team

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Why choose Integrately to automate Dotloop + UpViral

Build and manage your Dotloop + UpViral 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 + UpViral 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
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Dotloop to UpViral?
Frequently Asked Questions
You can connect Dotloop to UpViral in one click using pre-built workflows on Integrately, or use Integrately AI to set up custom automations with apps like Slack, Google Sheets, and Mailchimp.
Can I trigger UpViral leads automatically from new Dotloop loops?
Frequently Asked Questions
Can I connect Dotloop, UpViral, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Dotloop and UpViral?
Frequently Asked Questions
How are Dotloop loops managed when creating UpViral leads?
Frequently Asked Questions
Can UpViral rewards unlock contact creation in Dotloop?
Frequently Asked Questions
Do I need coding skills to set up the Dotloop and UpViral integration?
Frequently Asked Questions
Is the Dotloop and UpViral integration free?
Frequently Asked Questions
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You Can Also Connect Dotloop or UpViral With 1500+ Other Apps

Dotloop
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UpViral
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Sync UpViral with email marketing, analytics, and customer support tools to expand your viral campaign reach.
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