Dotloop + Zengine Integration

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Zengine + Dotloop Integration

Create Dotloop loop from new Zengine record

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

This Zengine - 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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Zengine + Dotloop Integration

Create Dotloop contact for new Zengine record

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 Zengine - Dotloop integration, anytime a new Zengine record 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 + Zengine Integration
1.
  • Dotloop
    Loop is created in Dotloop
  • Zengine
    Record is created in Zengine Instant
  • Zengine
    Record is updated in Zengine Instant
  • Zengine
    Task is created in Zengine Instant
  • Zengine
    Event is created in Zengine Instant
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
  • Zengine
    Create record in Zengine
  • Zengine
    Delete record in Zengine
  • Zengine
    Update record in Zengine
  • Zengine
    Upload file to field in Zengine
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