Popular PipelineDeals + Dotloop Workflows
Create PipelineDeals task for new Dotloop loop
Create Dotloop loop from new PipelineDeals person
This PipelineDeals - 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.
Create Dotloop loop for new PipelineDeals deal
Create Dotloop contact for new PipelineDeals person
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 PipelineDeals - Dotloop integration, anytime a new PipelineDeals person 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.
When Person is created in PipelineDeals > Check condition > Create contact in Dotloop
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PipelineDeals is a CRM that lets you organize, track, and manage your deals, leads, and contacts. Create offers tailored to your customers' sales cycle. Follow up with emails & phone calls. Close deals faster than ever before!
See PipelineDeals IntegrationsDotloop makes real estate transactions easy. Dotloop is the most powerful and efficient way to engage buyers and sellers, collaborate with agents, manage documents, and close deals.
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