RD Station + Dotloop Integration

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Popular RD Station + Dotloop Workflows

most-popular-automations
RD Station + Dotloop Integration

Create Dotloop loop for new RD Station conversion event

This automation makes it easy to create new loops in Dotloop when a new conversion event is created in RD Station. Just connect your accounts, and every time a new conversion event is created in RD Station, 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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RD Station + Dotloop Integration

Create Dotloop contact for new RD Station conversion event

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 RD Station conversion event 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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Create Automation
RD Station + Dotloop Integration
1.
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station Instant
  • Dotloop
    Loop is created in Dotloop
2.
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop
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