Popular Salesforce + Dotloop Workflows
Create Salesforce task for new Dotloop loop
Create Salesforce record for new Dotloop loop
Create Dotloop loop for new Salesforce opportunity
Create Dotloop contact for new Salesforce record
Also, it's one less thing for you to have to remember to do manually. Win-win!
When Record is created in Salesforce > Create contact in Dotloop > Create loop in Dotloop
When Contact is created in Salesforce > Check condition > Create contact in Dotloop
When Lead is created in Salesforce > Check condition > Create contact in Dotloop
When Record is created in Salesforce > Check any condition > Create contact in Dotloop
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Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.
See Salesforce 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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