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Capsule CRM + Dotloop

Create loops in Dotloop for new or updated contacts in Capsule CRM

Effortlessly manage your contacts and real estate transactions with this Capsule CRM and Dotloop automation. When a contact is newly added or updated in Capsule CRM, this workflow will create a loop in Dotloop, ensuring your real estate deals are always up-to-date and organized. Streamline your workflow and never miss important client information again.

Effortlessly manage your contacts and real estate transactions with this Capsule CRM and Dotloop automation. When a contact is newly added or updated in Capsule CRM, this workflow will create a loop in Dotloop, ensuring your real estate deals are always up-to-date and organized. Streamline your workflow and never miss important client information again.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    DotloopDotloop
    Create Loop

    Triggers when a new loop is created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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dotloop logo
dotloop logo

About Dotloop

Dotloop is the complete real estate transaction management solution that empowers agents and brokers to get deals done.

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