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  • Dotloop logoDotloop logo

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

    • 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

    • Activity Type

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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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.
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dotloop logo

About Dotloop

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