Close + Dotloop
Create loops in Dotloop for new contacts in Close
Effortlessly manage your contacts and transactions with this seamless workflow between Close and Dotloop. When a new contact is created in Close, a Loop will be created in Dotloop, ensuring a smooth flow of information between the two platforms. Save time and minimize manual data entry, allowing you to focus on building relationships and closing deals.
Effortlessly manage your contacts and transactions with this seamless workflow between Close and Dotloop. When a new contact is created in Close, a Loop will be created in Dotloop, ensuring a smooth flow of information between the two platforms. Save time and minimize manual data entry, allowing you to focus on building relationships and closing deals.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Loop
Triggers when a new loop is created.
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