Close + Dotloop Integrations
In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Close and Dotloop.
It's easy to connect Close + Dotloop and requires absolutely zero coding experience—the only limit is your own imagination.
All Triggers & Actions
Triggers when a new call recording or voicemail is added to Close.
Triggers when a new contact is created.
Triggers when a new Export is created or completed.
Triggers when a new lead is created.
Triggers when a new lead is added to a search query or Smart View.
Triggers when a new Call is created or completed.
Triggers when a new incoming Email is created or an outgoing Email is sent.
Triggers when a new item appears in your Close inbox.
Triggers when a lead enters a new status. Optionally trigger when a lead is created in a status.
Triggers when a Meeting is scheduled, started, completed, or canceled.
- Step 1: Authenticate Close + Dotloop.(30 seconds)
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.(15 seconds)
- Step 3: Choose a resulting action from the other app.(15 seconds)
- Step 4: Select the data you want to send from one app to the other.(2 minutes)
- That’s it! More time to work on other things.