Copper + Dotloop

Create loops in Dotloop for new companies in Copper

Effortlessly manage your real estate business by connecting Copper and Dotloop applications. With this workflow, every time a new company is added to Copper, a Loop will be created in Dotloop for seamless organization and collaboration. Streamline your property management processes and optimize your time with this handy automation.

Effortlessly manage your real estate business by connecting Copper and Dotloop applications. With this workflow, every time a new company is added to Copper, a Loop will be created in Dotloop for seamless organization and collaboration. Streamline your property management processes and optimize your time with this handy automation.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    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?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
    Try It