Dotloop + Kustomer Integrations
How to connect Dotloop + Kustomer
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New LoopTriggers when a new loop is created.Trigger- Create LoopCreates a new loop.Action
Conversation CreatedTriggers when a new conversation is created.Trigger- Conversation UpdatedTriggers when a conversation is updated.Trigger
- Customer CreatedTriggers when a new customer is created.Trigger
- Customer UpdatedTriggers when a customer is updated.Trigger
- Message CreatedTriggers when a new message is created.Trigger
- Message UpdatedTriggers when a message is updated.Trigger
- Kustomer
Creates a Conversation
Scheduled
Action
- Kustomer
Create a new customer in Kustomer
Scheduled
Action
- Kustomer
Creates a Note
Scheduled
Action
- Kustomer
Creates a User
Scheduled
Action
- Kustomer
Update a Conversation
Scheduled
Action
- Kustomer
Update an existing customer in Kustomer
Scheduled
Action
- Kustomer
Finds a Conversation
Scheduled
Action
- Kustomer
Finds a Customer
Scheduled
Action
- Kustomer
Finds a User
Scheduled
Action
- Kustomer
Finds a conversation
Scheduled
Action
- Kustomer
Finds a Customer
Scheduled
Action
- Kustomer
Finds a User
Scheduled
Action
How Dotloop + Kustomer Integrations Work
- Step 1: Authenticate Dotloop and Kustomer.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.
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About Kustomer
Kustomer is a powerful omnichannel customer service solution.
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