Dotloop + LeadConnector
Create and update opportunities in LeadConnector for new loops in Dotloop
Streamline your real estate processes with this efficient workflow. When there's a new loop in your Dotloop app, this will instantly trigger an Add/Update opportunity in your LeadConnector app. Experience a seamless data transfer, thus reducing manual work, enhancing productivity, and ensuring your opportunities are always up to date with the latest information. Turn your focus towards the bigger picture - closing deals, rather than juggling between apps.
Streamline your real estate processes with this efficient workflow. When there's a new loop in your Dotloop app, this will instantly trigger an Add/Update opportunity in your LeadConnector app. Experience a seamless data transfer, thus reducing manual work, enhancing productivity, and ensuring your opportunities are always up to date with the latest information. Turn your focus towards the bigger picture - closing deals, rather than juggling between apps.
- When this happens...New Loop
Triggers when a new loop is created.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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ProfileRequired
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
ProfileRequired
Loop NameRequired
Transaction TypeRequired
Template
Street Name
Street Number
Unit
City
State
Zip Code
County
Country
MLS Property ID
MLS ID
Your Agent MLS ID
NRDS ID
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Workflow IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
