Try It

Create loops in Dotloop for new opportunities in Salesforce

  1. When this happensStep 1: New Record

  2. Then do thisStep 2: Create Loop

Easily transfer opportunity information from Salesforce to Dotloop with this helpful integration. Use this integration to automatically create loops in Dotloop whenever a new opportunity is created in Salesforce. Track your loops and opportunities with ease!

Try It

Connect Dotloop + Salesforce in Minutes

It's easy to connect Dotloop + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

New Loop

Triggers when a new loop is created.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).