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Dotloop + Salesforce

Create loops in Dotloop for new opportunities in Salesforce

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!

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!

  1. When this happens...
    SalesforceSalesforce
    New Record

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

    TriggerScheduled
  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?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Dotloop

Dotloop is the complete real estate transaction management solution that empowers agents and brokers to get deals done.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Salesforce is a leading enterprise customer relationship manager (CRM) application.

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