Dotloop + Zoho CRM

Create Zoho CRM module entries from new Dotloop loops

When a new loop occurs in your Dotloop account, don't waste time on manual data entry, instead, let this automation streamline your process. With this workflow, every time a new loop event in Dotloop takes place, a module entry will be created in your Zoho CRM. This instantly keeps your CRM updated, solving the problem of manual data entry while saving time.

When a new loop occurs in your Dotloop account, don't waste time on manual data entry, instead, let this automation streamline your process. With this workflow, every time a new loop event in Dotloop takes place, a module entry will be created in your Zoho CRM. This instantly keeps your CRM updated, solving the problem of manual data entry while saving time.

  1. When this happens...
    DotloopDotloop
    New Loop

    Triggers when a new loop is created.

    TriggerScheduled
  2. automatically do this!
    Zoho CRMZoho CRM
    Create Module Entry

    Creates a new entry in a module

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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

    Action
    Write
  • Zoho CRM triggers, actions, and search

    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Contact

    Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
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About Dotloop

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