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Dotloop
Dotloop
1. Choose trigger event
HubSpot
HubSpot
2. Choose action
1. Select the event
Setup
Test
Dotloop
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Loop" from Dotloop.
Add your action
An action happens after the trigger—such as "Update Contact Subscription Preferences" in HubSpot.
You’re connected!
Zapier seamlessly connects Dotloop and HubSpot, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Halt my task if contact is already a member of the list
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Company
Creates a Company in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Associations
Creates associations between objects.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Halt task if any associations error occurred
Engagement Type
Required
Assigned To
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Social Media Channel
Required
Message Content
Required
When
Save as draft
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Note
Name
Required
Company
Contact
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete CRM Object
Deletes a CRM object from HubSpot
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Product ID
Required
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Line_item
Creates a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Contact Email Address
Required
Event ID
Required
Contact Value
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Get CRM Object
Gets a CRM object from HubSpot by ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
List Name
Required
Contact
Required
Halt my task if contact wasn't a member of the list
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Ticket
Creates a Ticket in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Contact
Update a Contact in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Line_item
Update a Line_item in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Product
Update a Product in HubSpot.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Type of Custom Object
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Folder
Required
Filename
Required
Access level
Required
File
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Associations
Find associations between objects.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Object Type
Required
Pipeline Id
Required
Stage Id
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Type of Custom Object
Required
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Note
Additional properties to retrieve
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Dotloop and HubSpot with AI agents and code
Beyond Zap workflows. Call Dotloop and HubSpot actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Dotloop and HubSpot actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Loop
Update Contact Subscription Preferences
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Dotloop and HubSpot
Track new transactions in CRM
When a new loop is created in Dotloop, Zapier can automatically log the transaction as a new deal in HubSpot. This helps you maintain an up-to-date view of your business pipeline, saving time on manual data entry and improving visibility for better decision-making.
When a deal in HubSpot gets updated to a new stage, Zapier can trigger a new loop in Dotloop to align documents and task tracking for that stage. This ensures seamless collaboration and project workflow management without manual updates.
When a new contact is added in HubSpot, Zapier can automatically create a new loop in Dotloop. This helps sales ops teams streamline the lead-to-transaction process, reducing manual effort and enhancing accuracy.
Level up your Dotloop to HubSpot integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Dotloop + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dotloop and HubSpot
How do I integrate Dotloop with HubSpot through our platform?
To integrate Dotloop with HubSpot using our platform, you'll need to create a Zap. The process involves selecting Dotloop as your trigger app and choosing a specific trigger, such as 'New Loop' or 'Loop Status Change.' Next, select HubSpot as your action app and decide on the corresponding action you want to occur, like 'Create or Update Contact.'
What triggers are available for Dotloop in the integration?
When integrating Dotloop with HubSpot, the available triggers include 'New Loop,' 'Updated Loop,' and 'Loop Status Change.' These triggers allow you to automate actions in HubSpot based on specific events occurring in Dotloop.
Can I update existing contacts in HubSpot based on activities in Dotloop?
Yes, you can update existing contacts in HubSpot when certain activities occur in Dotloop by setting up actions such as 'Update Contact' triggered by 'New Loop' or other status changes within Dotloop.
Is it possible to create new deals in HubSpot from Dotloop loops?
Absolutely. You can configure our integration to create new deals within HubSpot whenever a new loop is created or a loop status changes in Dotloop. Just select the appropriate trigger from Dotloop and link it with the 'Create Deal' action in HubSpot.
What happens when a loop is completed or closed in Dotloop? Can this trigger actions in HubSpot?
Yes, when a loop is completed or closed in Dotloop, this change can trigger actions such as tagging contacts or updating deal stages within your connected HubSpot account.
Are there any limitations to be aware of when using this integration?
While our integration allows comprehensive automation between Dotloop and HubSpot using various triggers and actions, it's important to ensure that both applications are set correctly and that fields match appropriately for seamless data transfer.
Do I need any special permissions to set up the integration between these two apps using our platform?
To set up integrations between Dotloop and HubSpot via our platform, ensure you have administrative permissions for both applications. This access is necessary to authorize data sharing and manage automation workflows effectively.
About Dotloop
Dotloop is the complete real estate transaction management solution that empowers agents and brokers to get deals done.
