Connect Dotloop and HubSpot to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Dotloop to HubSpot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Dotloop with HubSpot - no code necessary. See how you can get setup in minutes.
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.
- ProfileRequired
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling
- ProfileRequired
- Loop NameRequired
- TransactionTypeRequired
- Template
- StreetName
- StreetNumber
- Unit
- City
- State
- ZipCode
- County
- Country
- MLS Property ID
- MLS ID
- Your Agent MLS ID
- NRDS ID
ActionWrite- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling- Note
- Additional properties to retrieve
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
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.
Business OwnerSync task progress with CRM
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.
Project ManagementLog new leads in transaction management
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.
Sales OpsLearn how to automate HubSpot on the Zapier blog
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.
