Dotloop + LeadConnector
Create and update LeadConnector contacts from new Dotloop loops
Effortlessly keep your contacts updated with this streamlined workflow. When a new loop is created in Dotloop, the contact information is instantly added or updated in LeadConnector, ensuring that your client database stays organized and up-to-date. Save time and eliminate manual data entry with this efficient automation.
Effortlessly keep your contacts updated with this streamlined workflow. When a new loop is created in Dotloop, the contact information is instantly added or updated in LeadConnector, ensuring that your client database stays organized and up-to-date. Save time and eliminate manual data entry with this efficient automation.
- When this happens...New Loop
Triggers when a new loop is created.
- automatically do this!Add/Update Contact
Adds or updates an existing contact.
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ProfileRequired
Try ItIn PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
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
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
