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.
- When this happens...New Loop
Triggers when a new loop is created.
- automatically do this!Create Module Entry
Creates a new entry in a module
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ProfileRequired
Try ItNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead 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.
Try It
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
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.
Try ItNew 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.
Try ItModuleRequired
Try It
