Bigin by Zoho CRM + Dotloop Integration

Integrate Bigin by Zoho CRM to Dotloop in one click, or tell Integrately AI how you want each deal handled. Sync transactions, manage documents, update contacts, and track closing progress automatically.

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1.
  • Bigin by Zoho CRM
    Contact is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Contact is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Task is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Event is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Call is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Product is created in Bigin by Zoho CRM
  • Dotloop
    Loop is created in Dotloop
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2.
  • Bigin by Zoho CRM
    Create deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company by field in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    List contact deals by contact id in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get company by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create call in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get contact by ID in Bigin by Zoho CRM
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop

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Ready Workflows Ready Workflows for Bigin by Zoho CRM + Dotloop Integration

Sync transactions, update contact details, log closing documents, and track pipeline progress, all in just one click.

Most popular automationsmost-popular-automations
Bigin by Zoho CRM + Dotloop Integration

Create Dotloop loop from new Bigin by Zoho CRM contact

Anytime a new contact is created in your Bigin by Zoho CRM, a new loop will automatically be created in your Dotloop. This ensures that all of your loop are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Bigin by Zoho CRM - Dotloop integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Bigin by Zoho CRM + Dotloop Integration

Create Dotloop contact for new Bigin by Zoho CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Bigin by Zoho CRM - Dotloop integration, anytime a new Bigin by Zoho CRM contact is created, an Dotloop contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Bigin by Zoho CRM + Dotloop flow

Manage document signatures, send client newsletters, schedule closing meetings, and track invoices after your real estate workflow finishes. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Dotloop
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Google DriveGoogle Drive (8)
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DocuSignDocuSign (8)
+
MailchimpMailchimp (8)
+
GmailGmail (8)
+
Google CalendarGoogle Calendar (8)
+
QuickBooks OnlineQuickBooks Online (8)
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Save every Dotloop transaction document to Google Drive, and create a deal in Bigin by Zoho CRM.
Dotloop transaction files are saved in Google Drive and logged as a new deal in Bigin by Zoho CRM instantly.
B
G
D
Create a Google Drive folder for every new Bigin by Zoho CRM contact, and create a loop in Dotloop.
New Bigin by Zoho CRM contacts instantly generate a dedicated Google Drive folder and a new loop in Dotloop.
B
G
D
When a deal is created in Bigin by Zoho CRM, set up a Google Drive folder and create a Dotloop loop.
New Bigin by Zoho CRM deals instantly trigger a Google Drive project folder and a matching Dotloop loop.
D
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Create a Google Drive folder for every new Dotloop loop, and update the matching deal in Bigin by Zoho CRM.
New Dotloop loops generate a Google Drive folder and update the corresponding Bigin by Zoho CRM deal.
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If a Dotloop loop is residential, create a residential folder in Google Drive and update Bigin by Zoho CRM.
Residential Dotloop loops trigger a specific Google Drive folder and update the Bigin by Zoho CRM deal.
D
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When a Dotloop loop status changes, move the documents in Google Drive and update Bigin by Zoho CRM.
Dotloop loop status updates move transaction files in Google Drive and update Bigin by Zoho CRM records.
D
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Use Claude to summarise Dotloop transaction documents, save the summary in Google Drive, and update Bigin by Zoho CRM.
Claude summarises Dotloop documents, saves the notes in Google Drive, and updates Bigin by Zoho CRM deals.
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A
Turn every new Dotloop loop into a Google Drive folder, create a Bigin by Zoho CRM deal, and schedule a task in Asana.
New Dotloop loops generate a Google Drive folder, a Bigin by Zoho CRM deal, and an Asana onboarding task.

Supported triggers and actions for Bigin by Zoho CRM and Dotloop

Mix and match to build the exact automation you need

Bigin by Zoho CRM
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
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Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
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Company is updated in Bigin by Zoho CRM
Triggers the automation when a company is updated
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Contact is updated in Bigin by Zoho CRM
Triggers the automation when a contact is updated
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Deal is updated in Bigin by Zoho CRM
Triggers the automation when a deal is updated
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Deal is created in Bigin by Zoho CRM
Triggers the automation when a deal is created
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Task is created in Bigin by Zoho CRM
Triggers the automation when a new task is created
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Event is created in Bigin by Zoho CRM
Triggers the automation when a new event is created
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Call is created in Bigin by Zoho CRM
Triggers the automation when a new call is made
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Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
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Create deal in Bigin by Zoho CRM
Generates a new deal with
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Search company by field in Bigin by Zoho CRM
Finds information about a company
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Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
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Create contact in Bigin by Zoho CRM
Adds a new contact to the database
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Update contact in Bigin by Zoho CRM
Updates contact information with new details
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List contact deals by contact id in Bigin by Zoho CRM
Lists all deals associated with a contact by contact id
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Update deal in Bigin by Zoho CRM
Updates deal information based on new criteria or changes
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Search deal in Bigin by Zoho CRM
Retrieves and find a deal
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Search deal by ID in Bigin by Zoho CRM
Searches for a deal by its unique id
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Create company in Bigin by Zoho CRM
Generates a new company profile with given details
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Search company in Bigin by Zoho CRM
Finds information about a company
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Update company in Bigin by Zoho CRM
Updates company information
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Get company by ID in Bigin by Zoho CRM
Retrieves a company's details using its id
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Create task in Bigin by Zoho CRM
Creates a new task
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Search task in Bigin by Zoho CRM
Searches for a task
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Update task in Bigin by Zoho CRM
Updates the task with new information or changes
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Create call in Bigin by Zoho CRM
Initiates a call to the recipient
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Create event in Bigin by Zoho CRM
Adds a new contact to the contact list
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Update event in Bigin by Zoho CRM
Updates event details with the latest information
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Search event in Bigin by Zoho CRM
Conduct a search for events based on particular criteria
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Update product in Bigin by Zoho CRM
Updates product information
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Search product in Bigin by Zoho CRM
Searches for a product
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Create product in Bigin by Zoho CRM
Generates and launch new products
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Get contact by ID in Bigin by Zoho CRM
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Dotloop
Dotloop Triggers & Actions
Loop is created in Dotloop
Triggers the automation when a new loop has been set up
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Create loop in Dotloop
Creates a new loop
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Create contact in Dotloop
Adds a new contact to the database
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What can you automate with Bigin by Zoho CRM + Dotloop?

Streamline your real estate workflows by automating transactions, syncing client contacts, and managing pipeline stages across your entire stack.

What you can automate?
🏠
Sync Dotloop loops to Bigin deals automatically
Create a deal in Bigin by Zoho CRM the moment a new loop is created in Dotloop. Eliminate manual copy-pasting between your real estate software and CRM.
📋
Capture every submitted transaction field
Map all available Dotloop property details and client answers directly into Bigin by Zoho CRM custom fields. Ensure your CRM records contain complete information.
🔔
Alert your team instantly on new loops
Notify agents and staff the second a new transaction or contact is registered in Dotloop or Bigin by Zoho CRM. Keep everyone aligned on active deals.
🔀
Route deals based on property type
If a Dotloop transaction is marked residential, create a priority deal in Bigin by Zoho CRM; otherwise, log it as a commercial opportunity.
🔄
Keep pipeline stages synchronized
Update Bigin by Zoho CRM deals automatically whenever a Dotloop loop status changes. Maintain accurate pipeline visibility without manual touchpoints.
🔍
Upsert contacts to avoid duplicates
Search for existing contacts in Bigin by Zoho CRM before creating new ones, updating records when matches are found to keep your database clean.
Handle closed and completed transactions
When a Dotloop loop is marked closed, automatically update the corresponding Bigin by Zoho CRM deal stage to won and trigger next steps.
📁
Connect document storage and signatures
Trigger Google Drive folder creation or DocuSign agreements automatically when a new Bigin by Zoho CRM deal or Dotloop loop is created.
And much more...

Who is Bigin by Zoho CRM + Dotloop integration for?

Real estate professionals, sales managers, and transaction coordinators use this integration to eliminate manual data entry, streamline document management, and keep pipelines updated effortlessly.

Real estate data analysts
Real estate data analysts
Real estate sales agents
Real estate sales agents
Transaction coordinators
Transaction coordinators
Brokerage operations managers
Brokerage operations managers
Admin support assistants
Admin support assistants
Compliance and audit officers
Compliance and audit officers
📈
Real estate data analysts
You're tracking property transactions across multiple platforms but your CRM reports only update when someone manually exports records, so the metrics you're reviewing against are always a few hours behind — with this integration, every new loop lands in your pipeline instantly and your data stays current.
Real estate sales agents
You need to act fast when new buyer inquiries arrive, but you find out about client updates long after agreements are signed — automating both apps means every transaction alert hits your CRM immediately so you can follow up without delay.
🤝
Transaction coordinators
You answer to clients and brokers who want constant updates on document progress, but checking multiple systems leaves you scrambling for answers — connecting these apps means your pipeline and document statuses stay perfectly synchronised for everyone involved.
🏢
Brokerage operations managers
The volume of property listings and buyer submissions is too high for anyone to keep up with by hand, leading to missed entries and messy records — automating both apps means every new submission flows into your system without manual effort.
📋
Admin support assistants
You own the closing paperwork step and depend on sales agents to hand over client details before you can begin work, causing frustrating bottlenecks — this integration means records are handed off automatically the moment a deal is created.
🛡️
Compliance and audit officers
You need a reliable history of every real estate transaction, but manual record-keeping keeps leaving audit gaps and missing fields — automating both apps means every contact and deal is logged accurately with complete historical trails.
Our team

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Why choose Integrately to automate Bigin by Zoho CRM + Dotloop

Build and manage your Bigin by Zoho CRM + Dotloop automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Bigin by Zoho CRM + Dotloop with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to Dotloop?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Dotloop in 1 click using ready templates or by using Integrately AI. You can also integrate apps like Google Drive, DocuSign, and Gmail into your workflow.
Can I automatically create a deal in Bigin by Zoho CRM when a new loop is created in Dotloop?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Dotloop, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Dotloop?
Frequently Asked Questions
How does Bigin by Zoho CRM handle deal and contact data in this integration?
Frequently Asked Questions
How does Dotloop manage property loops during synchronization?
Frequently Asked Questions
Can I set up this real estate automation without any coding experience?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Dotloop integration free?
Frequently Asked Questions
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You Can Also Connect Bigin by Zoho CRM or Dotloop With 1500+ Other Apps

Bigin by Zoho CRM
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Sync Dotloop with document management, electronic signature, and communication platforms to streamline real estate closings.
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