Close + Dotloop Integration

Q: Can I automatically create a Dotloop loop when a new lead is created in Close?

Yes, you can set up a ready automation to create a Dotloop loop whenever a new lead is created in Close, or use Integrately AI to customise your workflow.

Q: Can I connect Close, Dotloop, and Google Sheets?

All three apps work together seamlessly in multi-step automations. When a lead is created in Close, it creates a loop in Dotloop and logs a row in Google Sheets, alongside other integrations and 1,500+ other apps.

Q: What is a good Zapier alternative for Close and Dotloop?

Most alternatives charge high fees for multi-step flows, but Integrately offers 20 million+ templates, 1,500+ integrations, and 24/5 live chat support at 3x to 10x lower cost.

Q: How are lead status updates handled between Close and Dotloop?

You can update lead records and sync transaction stages automatically using ready-made templates from the Close and Dotloop integration.

Q: Can I sync contact details from Dotloop back into Close?

Yes, when loops are created or updated in Dotloop, you can automatically update matching contacts in Close using ready automation templates.

Q: Do I need coding skills to automate Close and Dotloop?

No coding skills are required to connect Close and Dotloop. You can choose from ready templates or use Integrately AI to build your automation instantly.

Q: Is the Close and Dotloop integration free?

The Close and Dotloop integration is available on Integrately with a free forever plan, giving you access to ready workflows and automated tasks.

Integrate Close to Dotloop in one click, or tell Integrately AI how you want each lead handled. Create loops, sync contacts, manage documents, and close real estate transactions automatically.

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Free forever.

Use premium features free for 14 days.

Opportunity status change activity is updated in Close Instant
Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change activity is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close
Loop is created in Dotloop

Search contact in Close
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close
Create loop in Dotloop
Create contact in Dotloop

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Ready Workflows for Close + Dotloop Integration

Capture leads, create loops, organise real estate transactions, update contacts, and close deals, all in just one click.

Create Dotloop loop from new Close contact

Anytime a new contact is created in your Close, 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 Close - 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.

Activate

Create Close opportunity for new Dotloop loop

Dotloop + Close Integration

Activate

Create Dotloop loop for new Close opportunity

Close + Dotloop Integration

Activate

Create Close task for new Dotloop loop

Dotloop + Close Integration

Activate

Create Dotloop contact for new Close 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 Close - Dotloop integration, anytime a new Close 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.

Activate

When Contact is created in Close > Check condition > Create contact in Dotloop

Close + Dotloop Integration

Activate

When Contact is updated in Close > Check condition > Create contact in Dotloop

Close + Dotloop Integration

Activate

When Lead is created in Close > Check condition > Create contact in Dotloop

Close + Dotloop Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Dotloop flow

Connect secondary tools to sync data across sheets, sign documents, and notify your team the moment a transaction progresses. Pick a combination and activate it in one click.

Google Sheets (3)

DocuSign (3)

Calendly (3)

Slack (3)

QuickBooks Online (3)

Gmail (3)

Add every new Close lead to your Dotloop account, and log the details in Google Sheets

New Close leads automatically generate a Dotloop loop and log a row in Google Sheets, removing manual data entry.

When a loop is created in Dotloop, update the lead in Close, and record the transaction in Google Sheets

Dotloop loops update your Close leads and Google Sheets rows instantly, keeping all records aligned.

Use ChatGPT to evaluate new Close leads, create a Dotloop loop, and log the record in Google Sheets

ChatGPT qualifies Close leads before triggering a Dotloop loop and logging the approved data in Google Sheets.

Create a Dotloop loop for new Close leads, and send an agreement via DocuSign

New Close leads instantly trigger a Dotloop loop and dispatch a DocuSign agreement for signing.

When a loop is created in Dotloop, update the Close contact and send a verification document in DocuSign

Dotloop loops update Close contacts and initiate DocuSign agreements automatically.

Use Claude to draft agreement terms for new Close leads, create a Dotloop loop, and send via DocuSign

Claude generates custom terms for Close leads before setting up a Dotloop loop and sending a DocuSign envelope.

Add Calendly bookings to Close as leads, and automatically create a corresponding Dotloop loop

Calendly bookings create Close leads and set up Dotloop loops the moment a client schedules a meeting.

When a loop is created in Dotloop, update the Close lead and schedule a follow-up meeting in Calendly

Dotloop loops update Close leads and schedule client check-ins through Calendly automatically.

Use Gemini to categorise Calendly bookings, create a Close lead, and set up a Dotloop loop

Gemini analyses Calendly bookings to route leads into Close and trigger appropriate Dotloop loops.

Create a Dotloop loop for new Close leads, and notify your sales channel in Slack

New Close leads create Dotloop loops and instantly alert your sales team in Slack.

When a loop is created in Dotloop, update the Close lead and post an update in Slack

Dotloop loops update Close leads and broadcast transaction updates directly to Slack.

Use Perplexity to summarise new Close leads, create a Dotloop loop, and announce the brief in Slack

Perplexity extracts key insights from Close leads before creating a Dotloop loop and posting a briefing in Slack.

Create a Dotloop loop for new Close leads, and generate a customer record in QuickBooks Online

New Close leads trigger a Dotloop loop and establish a customer profile in QuickBooks Online.

When a loop is created in Dotloop, update the Close lead and create an invoice in QuickBooks Online

Dotloop loops update Close leads and generate billing invoices in QuickBooks Online automatically.

Use ChatGPT to evaluate Close lead budgets, create a Dotloop loop, and set up an invoice in QuickBooks Online

ChatGPT analyses Close lead budgets before setting up a Dotloop loop and generating a QuickBooks Online invoice.

Create a Dotloop loop for new Close leads, and send a welcome email via Gmail

New Close leads create Dotloop loops and instantly send a personalised welcome email through Gmail.

When a loop is created in Dotloop, update the Close lead and send a transaction update via Gmail

Dotloop loops update Close leads and send status update emails through Gmail automatically.

Use Claude to draft personalised property summaries, create a Dotloop loop, and send via Gmail

Claude generates tailored property notes for Close leads before setting up a Dotloop loop and emailing via Gmail.

Supported triggers and actions for Close and Dotloop

Mix and match to build the exact automation you need

Close Triggers & Actions

Instant

Opportunity status change activity is updated in Close

Triggers the automation when the status of any opportunity changes

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Instant

Custom activity is created or updated in Close

Triggers the automation when a custom activity is created or updated

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Instant

Lead Status change is created in Close

Triggers the automation when the status of a lead changes

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Instant

Export is created in Close

Triggers the automation when a new export occurs

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Instant

Membership is activated in Close

Triggers the automation when a membership is activated

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Instant

Email Sequence Subscription created or updated in Close

Triggers the automation when a subscriber is added or updated

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Lead is created using search query in Close

Triggers the automation when a new lead has been added based on search criteria

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Instant

Lead is created in Close

Triggers the automation when a new lead is created

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Instant

Contact is created in Close

Triggers the automation when a new contact is created

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Instant

Contact is updated in Close

Triggers the automation when a contact is updated

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Instant

Opportunity status change activity is created in Close

Triggers the automation when the status of any opportunity changes

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Instant

Opportunity is created in Close

Triggers the automation when any opportunity is updated

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Instant

Email is created in Close

Triggers the automation when a new email is created

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Instant

Call record is updated in Close

Triggers the automation when call details are modified

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Instant

Call record is created in Close

Triggers the automation when a new call record is created

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Instant

Task is created in lead in Close

Triggers the automation when a new task is created for any lead

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Instant

SMS is created in Close

Triggers the automation when a SMS is created

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Instant

Meeting is created in Close

Triggers the automation when a new meeting is scheduled

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Note is created in Close

Triggers the automation when a new note is created

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Search contact in Close

Finds and retrieves contact information

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Update lead in Close

Updates the lead information

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Search lead in Close

Retrieves information for a particular lead

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Create lead in Close

Generates new leads for potential customers

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Update task in Close

Updates the task

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Create task in Close

Creates a new task

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Search task in Close

Searches for a task

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Search opportunity in Close

Searches for a opportunity

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Update opportunity in Close

Updates the opportunity

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Create opportunity in Close

Creates a new instance of the support system

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Create contact in Close

Adds a new contact to the database

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Update contact in Close

Updates contact information

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Create note in Close

Creates a new note in the particular format

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Update note in Close

Updates a note

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Search note in Close

Searches for a note

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Create email in Close

Adds a new contact to the contact list

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Search user in Close

Searches for a user

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Create SMS in Close

Creates a new sms

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Create custom activity in Close

Logs a new custom activity

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Run activity overview report in Close

Runs an activity overview report

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Delete logged call in Close

Removes a recorded phone conversation

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Create export in Close

Generates a new data export

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Run sent email report in Close

Runs a sent email report

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Subscribe Contact to Email Sequence in Close

Subscribes a contact to an email sequence

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Search custom activity in Close

Searches for a custom activity

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Add address to lead in Close

Updates lead information with address details

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Delete email in Close

Deletes particular emails from inbox

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Merge two leads in Close

Merges two leads

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Create bulk email in Close

Sends multiple emails to a list of recipients using a pre-set template

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Run opportunity report in Close

Runs an opportunity report

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Create smart view in Close

Creates a new smart view

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Run status change report in Close

Runs a status change report

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Toggle Forwarding on Phone Number in Close

Toggles forwarding on a phone number

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Update custom activity in Close

Updates a particular custom activity with new information

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Update smart view in Close

Updates smart view

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Update email sequence subscription in Close

Updates an email sequence subscription

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Delete email address from contact in Close

Removes an email address from a contact list

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Create bulk sequence subscription action in Close

Subscribes multiple leads to an email sequence in bulk

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Search email sequence subscription in Close

Searches for an email sequence subscription

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Search number of Leads in Query in Close

Searches for the number of leads in a query

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Search connected account in Close

Searches for linked accounts to streamline account management

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Get activity by id in Close

Retrieves a activity details by its id

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Create call in Close

Initiates a call to the recipient

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Update call in Close

Updates call information

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Search call in Close

Searches for a call

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Dotloop Triggers & Actions

Loop is created in Dotloop

Triggers the automation when a new loop has been set up

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What can you automate with Close + Dotloop?

Streamline your real estate workflow by connecting prospect management in Close directly to transaction execution in Dotloop.

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🔄

Create loops from new leads instantly

Automatically generate a new Dotloop loop the moment a lead is created in Close, eliminating manual data copying between systems.

📋

Capture every submitted contact detail

Map phone numbers, email addresses, and custom property preferences from Close straight into your Dotloop contact records.

🔔

Alert your team the second deals start

Notify agents and coordinators in real time whenever a new Close lead successfully initialises a property loop.

🔀

Route transactions based on lead criteria

Send high-value buyer leads to specialised Dotloop loops while routing standard inquiries to general processing queues.

🔄

Keep CRM records and loops synchronised

Update lead stages in Close automatically whenever transaction statuses change inside your Dotloop workspace.

➕

Prevent duplicate contacts across apps

Search existing database records before creating new contacts in Dotloop, ensuring clean and organized client lists.

📅

Handle later status changes smoothly

Trigger follow-up tasks in Close when a Dotloop transaction moves to final review or closes successfully.

📊

Extend flows to Google Sheets for reporting

Log every automated Close and Dotloop interaction into Google Sheets for comprehensive performance tracking.

And much more...

Who is Close + Dotloop integration for?

Connecting Close and Dotloop helps sales teams and real estate agents eliminate manual data entry, streamline document management, and close property deals faster.

Sales Managers

Real Estate Agents

Transaction Coordinators

Operations Teams

Closing Specialists

Compliance Officers

📈

Sales Managers

You rely on pipeline metrics in Close to forecast monthly revenue, but tracking sheets only update when team members manually export leads, so your figures are always outdated — this integration means every new lead and loop updates instantly and your reporting stays current.

⚡

Real Estate Agents

You need to initiate property transactions the second a buyer responds in Close, but manual setup delays deal creation until hours later — automating both apps means every prospect transitions directly into a Dotloop loop the moment they convert.

🤝

Transaction Coordinators

You answer to brokers and clients who expect immediate document preparation, but manual handoffs between CRM records cause frustrating bottlenecks — connecting these apps means every new loop triggers documentation workflows without delay.

📋

Operations Teams

High volumes of incoming prospect inquiries overwhelm staff who try to keep CRM accounts and transaction files synchronised by hand, leading to missed client records — automating both apps means every lead maps directly into Dotloop without human error.

🔄

Closing Specialists

You depend on sales reps to hand over complete client details before you can process paperwork in Dotloop, but missing fields stall your progress — with this integration, complete lead data flows straight from Close into your transaction manager.

🗂️

Compliance Officers

You audit real estate files for accuracy and keep finding gaps between customer communications in Close and formal loops in Dotloop — this integration means every transaction maintains a reliable, complete audit trail from start to finish.

Try This Integration – No Code Needed

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Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Close + Dotloop

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

1,500+ apps connected

Connect Close + Dotloop with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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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Frequently Asked Questions

How do I connect Close to Dotloop?

You can connect Close and Dotloop in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields. You can also connect Google Sheets, Slack, Gmail, and 1,500+ other apps.

Can I automatically create a Dotloop loop when a new lead is created in Close?

Can I connect Close, Dotloop, and Google Sheets?

What is a good Zapier alternative for Close and Dotloop?

How are lead status updates handled between Close and Dotloop?

Can I sync contact details from Dotloop back into Close?

Do I need coding skills to automate Close and Dotloop?

Is the Close and Dotloop integration free?

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Want to automate something else in your workflow?

You Can Also Connect Close or Dotloop With 1500+ Other Apps

Popular Close Integrations

Connect Close to CRMs, email marketing tools, and communication platforms to manage pipelines and follow up with leads.

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Close Integrations

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Popular Dotloop Integrations

Sync Dotloop with document storage, e-signature tools, and real estate portals to streamline property document workflows.

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Dotloop Integrations

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Close + Dotloop Integration

Integrate Close to Dotloop in one click, or tell Integrately AI how you want each lead handled. Create loops, sync contacts, manage documents, and close real estate transactions automatically.

Trusted by experts at...

Ready Workflows for Close + Dotloop Integration

Capture leads, create loops, organise real estate transactions, update contacts, and close deals, all in just one click.

Create Dotloop loop from new Close contact

Create Close opportunity for new Dotloop loop

Create Dotloop loop for new Close opportunity

Create Close task for new Dotloop loop

Create Dotloop contact for new Close contact

When Contact is created in Close > Check condition > Create contact in Dotloop

When Contact is updated in Close > Check condition > Create contact in Dotloop

When Lead is created in Close > Check condition > Create contact in Dotloop

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Dotloop flow

Connect secondary tools to sync data across sheets, sign documents, and notify your team the moment a transaction progresses. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Dotloop

Mix and match to build the exact automation you need

What can you automate with Close + Dotloop?

Streamline your real estate workflow by connecting prospect management in Close directly to transaction execution in Dotloop.

Who is Close + Dotloop integration for?

Connecting Close and Dotloop helps sales teams and real estate agents eliminate manual data entry, streamline document management, and close property deals faster.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Close + Dotloop

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Close or Dotloop With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

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Close + Dotloop Integration

Integrate Close to Dotloop in one click, or tell Integrately AI how you want each lead handled. Create loops, sync contacts, manage documents, and close real estate transactions automatically.

Trusted by experts at...

Ready Workflows for Close + Dotloop Integration

Capture leads, create loops, organise real estate transactions, update contacts, and close deals, all in just one click.

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Close + Dotloop flow

Connect secondary tools to sync data across sheets, sign documents, and notify your team the moment a transaction progresses. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Dotloop

Mix and match to build the exact automation you need

What can you automate with Close + Dotloop?

Streamline your real estate workflow by connecting prospect management in Close directly to transaction execution in Dotloop.

Who is Close + Dotloop integration for?

Connecting Close and Dotloop helps sales teams and real estate agents eliminate manual data entry, streamline document management, and close property deals faster.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Close + Dotloop

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Close or Dotloop With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click