Microsoft Office 365 + Dotloop Integration

Integrate Dotloop to Microsoft Office 365 in one click, or tell Integrately AI how you want each loop handled. Create calendar events, schedule client meetings, update your team on new documents, and send follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
  • Dotloop
    Loop is created in Dotloop
Arrow Right
2.
  • Microsoft Office 365
    Retrieve Event Attachment in Microsoft Office 365
  • Microsoft Office 365
    Retrieve Message Attachment in Microsoft Office 365
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop

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Ready Workflows Ready Workflows for Dotloop + Microsoft Office 365 Integration

Schedule events, send emails, organise contacts, update calendar schedules, and manage team updates, all in just one click.

Most popular automationsmost-popular-automations
Dotloop + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new Dotloop loop

Whenever a new loop is created in your Dotloop, you'll want to communicate with your team to make sure everyone is on the same page. Sending Microsoft Office 365 message ensures that everyone knows about the new loop and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more loops. In short, this Dotloop - Microsoft Office 365 integration is essential for any business to stay organized and ensure that the team is always aware of new loops.
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Microsoft Office 365 + Dotloop Integration

Create Dotloop loop for new Microsoft Office 365 event

Are you using Microsoft Office 365 to manage your events? If so, did you know that you can also create loops in your Dotloop directly from Microsoft Office 365 events?

This makes tracking your sales and appointments a breeze and ensures that all of your data is organized and easily accessible. Also, your employees can quickly access crucial customer information from a single, convenient place.
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Microsoft Office 365 + Dotloop Integration

Create Dotloop loop from new Microsoft Office 365 contact

Anytime a new contact is created in your Microsoft Office 365, 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 Microsoft Office 365 - 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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Microsoft Office 365 + Dotloop Integration

Create Dotloop contact for new Microsoft Office 365 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 Microsoft Office 365 - Dotloop integration, anytime a new Microsoft Office 365 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 Dotloop + Microsoft Office 365 flow

Bring in CRM records, send contracts, capture leads, store documents, and schedule follow-up meetings across your entire real estate stack. Pick a combination and activate it in one click.

Microsoft Office 365
Dotloop
+
SalesforceSalesforce (3)
+
DocuSignDocuSign (2)
+
HubspotHubspot (2)
+
Google DriveGoogle Drive (2)
+
CalendlyCalendly (2)
+
SlackSlack (2)
M
D
S
When an email is received in Microsoft Office 365, create a loop in Dotloop and add a contact in Salesforce
New emails arriving in Microsoft Office 365 instantly generate a loop in Dotloop and a contact in Salesforce without manual data entry.
D
M
S
When a loop is created in Dotloop, send an email in Microsoft Office 365 and create a contact in Salesforce
Every new Dotloop loop triggers a Microsoft Office 365 email notification and a new Salesforce contact record instantly.
M
D
S
When a calendar event is updated in Microsoft Office 365, create a contact in Dotloop and update the record in Salesforce
Calendar updates in Microsoft Office 365 keep Dotloop contacts and Salesforce records perfectly synchronised.

Supported triggers and actions for Microsoft Office 365 and Dotloop

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
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Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
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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 Dotloop + Microsoft Office 365?

Streamline your real estate operations by connecting client loops, contact details, calendar events, and email workflows into a single unified system.

What you can automate?
🔄
Sync Dotloop loops with Microsoft Office 365 calendar events
Create a calendar event in Microsoft Office 365 automatically whenever a new loop is established in Dotloop, keeping your schedule aligned with active transactions.
📥
Capture every email detail into Dotloop records
Map incoming client messages from Microsoft Office 365 directly into new Dotloop loops so all communication history is preserved in one place.
📢
Notify your team the moment a transaction starts
Send instant email notifications through Microsoft Office 365 whenever a new loop is created in Dotloop to keep agents informed immediately.
🔀
Route tasks based on submitted email content
Trigger different actions depending on whether an incoming Microsoft Office 365 email contains buyer or seller documentation requirements.
🔄
Keep contact details updated across both platforms
Update contact records in Microsoft Office 365 whenever corresponding client information changes inside your Dotloop workspace.
🔍
Search and update existing records automatically
Search for existing contacts in Microsoft Office 365 before creating new entries, preventing duplicate records during active transactions.
📅
Manage schedule updates when calendar events end
Trigger follow-up actions and update contact statuses automatically when a Microsoft Office 365 calendar event concludes.
🔌
Extend your workflow to external team tools
Connect your core Dotloop and Microsoft Office 365 setup with Slack or Google Drive to archive documents and notify stakeholders effortlessly.
And much more...

Who is Dotloop + Microsoft Office 365 integration for?

Real estate professionals, transaction coordinators, and agency managers depend on seamless synchronisation between their document workflows and client schedules to close deals faster.

Real estate brokers
Real estate brokers
Transaction coordinators
Transaction coordinators
Real estate agents
Real estate agents
Managing brokers
Managing brokers
Assistant coordinators
Assistant coordinators
Compliance managers
Compliance managers
📈
Real estate brokers
You're reviewing active loops in Dotloop but your reporting schedule only updates when someone manually exports records, so the transaction counts you rely on are always a few hours behind — this integration means every new loop lands in your system instantly and your tracking stays current.
⏱️
Transaction coordinators
You need to schedule client meetings as soon as emails arrive in Microsoft Office 365, but finding out too late delays closing paperwork — automating both apps means calendar events are created the moment correspondence comes in and deadlines are never missed.
🤝
Real estate agents
You answer client questions about document progress while juggling multiple property listings, but manual status updates take precious time away from selling — with this integration, every loop update triggers instant email notifications and your clients stay informed.
📊
Managing brokers
The volume of buyer and seller documents passing through Dotloop is too high for anyone to keep up by hand, leading to scattered records and missed calendar slots — this integration means every transaction automatically syncs contacts and schedules without manual effort.
📋
Assistant coordinators
You own the document preparation stage and depend on agents to hand over client details from Microsoft Office 365, but manual handovers cause bottlenecks — automating both apps means contact details flow straight into Dotloop the second an email arrives.
🗂️
Compliance managers
You need a reliable audit history for every real estate transaction, but manual data entry leaves frequent gaps in your tracking logs — connecting these apps means every loop and calendar event is recorded accurately with zero missing entries.
Our team

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Why choose Integrately to automate Microsoft Office 365 + Dotloop

Build and manage your Microsoft Office 365 + 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 Microsoft Office 365 + 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 Dotloop to Microsoft Office 365?
Frequently Asked Questions
You can connect Dotloop to Microsoft Office 365 instantly using 1-click workflows or Integrately AI. With 1,500+ integrations available including Slack, HubSpot, and Google Drive, setting up your automated real estate stack takes minutes.
Can I automatically create Microsoft Office 365 calendar events from new Dotloop loops?
Frequently Asked Questions
Can I connect Dotloop, Microsoft Office 365, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Dotloop and Microsoft Office 365?
Frequently Asked Questions
How does Dotloop handle contact and loop data during automation?
Frequently Asked Questions
Can Microsoft Office 365 trigger actions in Dotloop when emails are received?
Frequently Asked Questions
Do I need coding skills to automate Dotloop and Microsoft Office 365?
Frequently Asked Questions
Is the Dotloop and Microsoft Office 365 integration free?
Frequently Asked Questions
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