Dotloop + WPForms Integration

Integrate Dotloop to WPForms in one click, or tell Integrately AI how you want each submission handled. Capture buyer and seller details, generate transaction loops instantly, and keep your real estate records updated without manual entry.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Dotloop
    Loop is created in Dotloop
  • WPForms
    Form is submitted in WPForms Instant
Arrow Right
2.
  • Dotloop
    Create loop in Dotloop
  • Dotloop
    Create contact in Dotloop

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Ready Workflows Ready Workflows for Dotloop + WPForms Integration

Capture new submissions, create loops in Dotloop, add contacts, update sheets, and notify your team, all in just one click.

Most popular automationsmost-popular-automations
WPForms + Dotloop Integration

Create Dotloop loop for new WPForms form submission

Integrating your Dotloop with your WPForms, can help you automatically create new loops based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This WPForms - Dotloop integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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WPForms + Dotloop Integration

Create Dotloop contact for new WPForms form submission

When someone completes your WPForms, a new contact is automatically created in your Dotloop. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the WPForms is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a WPForms - Dotloop integration set up makes it easy to manage your customer relationships and grow your business.
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Connect more apps to your Dotloop + WPForms flow

Sync client form data to your CRM, notify your real estate team, and trigger automated follow-up communications across your entire tech stack. Pick a combination and activate it in one click.

Dotloop
WPForms
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GmailGmail (5)
+
Google DriveGoogle Drive (4)
+
MailchimpMailchimp (4)
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SlackSlack (4)
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Google SheetsGoogle Sheets (4)
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CalendlyCalendly (4)
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Create a Dotloop contact from every WPForms submission, and send a confirmation email in Gmail
New form submissions instantly create contacts in Dotloop and trigger a confirmation email in Gmail, so clients hear back immediately.
W
D
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Create a Dotloop loop from every WPForms submission, and notify your agent team via email in Gmail
Form submissions automatically generate a Dotloop loop and alert your team in Gmail, keeping everyone aligned on new deals.
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If a WPForms submission indicates a cash buyer, create a priority Dotloop loop and email the managing broker in Gmail
Cash buyer submissions trigger a priority Dotloop loop and an instant broker notification in Gmail.
W
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Use Claude to evaluate WPForms submissions, create a Dotloop contact, and send a welcome briefing in Gmail
Claude assesses incoming form details before creating a Dotloop contact and emailing a welcome briefing in Gmail.
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Create a Dotloop contact from WPForms submissions, send a welcome email in Gmail, and log a task in Asana
Form submissions generate a Dotloop contact, trigger a Gmail welcome email, and open a follow-up task in Asana.

Supported triggers and actions for Dotloop and WPForms

Mix and match to build the exact automation you need

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
Try it →
Create contact in Dotloop
Adds a new contact to the database
Try it →
WPForms
WPForms Triggers & Actions
Instant
Form is submitted in WPForms
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with Dotloop + WPForms?

Transform website visitor inquiries into active real estate transactions, structured contact records, and instant team notifications without writing code.

What you can automate?
🔄
Create Dotloop loops from WPForms submissions
Automatically generate a new transaction loop in Dotloop the exact moment a prospective buyer or seller submits an inquiry form on your WordPress site.
📋
Capture every submitted form field accurately
Map custom form questions, property preferences, and budget ranges directly into your Dotloop contact records instead of just basic names and email addresses.
🔔
Notify your team instantly on Slack or email
Alert agents and transaction coordinators the second a new client inquiry arrives so your team can respond faster and secure listings.
🔀
Route submissions based on property type
Automatically sort residential, commercial, and luxury inquiries into different Dotloop workflows or notify specialized department channels.
📁
Sync client documents to cloud storage
Automatically move uploaded disclosure files and buyer questionnaires from WPForms submissions into organized Google Drive folders.
👥
Maintain clean contact records without duplicates
Create or update Dotloop contacts automatically to ensure your database reflects the most current client information.
📅
Schedule consultation calls immediately
Trigger automated Calendly booking invitations as soon as a prospective client completes your intake questionnaire.
📈
Log transaction metrics in Google Sheets
Send form submission data directly into Google Sheets alongside your Dotloop activity for comprehensive brokerage reporting.
And much more...

Who is Dotloop + WPForms integration for?

Real estate professionals, brokerages, and administrative teams connect WPForms and Dotloop to eliminate manual data entry, accelerate deal setup, and ensure complete accuracy across every transaction.

Brokerage managers
Brokerage managers
Real estate agents
Real estate agents
Transaction coordinators
Transaction coordinators
Marketing directors
Marketing directors
Intake specialists
Intake specialists
Compliance auditors
Compliance auditors
📈
Brokerage managers
You rely on accurate transaction metrics to review performance, but your pipeline reports only update when staff manually copy form submissions, so your dashboard numbers are always hours behind — with this integration, every new submission creates a Dotloop loop instantly and your data stays current.
Real estate agents
You need to initiate client contact the moment an online inquiry arrives, but manual data transfer slows down your response time and risks losing eager buyers — this integration means every form submission populates your Dotloop account immediately so you can engage clients first.
🤝
Transaction coordinators
You manage documentation for dozens of active property deals, but missing contact details from web forms force you to chase clients for missing information — automating both apps means contact records and transaction loops populate automatically without manual follow-up.
📊
Marketing directors
You run campaigns driving traffic to property intake pages, but tracking lead conversion across separate form plugins and closing tools creates frustrating visibility gaps — connecting these apps means every submission lands cleanly in your tracking systems without manual exports.
⏱️
Intake specialists
You process high volumes of website inquiries every day, but copying form entries into Dotloop loops by hand leads to typos and administrative bottlenecks — this integration means every submission triggers instant loop creation and keeps your database flawless.
🔍
Compliance auditors
You audit real estate files for missing documentation, but disjointed record-keeping leaves audit trails incomplete and prone to human oversight — with this integration, every transaction loop and contact record is captured reliably from the exact moment of form submission.
Our team

Ready Workflows Did you know?

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 Dotloop + WPForms

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

1,500+ apps connected
1,500+ apps connected
Connect Dotloop + WPForms 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Dotloop to WPForms?
Frequently Asked Questions
You can connect Dotloop to WPForms instantly using 1-click automations on Integrately. Choose a ready workflow or ask Integrately AI to build your custom setup alongside Gmail, Slack, and Google Sheets.
Can I automatically create Dotloop loops from WPForms form submissions?
Frequently Asked Questions
Can I connect Dotloop, WPForms, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Dotloop and WPForms?
Frequently Asked Questions
How does Dotloop handle contact records during form submissions?
Frequently Asked Questions
Can WPForms trigger multiple actions across different real estate tools?
Frequently Asked Questions
Do I need coding skills to automate Dotloop and WPForms?
Frequently Asked Questions
Is the Dotloop and WPForms integration free?
Frequently Asked Questions
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You Can Also Connect Dotloop or WPForms With 1500+ Other Apps

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