Connect Dotloop to Salesforce
Workload lets you integrate Dotloop with Salesforce in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.
If this happens in Dotloop...
Then do this action in Salesforce!
How to Integrate Dotloop and Salesforce
-
1. Authenticate your Dotloop and Salesforce accounts.
-
2. Use one of the apps as a trigger to start the workflow.
-
3. Choose one of the actions from the other app.
-
4. Map the data fields you want to pass from one app to the other.
-
5. If you get stuck, we’re here to help! Request help directly from the web application.
Video Tutorial: Integrate Dotloop and Salesforce Using Workload
Integrate your business software in minutes
From small workflows with just two steps to large critical operations, Workload automates work so teams aren’t bottlenecked with repetitive tasks.
Supported Dotloop + Salesforce Integrations
About Dotloop
Dotloop is the complete real estate transaction management solution that empowers agents and brokers to get deals done.
Related CategoriesCRM (Customer Relationship Management)
Similar Dotloop Apps
Yes! Dotloop and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Dotloop through it’s OAuth2.0 connection.
Prices for Dotloop vary according to usage. For the most accurate pricing, visit https://dotloop.com/pricing for more details.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related CategoriesCRM (Customer Relationship Management)
Similar Salesforce Apps
Yes! Salesforce and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Salesforce through it’s OAuth2.0 connection.
Prices for Salesforce vary according to usage. For the most accurate pricing, visit https://salesforce.com/pricing for more details.