Dotloop integration with Pipedrive
How to Create deals in Pipedrive for new loops in Dotloop
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create deals in Pipedrive for new loops in Dotloop" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Dotloop integrations
Dotloop actions
Nekton can use any feature that is available in Dotloop API.
Using our advanced AI, you can easily create custom automations for Dotloop.
Here are some typical actions you can do in your automated workflows.
Create Loop
Creates a new loop.
New Loop
Triggers when a new loop is created.
About Dotloop
Dotloop is the complete real estate transaction management solution that empowers agents and brokers to get deals done.