Dotloop and Salesforce Integration
- No-code Integration
- No-code
- Supported Automation Platforms
- 2automatiomation platforms supported
- Dotloop Actions
- 2Dotloop Triggers & Actions
- Salesforce Actions
- 136Salesforce Triggers & Actions
How to connect Dotloop and Salesforce
Dotloop and Salesforce integration is available through workflow automation tools – Zapier or Integrately. With the combination of 4 Dotloop triggers and 138 Salesforce actions, you can create hundreds of integration workflows to automate your work.
Popular Workflows for Dotloop and Salesforce Integration
The integration of Dotloop and Salesforce can unlock a host of benefits for businesses, including the ability to streamline workflows and automate repetitive tasks. Discover some popular workflows that are made possible through their integration.
- Enrich your leads with extra data
- Gather customer feedback
Workflow Automation Platforms supported by Dotloop and Salesforce
Want to automate the exchange of data between Dotloop and Salesforce without the hassle of coding? These workflow automation platforms make it possible. Explore this list to find the best fit for your business.
- Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
- Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
Dotloop and Salesforce Integration Price
If you have decided to use a workflow automation tool to connect Dotloop and Salesforce, it's important to carefully analyze the cost of integration.
To help you better understand the pricing implications of using automation services for Dotloop and Salesforce integration, we have gathered and organized pricing information in the table below. This includes details on 100, 1K, 10K and 100K basic automations per month.
A basic automation is a scenario that comprises of a trigger and a single action. An example of this is automatically sending an email every time someone fills out a form.
| Automation Platform | 100 | 1K | 10K | 100K |
|---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Volume: 100 Plan: Starter $29.99 Volume: 1K Plan: Starter $29.99 Volume: 10K Plan: Professional $49 Volume: 100K Plan: Business $299 | $29.99 Starter | $29.99 Starter | $49 Professional | $299 Business |
Triggers and Actions supported by Dotloop and Salesforce
Typically, when connecting Dotloop and Salesforce, you're searching for an automation that meets your business requirements.
Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.
We have carefully collected all the available Triggers and Actions from different Workflow Automation Platforms so that you can evaluate the integration possibilities and make an informed decision on how to integrate Dotloop and Salesforce.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Dotloop and Salesforce integration
Step 1: Choose a Workflow Automation Service that supports the integration of Dotloop with Salesforce. Choose automation platform
60 seconds
60 secondsStep 2: Securely authenticate Dotloop and Salesforce on the chosen automation service before proceeding.
60 seconds
60 secondsStep 3: Pick a suitable Trigger for Dotloop that will kickstart your automation workflow. Explore Triggers
15 seconds
15 secondsStep 4: Select a resulting Action for Salesforce that will follow the Trigger event in your automation flow. Explore Actions
15 seconds
15 secondsStep 5: Set up the data exchange between Dotloop and Salesforce and configure the parameters to meet your requirements.
120 seconds
120 secondsStep 6: Complete your integration by testing and publishing it. You're all set!
More integrations to Dotloop
Looking for other automation scenarios with Dotloop? Check out our list of additional popular Dotloop integrations. Dotloop Integrations
More integrations to Salesforce
If you're looking for new ways to automate tasks with Salesforce, check out our list of other popular integrations. Salesforce Integrations
Dotloop and Salesforce integration Diagram
Frequently Asked Questions
Does Dotloop integrate with Salesforce?
- You can connect Dotloop and Salesforce automatically using no-code Workflow Automation Tool. Use Zapier or Integrately to link Dotloop and Salesforce.
Can you Integrate Dotloop and Salesforce for free?
- Yes, you can use the free plan of Zapier or Integrately to connect Dotloop to Salesforce for free, albeit with some limitations.