Connect and Integrate Dotloop with Salesforce

Just choose your app, click to connect, add conditions, and see the magic happen. No coding needed.

Use cases

What you can build with Dotloop + Salesforce

Every workflow runs automatically in the background — no manual effort after setup.

When New Loop Event(Instant) in Dotloop, Get Attachment Content in Salesforce

Triggers instantly when a loop is created/updated in DotLoop

When New Loop Event(Instant) in Dotloop, New Comment in Case in Salesforce

Triggers instantly when a loop is created/updated in DotLoop

When New Loop Event(Instant) in Dotloop, Add Feed Comment in Salesforce

Triggers instantly when a loop is created/updated in DotLoop

When New Loop Event(Instant) in Dotloop, Get Attachment IDs in Salesforce

Triggers instantly when a loop is created/updated in DotLoop

When New Loop Event(Instant) in Dotloop, Add Attachment in Salesforce

Triggers instantly when a loop is created/updated in DotLoop

When New Loop Event(Instant) in Dotloop, Create Account in Salesforce

Triggers instantly when a loop is created/updated in DotLoop

When New Loop Event(Instant) in Dotloop, Update Account in Salesforce

Triggers instantly when a loop is created/updated in DotLoop

When New Loop Event(Instant) in Dotloop, Delete Account in Salesforce

Triggers instantly when a loop is created/updated in DotLoop

When New Loop Event(Instant) in Dotloop, Find Account in Salesforce

Triggers instantly when a loop is created/updated in DotLoop

Automate Dotloop + Salesforce in minutes

Select a trigger and action below to set up your automation.

How It Works

Get connected in minutes

Sign up for Konnectify

Create a free Konnectify account at konnectify.co — no credit card required.

Connect your Dotloop account

Authorize Konnectify to access Dotloop securely using OAuth. Your credentials are never stored.

Connect your Salesforce account

In the same way, authorize Konnectify to access Salesforce so it can send data on your behalf.

Choose a trigger and activate

Select the Dotloop event that should start the workflow, map the fields to Salesforce, and turn on the automation.

Dotloop

Trigger

Salesforce

Action

Dotloop

Action

Salesforce

Action

Connect Dotloop + Salesforce to Automate these Workflows

New Loop Event(Instant) Get Attachment Content

Triggers instantly when a loop is created/updated in DotLoop

New Loop Event(Instant) New Comment in Case

Triggers instantly when a loop is created/updated in DotLoop

New Loop Event(Instant) Add Feed Comment

Triggers instantly when a loop is created/updated in DotLoop

New Loop Event(Instant) Get Attachment IDs

Triggers instantly when a loop is created/updated in DotLoop

New Loop Event(Instant) Add Attachment

Triggers instantly when a loop is created/updated in DotLoop

New Loop Event(Instant) Create Account

Triggers instantly when a loop is created/updated in DotLoop

New Loop Event(Instant) Update Account

Triggers instantly when a loop is created/updated in DotLoop

New Loop Event(Instant) Delete Account

Triggers instantly when a loop is created/updated in DotLoop

New Loop Event(Instant) Find Account

Triggers instantly when a loop is created/updated in DotLoop

Got Questions?

Find answers to common questions about connecting Dotloop with Salesforce through Konnectify. Get in touch.

How do I connect Dotloop with Salesforce?

You can connect Dotloop with Salesforce using Konnectify in minutes — no coding required. Sign up, pick a trigger from Dotloop, choose an action in Salesforce, and activate your workflow.

What can I automate between Dotloop and Salesforce?

Konnectify lets you automate repetitive tasks between Dotloop and Salesforce such as syncing data, sending notifications, creating records, and more — all triggered automatically in real time.

Do I need technical skills to integrate Dotloop with Salesforce?

No. Konnectify is a no-code platform. You can build and run Dotloop + Salesforce integrations through a visual interface without writing any code.

Is the Dotloop and Salesforce integration free?

Yes, Konnectify offers a free plan that lets you start automating between Dotloop and Salesforce right away. Paid plans unlock higher task volumes and advanced features.

How long does it take to set up the Dotloop + Salesforce integration?

Most users are up and running in under 5 minutes. Simply select your trigger event in Dotloop, map the fields to Salesforce, and turn on the workflow.

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