Additional information

To learn more about how to use this integration, click here.

Get started

To begin the integrations process, click here.

About this integration

With this integration native to Contactually, dotloop users can:

  • Create or update dotloop contacts from Contactually contacts
  • Create new loops from Contactually Deals
  • Sync Contactually contacts and Deals to dotloop loops

To effectively use the Contactually-dotloop integration, you must use Pipelines and Deal in Contactually. Deals and loops sync once per hour.

Sync via Contactually Deals
Contactually contacts are synced to dotloop loops via Deals

Loop details in Contactually
Add loop detail to create or edit a loop in Contactually

For assistance, please reach out to Contactually support.