Dotloop SMS Integration

Real estate agents and brokers often need customers to know that a transaction has moved into a new loop, while the team is busy collecting details and progressing the deal. A new record can otherwise sit in Dotloop without a timely acknowledgement, leaving buyers, sellers or colleagues unsure whether the next stage has begun.

Dotloop can work with Mobile Message through Zapier, so New Loop can trigger an SMS when a transaction record is created. The message can confirm receipt, alert a team member to start their checklist or tell a client that the transaction is now being prepared. Map the loop information available in Dotloop into a concise message, including a name, reference or next action where appropriate.

Mobile Message's contact actions can also support a separate workflow when a new loop contains a person who should be recorded for future communication. If your process receives a text from a customer, Inbound SMS Received can trigger Dotloop's Create Loop action where the supplied information and your Dotloop setup make that appropriate. Each Zap handles a defined event and result, rather than keeping both systems synchronised.