Start syncing Dotloop and Salesforce two-way

  • Free 14 day trial
  • Easy setup
  • No credit card needed

Discover how PieSync can make your cloud apps work together

When a custom yes/no field in Dotloop is toggled on, merge their contacts data with those of Salesforce
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When contacts are owned by a salesperson in Dotloop, create them in Salesforce
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When contacts go through a conversion flow in Dotloop, keep them in sync with Salesforce
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When Dotloop contacts are from a certain region, change their contact owner in Salesforce
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When Dotloop contacts are from a certain location, opt them out for marketing in Salesforce
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When new contacts are added in Dotloop, update a custom field in Salesforce
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When phone numbers are added or updated in Dotloop, update their description in Salesforce
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When custom attributes are updated in Dotloop, update their lead status in Salesforce
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Accurate & real-time data

PieSync will keep your customer data in sync across all your apps and devices. Two-way and in real-time.

Save time

No more manual exporting & importing of contact lists. No more inaccurate or missing data.

Easy & Secure

Intuitive and straightforward set-up in under 5 min. No coding required. Enterprise level security.

Free Trial

Start your 14-day free trial with all our features and connections included.