Hero background
No-code automationYour No-code and AI Automation Partner

Automate Lead Entry to Dotloop

Simplify your client onboarding by using Zapier to automate the transfer of new lead data from Google Forms directly into Dotloop, reducing errors and saving time.

When a Form Response Submitted
Solution
1. New Lead from Form

Triggers when a new lead submits a form.

Parse Form Details
Solution
2. Process Lead Information

Extracts lead details from form submission.

Create a Loop
Solution
3. Add New Client to Dotloop

Generates a new client loop in Dotloop.

- Repeat -

Automation Benefits

Benefits for Your Business

Harness the potential of automation with these key benefits.

Efficiency Boost

Increase overall efficiency by automating lead data entries.

Error Reduction

Decrease the likelihood of errors during data transfer.

Cost-Effectiveness

Allocate resources efficiently, saving time and money.

Improved Productivity

Focus more on client interactions and less on paperwork.

Data Consistency

Ensure all data is consistently entered across platforms.

Scalable Solution

Easily scale as your client list grows, without additional staffing.

Features

Top Features of Automation

Discover the powerful features of this automation that enhance your real estate processes.

  • 1
    Real-time Data Transfer

    Ensure prompt and automatic data transfer from forms to Dotloop.

  • 2
    Minimize Errors

    Reduce manual entry errors with automated data parsing.

  • 3
    Focus on Clients

    Spend more time engaging with clients instead of data entry.

Feature

Outcomes

Expected Outcomes

Implementing this automation results in significant process enhancements.

70%
Time Saved Per Data Entry
90%
Reduction in Entry Errors
30%
Increase in Client Engagement

More Automation Use Cases

Potential Automations for Your Business

Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.

Scale your impact with custom Chat Bots

Book appointments for your customers instantly - based on free slots in your CRM or employee availability. Classify leads before bookings, eliminating unqualified requests - no more wasted time.

Ellie (AI Assistant)

Ask me anything and watch how I respond.

Smart Email AI assistants for your Inbox

From automatic email responses - to scheduling appointments with customers. No manual work, just AI handles your scheduling. Respond to your client emails promptly - based on previous response history, using your writing style.

Email AI Assistant

Put your internal knowledge to work with RAG AI

RAG Automation (Retrieval-Augmented Generation) lets AI pull real answers from your documents, databases, or wikis - so you get accurate, context-aware responses every time. Perfect for support, onboarding, knowledge sharing, and internal Q&A.

RAG automation
FAQ

Common FAQs

Answers to frequently asked questions about this automation process.

We Might Have Solved Your Problems Already

Explore Similar Automations

See how you can improve your work process even more by leveraging AI and Automation.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required