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.
Triggers when a new lead submits a form.
Extracts lead details from form submission.
Generates a new client loop in Dotloop.
- Repeat -
Automation Benefits
Harness the potential of automation with these key benefits.
Increase overall efficiency by automating lead data entries.
Decrease the likelihood of errors during data transfer.
Allocate resources efficiently, saving time and money.
Focus more on client interactions and less on paperwork.
Ensure all data is consistently entered across platforms.
Easily scale as your client list grows, without additional staffing.
Discover the powerful features of this automation that enhance your real estate processes.
Ensure prompt and automatic data transfer from forms to Dotloop.
Reduce manual entry errors with automated data parsing.
Spend more time engaging with clients instead of data entry.
Outcomes
Implementing this automation results in significant process enhancements.
More Automation Use Cases
Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.
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.
Ask me anything and watch how I respond.
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.
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.
Answers to frequently asked questions about this automation process.
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See how you can improve your work process even more by leveraging AI and Automation.
Pricing Plans
Choose a plan that's suitable for your needs.
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
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 required
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