How to Send Everest Forms Submissions to dotloop

dotloop is a real estate platform. If you want Everest Forms data in dotloop, you could pay for a cloud automation service. Or you could do it directly from WordPress. This is the direct route.

Why connect directly?

Cloud automation tools like Zapier charge per task and route your data through external servers. AFI processes everything on your WordPress site. No per-submission fees, no external dependencies.

What you will need

• A WordPress site with Everest Forms installed and at least one form.
• A dotloop account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect dotloop to AFI

dotloop uses OAuth 2.0 for authentication. In AFI → Settings → dotloop, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it Everest Forms to dotloop.

2. Pick your trigger

Select Everest Forms as the form provider and choose the form you want to connect. AFI detects the fields automatically.

3. Select dotloop as the destination

Choose dotloop from the platform dropdown and pick Create Loop. This creates a loop in dotloop.

4. Map fields

Match each dotloop field on the left to the corresponding Everest Forms field on the right. You can also use smart tags like {{_submission_date}} and {{utm_source}}.

5. Add conditions if needed

Only want to send certain submissions? Set up a conditional rule based on any form field value.

6. Save and test

Click Save Integration. Fill out your Everest Forms form and submit. Check dotloop to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name and email to dotloop with unlimited submissions. Pro adds custom field mapping. No per-submission fees on any plan.

Frequently asked questions

Do I need coding skills?

No. Everything is configured through a visual interface, including field mapping.

Will adding this slow down my form?

No. AFI sends data to the destination after the form submission completes. Your visitors see the normal confirmation message without any delay.

Can I connect multiple forms?

Yes. Create a separate integration for each form, or send one form to multiple platforms.

Get started

Install Advanced Form Integration free from WordPress.org and connect Everest Forms to dotloop in minutes.