The dotloop and Zurple integration allows a link between both platforms to quickly create loops from your Zurple leads and contacts, from right within your Zurple account!
You can set up your integration right from your Zurple account. At the bottom of you account page you will see a section that says Integrate with dotloop. Click on the Click to Integrate link above the dotloop logo.
You'll next be asked to log in to your dotloop account. Once logged in you'll need to click on the APPROVE button. Your integration is now successfully linked and integrated!
If you ever need to remove the integration, you can come back to the account page and click on the Click to Disconnect link.
To being utilizing the integration you'll want to first navigate to a Lead Detail page first. At the bottom of this page you'll now see a section labelled Loop It. Here you'll begin by clicking on the blue Loop It button.
You'll now have the ability to select the proper dotloop profile to create the loop in. Once selected, click the NEXT button.
At this stage you can either push your lead details to either an existing loop via the dropdown labelled Select the Loop to associate with this contact or you can click on the dotloop button on the right to create a new loop. Once you have made a selection click on the Loop It button.
If you have selected to create a new loop, you can now fill out all the vital loop details here. Complete all these details and the click the Loop It button.
You've now successfully created your new loop! Click OK to continue.
Your Loop it section will now show you your loop details. You have two options to interact with your loop that we will go over.
The View Loop in dotloop button will allow you to instantly open up your loop in dotloop.
The Update button will sync any updates between dotloop and Zurple for this Lead/Loop.
Q: What data syncs between Zurple and dotloop?
A: The following data syncs between the two systems:
- Loop Name
- Loop Status
- Type of transaction
- Property Address - Street Name
- Property Address - Street Number
- Property Address - City
- Property Address - State
- Property Address - Zip Code
- Purchase/Sale Price
- Sale Commission Total