The dotloop and Market Leader integration will allow you to initiate, view, and update your loops directly from a contact record in your Market Leader system. Initiating the integration will automatically update contacts in your CRM with transaction information from dotloop.
To connect with your dotloop account, visit the Integrations page in your Market Leader Admin menu.
Then click the Connect button next to dotloop.
From here, you will be prompted to enter your dotloop login and password so you can authorize the integration. Once you've successfully set up your dotloop integration, contacts in your Market Leader system will be updated with the dotloop transaction data.
If a dotloop contact is not in your Market Leader system, a new contact will be created with the dotloop transaction information included.
- Transaction data from dotloop will be matched to contacts in your Market Leader system based solely on primary email address.
- New contacts from dotloop will be in the NEW status.
- The source will be dotloop, so you can easily search for these contacts.
- If you need to update or organize your dotloop contacts once they're created, you can maximize your time with Bulk Updates.