Integration between dotloop and Contractually will allow Contractually users to not only sync contacts to dotloop, but can create a new loop with just the click of a button!
Different stages of the real estate sales cycle sometimes require different tools and applications to be handled efficiently. But the efficiency soon disappears when you spend all your spare time updating separate databases and cross checking them to ensure consistency across platforms.
Fortunately, Contactually integrates with dotloop, allowing you to track contacts from inquiry to closing without any gaps. Use Contactually to generate leads and develop the relationship that will convert them to clients. When the transaction process starts, simply sync those contacts to dotloop.
Leverage Contactually and DotLoop together to run your business more smoothly. No longer build in time to manually maintain two databases. Use the extra time to do what you do best – work with buyers and sellers!
First, establish the connection with dotloop under Integrations in your Contactually Settings. Find the dotloop icon and click the blue Connect button to its right. You must already have a dotloop account in order to connect it to Contactually. You can connect multiple dotloop profiles.
Contactually contacts are synced to dotloop loops via deals in Contactually pipelines. You can initiate a sync when creating a deal or editing an existing deal.
In the create deal or edit deal pop up window, use the toggle bar for dotloop to slide the toggle to the right so that it turns blue. Click Save. Select the dotloop profile you want to connect and use the dropdown menu to create a new loop.
Select the transaction type and transaction status. Then click Save.
To disconnect a dotloop sync, click the name of a deal to be taken to the deal's overview page and click Edit Deal at the top of the page.
In the pop up window, scroll to the dotloop section and click "Remove DotLoop link?" Confirm you want to stop syncing this deal's contacts to dotloop by clicking Remove.
Q: Can I connect multiple dotloop profiles to Contactually?
A: Yes. When you add a Contactually deal's contact(s) to dotloop and have multiple dotloop profiles connected, you'll be able to select the profile you want to sync to.
Q: Do dotloop contacts sync to Contactually?
A: Contacts in dotloop loops are added to the Contactually database but not to Contactually pipeline deals.