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.
How to sync Contactually contacts to dotloop
First, establish the connection with dotloop under Integrations in your Contactually Settings. Find the dotloop module and click the blue Connect button. 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.
Can I connect multiple dotloop profiles to Contactually?
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.
Do dotloop contacts sync to Contactually?
Contacts in dotloop are added to Contactually. Contacts in Contactually that are in Contactually Deals connected to dotloop loops are added to dotloop. Contacts that are syncing between Contactually and dotloop will have a "Dotloop" tag in Contactually.
How often do dotloop and Contactually sync?
The sync occurs about once an hour and will update dotloop loops and Contactually deals at that time.
Can I sync to existing dotloop loops?
Yes. Simply select an existing loop when establishing the sync with a Contactually Deal. Any contacts in the loop that aren't yet in the Deal will be added to the Deal as well as to your general Contactually database.
Will disconnecting the sync between a Contactually Deal and a dotloop loop delete anything?
No, disconnecting the sync will only separate the Deal and loop. The Deal will remain in Contactually. The loop will remain in dotloop. Contacts already in Contactually and dotloop will remain there.
If I disconnect the sync between a Contactually Deal and a dotloop loop, can I reconnect it so that the Deal syncs to the same loop as before?
No. You can go to Edit Deal and create a new loop to connect to, but you can't sync the Deal to an existing loop.