Introduction

The Dotloop integration with Lofty allows you to not only import your leads into your Dotloop account but also create new loops that sync with Dotloop.

Summary

• How to Connect Dotloop to Lofty
• How the Integration Works
• FAQs

How to Connect Dotloop to Lofty

When logged into the Lofty CRM, click Settings > Integrations > Dotloop > Connect:

A new window will pop up and ask you to log into Dotloop. Click the "Sign In" button when you are ready to continue:

You will be asked to approve giving Lofty access to Dotloop. Click Approve if you would like to get this integration working.

Once connected correctly, this integration will appear in the "Existing Integrations" section at the top of the Integrations page. There is a button to disconnect should you need to do so.

How the Integration Works

Navigate to the lead profile page and export the lead to Dotloop by clicking the three dots and then selecting the option to "Send to Dotloop":

You can also send the lead/transaction directly to Dotloop from the transaction detail page if you happen to be working there:

If the lead has more than one transaction, you will have to select only one to send to Dotloop:

If the lead does not have a transaction, you will be prompted to create one before syncing with Dotloop.

Once you have chosen the transaction, another window will appear that outlines everything that is being sent to Dotloop. You can also choose a specific Dotloop profile that you would like to send the transaction to as well as a Dotloop template that you might want to associate with the transaction:

Once transferred to Dotloop, you can easily access this loop in that system by clicking the link to “View in Dotloop”:

The option to view in Dotloop will also be visible on the transaction detail page:

A log will be added to the timeline of the lead profile documenting the transfer of data from Lofty to Dotloop.

Claiming a Dotloop Transaction

Import unclaimed Dotloop loops and map them to a Lofty transaction by selecting Import Transaction from Dotloop on the Transactions page.

The unclaimed Dotloop transaction panel displays all unmapped loops from Dotloop. These loops are searchable by Transaction Name. Each record includes:

• Dotloop logo
• Loop name (linked to Dotloop)
• Purchase/Sale price

Claim Options:

1. Map to Lofty Transaction
   1. Shows suggested Lofty matches by Property Address.
   2. Allows manual search and selection if needed.
   3. Choose Primary System (Lofty or Dotloop) for data precedence.
   4. After confirmation, the Loop ID is mapped and data synced.
2. Create New Transaction
   1. Opens Add Transaction popup pre-filled with Dotloop data.
3. Discard
   1. Removes the record from the Unclaimed list (confirmation required).

FAQs

Q: What do I do if the export from Lofty to Dotloop fails? 

A: One of the common reasons for this failure is due to access permission settings in Dotloop. To fix this, go to Dotloop > My Account > click Default Profile > choose Make Default and save. Make sure this is the default account that is integrated with Lofty.

If you still have problems exporting leads to Dotloop from Lofty, please contact our Support Team so that this can be looked at more closely. 

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.