Dotloop Integration

Introduction

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

Summary

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

How to Connect Dotloop to Chime

1. Click on the Settings cog wheel on the top menu
2. Click on Integrations from the menu on the left
3. Scroll down and select the "Connect" button for Dotloop
4. Sign in to Dotloop 
5. After signing in, click "APPROVE" to authorize the connection

When 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

First, go to the lead profile page and add a transaction for the lead:

After the transaction is created, you can export the lead to Dotloop by clicking the three dots and then selecting the option to "Export to Dotloop":

If the lead has more than one transaction, you will have to select one to export.

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

Chime to Dotloop

When transferring a lead to Dotloop, the following info will be exported to Dotloop:

• Transaction Name
• Full Lead Name
• Role (Lead Type)
• Email
• Home Price
• GCI

Whenever a transaction is updated in Chime the following information will be updated in the corresponding loop in Dotloop: 

• Home Price
• GCI

Dotloop to Chime

Any changes to the following will automatically be synced to Chime every 30 minutes:

• Home Price
• GCI

FAQs

Q: What do I do if the export from Chime 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 Chime.

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

Questions?

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