When you enable the dotloop integration, you gain the ability to:
- Create a loop when you create a deal
- Easily go to your loops in dotloop from a deal card on the People and Deals screen.
To get started you will need to be an Account Owner or Admin level role. To connect to dotloop, you can go to Admin > Integrations > dotloop.
1. On the integration page, go to the "Connect" tab and simply press the "Connect to dotloop" button.
2. Sign in to your dotloop account
3. Authorize FUB access
That is it; you're now connected!
Using the integration
To automatically create a loop from a new deal, select a dotloop profile and then choose a loop template to use if your dotloop account has any templates.
Note: At this time only the default profile will be used to create loops. Additionally, after creating the loop, no data will be synchronized between dotloop and Follow Up Boss.
On the deal, you will now see a "View in dotloop" link, which will open a new window to view the loop in dotloop.
Do you have a default profile selected?
The dotloop integration will fail to connect if you do not have a default profile selected in dotloop. To change this, log in to your dotloop account and go to Account Settings. Click on the profile you want to make the default on the left hand menu, select "Make Default" and click "Save" at the bottom of the page. Make sure you choose an individual profile, and not a company profile (see below).
Are you trying to use a Company Profile?
dotloop only supports individual profiles at this time. If you have your default profile set to anything other than an individual profile, you will run into issues with the integration. One way to tell that you are using a Company Profile is if the name begins with 'Admin for...'. To fix this you will have to choose another profile as your default that Follow Up Boss will use to create loops.