Dotloop Defaults

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Dotloop Defaults are available for everyone who has activated the Dotloop add-on. 

To access these settings by following the steps below. 

  1. Go to the profile icon at the top right of your screen

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  2. Select Apps from the dropdown

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  3. Click Settings on the Dotloop card

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  4. This will take you to the Dotloop Defaults page

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Auto-Create Deals

  1. To turn on this feature, enable the toggle
    Note: Draft deals created here will not be synced as dual deals in Zipi.
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  2. Next, you will add any Dotloop profiles and loop statuses you want to auto-create by clicking the +

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  3. Any deal that meets these conditions will be auto-created in Zipi. You have the following options:

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    • Transaction Type: You can choose between the different Dotloop transaction types
    • Loop Status: You can choose between the different Dotloop statuses
    • Enable Notifications: Enabling this option means you get a notification every time a deal is auto-created in Zipi 

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      Note: Everyone who has the View Any Deal permission in Roles will get this notification.

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  4. Once you have selected your profile, transaction type, and loop status, click Save & Go To Zipi
    Note: Auto-create runs every 5 minutes

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  5. Any new deals in Dotloop that meet the criteria will now be auto-created in Zipi

Map Profiles to Divisions

This option lets you map your Dotloop profiles to divisions in Zipi so that every time a profile creates a loop, when it is synced to Zipi, the deal is part of the selected division. You will see all your Dotloop profiles here. 

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Every time a deal is created by the default profile in Dotloop gets synced in Zipi, it will be part of Division Two. 

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