How to Sync Deals from Dotloop to Zipi

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Once you have Dotloop activated, you have the option to create it in Zipi or Dotloop when you click Create. Read more at: Activating Dotloop for Agents

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If you don't see Dotloop here, then it did not connect. 

With the Dotloop add-on, you can have the following options:

Creating deals in Zipi from Dotloop

  1. Click Dotloop in the Create dropdown

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  2. This opens a new tab with the Dotloop Sync Page

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  3. You can search for a Dotloop loop here and filter your results based on creation dates, type, or status. Below, you can see deals begin to populate based on the search parameters set.

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  4. Select the deal you want to pull into Zipi and enable the toggle

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  5. You can change the role on the agent and assign them a percentage of the deal as well. Click the agent role and select a new one from the dropdown

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    Note: Ensure that the checkbox next to the agent name is checked, otherwise the % of Deal field will be disabled. 

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  6. You can switch Primary Agents by clicking the agent icon and selecting Make Primary 

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  7. If everything is okay, you will see Ready next to the deal name, this means you can start syncing your deal

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  8. Click Start Sync

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  9. Once the sync completes, you will be redirected to the deals dashboard in Zipi. You can search for the deal here

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  10. You will now see the deal in Zipi along with a Dotloop icon indicating the deal came from Dotloop

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  11. The deal has a bi-directional sync, any changes made in Zipi will reflect in Dotloop and vice versa
  12. Once a deal has been synced, you will see the following icon next to the deal name

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