Dotloop is a cloud-based real estate transaction management solution designed for brokers, teams, agents, and service providers. Integrating Dotloop with Birdeye will automate the process of sending out review requests to customers on a daily basis. 

Once Dotloop is integrated with Birdeye, Birdeye will pull customer information from Dotloop once daily from the invoices that were raised for the customers on the previous day. Birdeye collects the first name, last name, email address and phone number of your customers and automatically sends them review requests based on the preferences set within the Birdeye dashboard. 

Birdeye also allows you to fetch data from your CRM using a predefined trigger. Here is the supported trigger for Dotloop:

To set up the initial part of the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. After the initial integration is set up by the Birdeye technical support team, you can log in to your Birdeye account to complete the integration process.

To complete the integration, click on the 'Settings' tab located on the left navigation rail of your Birdeye dashboard. On the bottom of the 'Settings' page, click on the 'Authorize Dotloop' button under the 'CRM integrations' header. 

On the next screen, you need to log in to your Dotloop account using your Dotloop credentials.

Once you have signed in to your Dotloop account, Birdeye will ask for certain permissions to obtain client data from your Dotloop account. Click on the 'Approve' button at the bottom to complete the integration process.

Upon successful integration, you will be redirected to your Birdeye account. Here, you can view the 'Authorized' status for Dotloop.