*This integration is supported for both SMB & Enterprise businesses.

Integrating BirdEye with Dotloop
User Manual

Introduction

Integration Requirements

Information required from the Business

Trigger details

Information from BirdEye dashboard

Enterprise ID for multi-location account and Business ID for all locations
Business ID in case of an SMB Business

Integration Process

Business Integration Group

Create Integration Group (Curl Command)
Fetch information for all the triggers (Curl Command)
Find business integration group details (Curl Command)
Update Trigger Information (Curl Command)

Integration Mapping

Integration Mapping (SMB Businesses and multi-locations)

Important Instructions

Introduction

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. To modify the frequency of review request emails to customers, refer to this help center article: How can I limit emails to go out to customers only 90 days after the first time they got a review request from us?

Integration Requirements:

Triggers Supported

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

Trigger Name	Trigger Description
Dotloop closed loop Trigger Service	This trigger is used to fetch customers data from the closed loop.

Details required from the Dotloop dashboard

Trigger Details

Details required from the BirdEye dashboard

Enterprise ID for multi-location account and Business ID for all locations.
Business ID in case of an SMB Business.

Information from BirdEye Dashboard

For single location SMB account - Business ID
For multi-location account - Enterprise ID and Business IDs of all locations
Enterprise ID

Business IDs of all locations

Integration process

Before you can integrate Dotloop with BirdEye, you will need to set up the following configurations:

1. Business Integration Group:

A business integration group is a configuration that supports the business hierarchy of individual businesses on the BirdEye platform. The properties that are common for all business integrations are entered at the group level. Setting up a business integration group allows you to associate multiple business locations with the Enterprise account. Below is the list of curl commands that you will need to run to set this up.

a) Create Integration Group (Curl Command)

Copy this Curl Command

curl -X PUT https://common-services.birdeye.com/integration/add/businessintegrationgroup -H 'cache-control: no-cache' -H 'content-type: application/json' -d '{ "parentBusinessNumber" :150088776180458, "integrationGroupProperties" : [{"propertyKey": "dotloop.status","propertyValue":"SOLD"}],"integrationSourceId": 45, "integrationGroupTriggers":[{"triggerId":68,"triggerTypeId":1}]}'

150088776180458 - Business ID - This is Enterprise ID for multi-location account and Business ID for a single location account .
68 - Integration Trigger ID - Can be one or more triggers. Ask client what trigger they would like to integrate with then run the curl command to fetch all possible triggers for Dotloop. Identify the trigger ID(s) and insert (use commas) in case of multiple trigger IDs.
SOLD - Transaction status - This status is used to filter loop by the sold value.

b) Fetch information for all the triggers available for Dotloop (Curl Command)

Copy this Curl Command

curl -X GET https://common-services.birdeye.com/integration/trigger/integrationtriggers/sourceid/45 -H 'cache-control: no-cache' -H 'content-type: application/json'

Sample response: A sample response like this would appear after you run the curl command. The response will have the trigger name, description and the ID. This trigger ID will be utilized while creating the integration group. An integration can have one or more triggers. To use more than one trigger, enter comma separated values while creating the integration group.

[{"id": 68,"triggerService": "dotloopClosedLoopTriggerService","displayName": "Dotloop closed loop Trigger Service","description": "This trigger is used to fetch customers data from closed loop.","active": true,"integrationTriggerType": [{"id": 1,"name": "JOB"}],"actionGroupId": 1}]

68 - Trigger IDs

c) Find business integration group details (Curl Command)

Copy this Curl Command

curl -X GET https://common-services.birdeye.com/integration/businessintegrationgroup/144251675006293 -H 'Cache-Control: no-cache'

144251675006293 - Business ID: Enter the Business ID here to get the integration group details for a business.

[{"groupId":3111,"integrationSourceType":{"id":45,"integrationSource":"DOTLOOP","sourceCategory":"Other","oauthEnabled":true,“integrationPlan”:Basic},"integrationGroupTriggers": [{"triggerId": 68,"triggerTypeId": 1}]}]

3111 - Group ID: A group ID will be returned in the sample response with the details of the existing triggers for a business.

d) Trigger Information: Only required if client wants a change (Curl Command)

Copy this Curl Command

curl -X POST 'https://common-services.birdeye.com/integration/update/businessintegrationgroup?replaceTriggers=true' -H 'cache-control: no-cache' -H 'content-type: application/json' -d '{ "groupId": 3111,"integrationGroupTriggers":[{"triggerId":68,"triggerTypeId":1}]}'

replaceTriggers=true -To replace existing trigger(s), enter the value for replaceTriggers as true. To add new trigger(s) to the existing list, the value for replaceTriggers should be false.
3111 - Group ID: The Group ID which was returned in the previous step will be entered here.
68 - Trigger ID: Enter the Trigger ID (s) which need to be added or updated to the integration.

2. Integration Mapping:

curl -X PUT https://common-services.birdeye.com/integration/add/businessintegrationmapping -H 'cache-control: no-cache' -H 'content-type: application/json' -d '{ "businessNumber": 154416387790029, "integrationGroupId" : 3111, "active": true, "integrationProperties": [{"propertyKey": "dotloop.agent.email", "propertyValue": "rburnsworth@coldwellhomes.com"}]}'

154416387790029 - Business ID: Enter the Business ID for the SMB Business.
3111 - Group ID: Enter the Group ID which was returned when the Integration group was created.
rburnsworth@coldwellhomes.com - Agent Email ID: The Agent email ID will be shared by the client during the initial setup to map a BirdEye business location. This will work for multi-location accounts also.

Instructions:

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.