Level Up Your Reporting With Dotloop with Google Sheets
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February 25, 2019 | comments
Gain Visibility Into Your Real Estate Business With One Simple Integration
Currently, most real estate professionals use 40+ applications to run their businesses. Between transaction management solutions, accounting/payroll software and lead capture forms that sync to a CRM, it can be exponentially challenging to make sense of all the data that passes between your systems.
But what if all your platforms “spoke” to each other, thereby giving you a true sense of how your business is performing while eliminating the need to bounce between systems, enter duplicate data and risk costly entry errors?
At dotloop, there’s a strategic initiative to unlock the power of all the apps agents and brokers use everyday. Case in point: API Nation has teamed up with dotloop to help you easily sync all your data in dotloop’s end-to-end transaction management platform with Google Sheets, simply by using this one interface.
Create Live Dashboard with Your Transaction Data
Leverage your transaction data to inform the decisions for your business and to better understand what is actually working. Create reports by Zip code to see the hot spots in the market, or reports to see the transaction volume by agent and to track lead sources and calculate their ROI. Get started with our Google Sheets integration today!
Automated Systems Save Time
As a business owner, you have a toolset that you’ve invested in and it’s critical that the systems that you implement are able to “speak” to one another. Many admins and brokers, for example, use Google Sheets to gain at-a-glance visibility into the status of their transactions.
But if you’re not syncing dotloop with Google Sheets, you could be missing out on a valuable time-saving tool that effortlessly syncs data between the two systems, enabling the information to auto-populate and bypass the need to continually make updates to both systems.
API Nation’s integration with dotloop provides a workflow that automatically creates a spreadsheet containing all the data in your loops, making data visualization quick and hassle-free. The result is an easier, time-saving way to identify any trends or issues, track performance and plan for the future.
Will Your Tech Stack Help You or Hurt You
As you evaluate software solutions for your business, ask yourself:
- Does my transaction management software have an open API?
- Are my tools compatible with each other? Can I integrate them?
- Which platforms are designed to scale along with my business?
- Can I connect my CRM to my transaction management software?
- Can I connect my accounting platform to my transaction management software?
- Can I easily export data out of my transaction management software?
- Can I easily create automations with my current tech stack?
Every moment spent duplicating efforts across platforms is time wasted. API Nation’s research shows that automated platforms can produce time savings of up to 80% on a weekly basis.
These time savings allow real estate professionals to focus on their expertise, not the monotony of managing systematic tasks like reentering data on a spreadsheet that could otherwise run on autopilot to leverage those synced platforms.
Start Connecting Your Real Estate Tools
To sync your dotloop data with Google Sheets, you can simply navigate to the API Nation page where you’ll find a list of all available dotloop syncs, including Google Calendar, Loop-It for Gmail, Google Contacts and Google Sheets. There, you’ll find a free two-week trial to try the Google Sheets integration.
See Why Over 9,000 Real Estate Brokers and Teams Love Their Dotloop Dashboard
Maximize budget allocation by easily tagging transactions with the lead source and create reports that tell you which channels are generating quality leads.
