Using a CRM Integration with LoLo

We know that it can be a hassle to manage your contacts in multiple places, so we've created integrations with some popular CRMs to allow you to add your contacts to groups, or tag them, to send them directly to LoLo.

Most of our CRM integrations are set up at the Enterprise Partner level, meaning a brokerage or team lead has partnered with us to connect their CRM account. Individual users outside of LoLo's Enterprise Partners are only able to connect with Cloze at this time. We hope to bring this feature to all users in the future!

How does it work?

Each CRM is a little bit different, but generally it works by adding a LoLo tag, or making a LoLo group to add contacts to. Then, once the connection is established, contacts with the tag/group - and any updates made to them - sync to LoLo. The tag is removed or the contact is removed from the group to remove them from LoLo.

Which CRMs do you work with?

BoldTrail*
Burrow (IDC Global)*
Cloze
Copper*
DeltaNet*
Follow Up Boss*
Lofty*
MoxiWorks Engage*
Rechat*

*Must be set up at the brokerage/team level by a LoLo Enterprise Partner before a user can connect; currently all CRMs outside of Cloze

How do I know if my brokerage has partnered with LoLo?

Reach out to your internal marketing team to verify, or, reach out to LoLo Support (support@joinlolo.com)

My brokerage hasn't partnered with LoLo - how do we learn more?

Check out this link for more info about our Enterprise Partnerships.

My brokerage hasn't partnered with LoLo, but I still want to connect my CRM - how do I do that?

At this time the only CRM that may be connected for an individual user without a brokerage setup is Cloze. Check out this article for more info.

My CRM isn't on this list, can we get a connection established?

It's possible more integrations will be available in the future. You can also request access to the LoLo API.