CallRail + Lofty
Create new Chime leads from CallRail phone call starts
Effortlessly manage your leads with this simple automation. When a phone call starts in CallRail, this workflow will create a new lead in Chime, ensuring that all the details from the call are smoothly transferred to your CRM. Stay organized and never miss out on potential opportunities by streamlining your lead management process.
Effortlessly manage your leads with this simple automation. When a phone call starts in CallRail, this workflow will create a new lead in Chime, ensuring that all the details from the call are smoothly transferred to your CRM. Stay organized and never miss out on potential opportunities by streamlining your lead management process.
- When this happens...Create Lead
Creates a new lead.
- automatically do this!Phone Call Started
Triggers when an inbound phone call is started.
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SegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
Try ItUpdate Transaction
Update transaction trigger
Try It
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItTransaction File Uploaded
Fires when a new file is uploaded to a Transaction in Lofty.
Try ItFirst Name
Last Name
Email
Phone
Birthday
Street or Complete Address (Mailing Address)
Lead Type
Lead Ownership Level
Source
Segment
Tag
Note
Subscription - Smart Plans
Subscription - Property Alert
Subscription - Market Report
Min Price (Buyer)
Max Price (Buyer)
Location (Deprecated)
City (Buyer)
State (Buyer)
Zipcode (Buyer)
Address (Buyer)
Min Beds (Buyer)
Min Baths (Buyer)
Beds (Seller)
Baths (Seller)
Price (Seller)
Address (Seller)
SqFt (Seller)
City (Seller)
State (Seller)
Zipcode (Seller)
Send Welcome Email
City (Mailing Address)
State (Mailing Address)
Zip Code(Mailing Address)
Call Opt In
Text Opt In
Email Opt In
Number Consent
