Fieldnotes + Lofty + Filter by Zapier
Update or add contacts in Fieldnotes with new buyer leads in Chime
Chime is another CRM that can be linked to Fieldnotes via Zapier. Not only that, but if you only want to forward certain types of leads to Fieldnotes or you have other filters in mind, that is also possible. With this Zap in place, for example, you'll automatically update or add a contact in Fieldnotes with each new buyer lead in Chime.
Chime is another CRM that can be linked to Fieldnotes via Zapier. Not only that, but if you only want to forward certain types of leads to Fieldnotes or you have other filters in mind, that is also possible. With this Zap in place, for example, you'll automatically update or add a contact in Fieldnotes with each new buyer lead in Chime.
- When this happens...New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
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SegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
Try ItFirst Name
Last Name
Email
Phone
Birthday
Street or Complete Address (Mailing Address)
Lead Type
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)
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItUpdate Transaction
Update transaction trigger
Try ItTransaction NameRequired
Transaction ID
Lead First NameRequired
Lead Last Name
Lead ID
Associated Lead Email
Transaction Owner ID
Transaction Owner Email
Transaction TypeRequired
Transaction StageRequired
Close Price
GCI
Team Revenue
Agent Revenue
Commission Rate
Timezone
Closed Date
Expected Close
Appointment Date
Agreement Signed Date
Offer Date
Contract Date
Appraisal Date
Home Inspection Date
Escrow Date
Expiration Date
Property Address
Property Unit
Property Listing Status
Property MLS Listing ID
Property Label
Property List Price
Property Type
Property Bedrooms
Property Bathrooms
Property Square Feet
Property Lot Size (Sqft)
Property Note
