Follow Up Boss + Lofty
Create Follow Up Boss inquiries or website events from new Chime leads
Effortlessly manage and engage with potential clients by connecting Chime with Follow Up Boss. When a new lead is captured in Chime, this automation will create a new inquiry or website event in Follow Up Boss, keeping your team informed and enabling them to provide timely and personalized follow-ups. Enhance your lead nurturing process and ultimately close more deals with this streamlined workflow.
Effortlessly manage and engage with potential clients by connecting Chime with Follow Up Boss. When a new lead is captured in Chime, this automation will create a new inquiry or website event in Follow Up Boss, keeping your team informed and enabling them to provide timely and personalized follow-ups. Enhance your lead nurturing process and ultimately close more deals with this streamlined workflow.
- When this happens...New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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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
