Google Sheets + Lofty
Add updated Chime lead groups to Google Sheets as multiple rows
Effortlessly manage your Chime leads by setting up this workflow to create multiple rows in a Google Sheets spreadsheet whenever a lead group changes in Chime. With this automation, you can easily track your leads' progress, stay organized, and save time on manual data entry tasks. Maintain an up-to-date database and improve the efficiency of your lead management process with this seamless integration.
Effortlessly manage your Chime leads by setting up this workflow to create multiple rows in a Google Sheets spreadsheet whenever a lead group changes in Chime. With this automation, you can easily track your leads' progress, stay organized, and save time on manual data entry tasks. Maintain an up-to-date database and improve the efficiency of your lead management process with this seamless integration.
- When this happens...Segment Changed
Triggers when a lead is moved to the selected group.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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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
