Google Sheets + Lofty
Add new Chime leads to a Google Sheets row instantly
Elevate your lead management process within the Chime platform by creating a seamless automation that populates key information directly into Google Sheets. Whenever a new lead appears in Chime, this workflow instantly creates a new row in Google Sheets comprising of that lead's details. Not only does this streamline your data organization, but frees up time for you to focus on converting those leads into successful sales.
Elevate your lead management process within the Chime platform by creating a seamless automation that populates key information directly into Google Sheets. Whenever a new lead appears in Chime, this workflow instantly creates a new row in Google Sheets comprising of that lead's details. Not only does this streamline your data organization, but frees up time for you to focus on converting those leads into successful sales.
- When this happens...New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
