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Microsoft Outlook logoMicrosoft Outlook logo
Lofty logoLofty logo
Microsoft Outlook logoMicrosoft Outlook logo

Lofty + Microsoft Outlook

Lofty + Microsoft Outlook

Lofty + Microsoft Outlook integrations

Create contacts in Microsoft Outlook from new leads in Chime

Effortlessly manage your contacts by transforming new Chime leads into Microsoft Outlook contacts with this streamlined workflow. Bridge the gap between your CRM and email client, ensuring all potential clients are on your radar and kept up-to-date. Focus on providing excellent service while this seamless process handles contact organization for you.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is assigned to you. Does not work for lender-type accounts.
  2. automatically do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact.
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More things you can do with Lofty and Microsoft Outlook

Discover other triggers and actions you can use with Lofty and Microsoft Outlook

    • Segment
      Required
    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search
    New Transaction

    New transaction trigger

    Trigger
    Instant
    Try It
    • Zap Trigger ID
      Required
    Trigger
    Instant
    Try It
    • Pipeline
      Required
    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search
    New Lead

    Triggers when a new lead is assigned to you. Does not work for lender-type accounts.

    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search
    Transaction File Uploaded

    Fires when a new file is uploaded to a Transaction in Lofty.

    Trigger
    Instant
    Try It
    • First 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)
    • timeFrame (Buyer)
    • Beds (Seller)
    • Baths (Seller)
    • Price (Seller)
    • Address (Seller)
    • SqFt (Seller)
    • City (Seller)
    • State (Seller)
    • Zipcode (Seller)
    • timeFrame (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
    Action
    Write
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About Lofty
Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
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microsoft-outlook logo
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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