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Lofty + Microsoft Outlook

Send emails in Microsoft Outlook for new Chime smart plan actions

Effortlessly manage your tasks in Chime with this seamless workflow that sends emails through Microsoft Outlook when a Smart Plan action occurs. Stay on top of your responsibilities by receiving prompt notifications, ensuring you never miss important updates or action items. Improve productivity and organization by integrating Chime and Microsoft Outlook for a smooth and efficient work process.

Effortlessly manage your tasks in Chime with this seamless workflow that sends emails through Microsoft Outlook when a Smart Plan action occurs. Stay on top of your responsibilities by receiving prompt notifications, ensuring you never miss important updates or action items. Improve productivity and organization by integrating Chime and Microsoft Outlook for a smooth and efficient work process.

  1. When this happens...
    LoftyLofty
    Smart Plan Action

    Trigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SegmentRequired

    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search

    New Transaction

    New transaction trigger

    Trigger
    Instant
    Try It
    • Zap Trigger IDRequired

    Trigger
    Instant
    Try It
    • First 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)

    Action
    Write
    • PipelineRequired

    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
    • Transaction 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

    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.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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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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