Lofty + Personal AI

Lofty + Personal AI integrations

Sync new Chime leads to Personal AI memories

Discover an efficient way to handle new leads from Chime by enhancing this process with the Personal AI app. With this automated workflow, every time a new lead emerges in Chime, their details get instantly saved in Personal AI. This seamless process ensures that all lead information is stored accurately for future reference, streamlining your lead management efforts and enhancing productivity.

When this happens...
New LeadTriggers when a new lead is assigned to you. Does not work for lender-type accounts.
TriggerInstant
automatically do this!
Sync MemoryCreate a new memory.
ActionWrite

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More things you can do with Lofty and Personal AI

Discover other triggers and actions you can use with Lofty and Personal AI

- Segment
  Required
Trigger
Instant
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New Transaction
New transaction trigger
Trigger
Instant
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- Zap Trigger ID
  Required
Trigger
Instant
Try It
Update Transaction
Update transaction trigger
Trigger
Instant
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- Transaction Name
  Required
- Transaction ID
- Lead First Name
  Required
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction Type
  Required
- Transaction Stage
  Required
- 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

- Transaction Name
  Required
- Transaction ID
- Lead First Name
  Required
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction Type
  Required
- Transaction Stage
  Required
- 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
- Object
  Required
- Search Value
  Required
Action
Search

- Text
  Required
- Created Time
- Raw Feed Text
- HashTags
- Source Name
- Domain Name
  Required
- Events
Action
Write
- Message Prompt
  Required
- Message Context
- Message Sender
- Conversation Id
- Domain Name
  Required
- Source Name
- Add to Memory
- Events
- Metadata for Message
Action
Write
- Message Prompt
  Required
- Message Context
- Message Command
  Required
- Message Sender
- Conversation Id
- Domain Name
  Required
- Source Name
- Add to Message
Action
Write
- Url
  Required
- Start Time
- End Time
- Source
- Domain Name
  Required
- Title
- HashTags
Action
Write

- Pipeline
  Required
Trigger
Instant
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New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Trigger
Instant
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Transaction File Uploaded
Fires when a new file is uploaded to a Transaction in Lofty.
Trigger
Instant
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- 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
- Email
- leadId
- First Name
- Last Name
- 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)
- timeFrame (Buyer)
- Beds (Seller)
- Baths (Seller)
- Price (Seller)
- Address (Seller)
- SqFt (Seller)
- City (Seller)
- State (Seller)
- Zipcode (Seller)
- timeFrame (Seller)
- City (Mailing Address)
- State (Mailing Address)
- Zip Code(Mailing Address)
- Call Opt In
- Text Opt In
- Email Opt In
- Number Consent
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Source Name
  Required
- Domain Name
  Required
Trigger
Instant
Try It
- Message Prompt
  Required
- Message Command
  Required
- Message Context
- Message Sender
- Conversation Id
- Domain Name
  Required
- Source Name
- Add to Message
Action
Write
- Message Prompt
  Required
- Message Context
- Message Sender
- Conversation Id
- Domain Name
  Required
- Source Name
  Required
- Add to Memory
- Metadata
Action
Write
- Text
  Required
- Start Time
- End Time
- Source
- Domain Name
  Required
- Title
- HashTags
Action
Write

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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About Personal AI

Personal AI, your digital mind for enhanced living. Unlock AI's power as it recalls memories and engages in meaningful conversations.

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