Lofty + RealScout
Create new RealScout clients when Chime lead pipelines change
Keep your lead management organized and efficient. With this workflow, once there's a change in your Lead Pipeline within the Chime, it will seamlessly pave the way for the creation of a new client in the RealScout app. It saves time by providing a streamlined process, which means you can focus more on converting those leads into successful transactions.
Keep your lead management organized and efficient. With this workflow, once there's a change in your Lead Pipeline within the Chime, it will seamlessly pave the way for the creation of a new client in the RealScout app. It saves time by providing a streamlined process, which means you can focus more on converting those leads into successful transactions.
- When this happens...Lead Pipeline Changed
Triggers when a lead is moved to the selected pipeline.
- automatically do this!Create Client
Creates a homebuyer in RealScout for the authenticated Agent.
- Free forever for core features
- 14 day trial for premium features & apps
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
