Lofty + Trello
Create Trello cards when lead pipelines change in Chime
Stay on top of your lead management and enhance productivity with this convenient workflow. When a change occurs in your Chime lead pipeline, a corresponding card is instantly created in Trello. This seamless integration allows you to effortlessly track progress and keep your team informed, simplifying your lead management process.
Stay on top of your lead management and enhance productivity with this convenient workflow. When a change occurs in your Chime lead pipeline, a corresponding card is instantly created in Trello. This seamless integration allows you to effortlessly track progress and keep your team informed, simplifying your lead management process.
- When this happens...Lead Pipeline Changed
Triggers when a lead is moved to the selected pipeline.
- automatically do this!Create Card
Adds a new card on a specific board and list.
- 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
