Lofty + Wise Agent CRM
Add new Chime leads directly to Wise Agent CRM
Easily manage your real estate prospects by using this workflow that connects Chime and Wise Agent CRM. Whenever a new lead is added on Chime, this workflow will efficiently add the lead to your Wise Agent CRM. This way, you focus more on nurturing your prospects and less on manual data entry or juggling between apps. It simplifies your lead tracking and ensures all your contacts are promptly organized in one seamless operation.
Easily manage your real estate prospects by using this workflow that connects Chime and Wise Agent CRM. Whenever a new lead is added on Chime, this workflow will efficiently add the lead to your Wise Agent CRM. This way, you focus more on nurturing your prospects and less on manual data entry or juggling between apps. It simplifies your lead tracking and ensures all your contacts are promptly organized in one seamless operation.
- When this happens...New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
- automatically do this!Add/Update Lead/Contact
Adds or updates a lead.
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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
