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Lofty + zipForm Plus

Create zipForm Plus contacts from new Chime leads

Effortlessly manage your real estate leads with this streamlined workflow between Chime and zipForm Plus. Whenever a new lead is added in Chime, a contact will be created in zipForm Plus, allowing you to keep all your information organized and up-to-date without any manual entry. This seamless connection saves you valuable time and helps you stay focused on nurturing your leads and closing deals.

Effortlessly manage your real estate leads with this streamlined workflow between Chime and zipForm Plus. Whenever a new lead is added in Chime, a contact will be created in zipForm Plus, allowing you to keep all your information organized and up-to-date without any manual entry. This seamless connection saves you valuable time and helps you stay focused on nurturing your leads and closing deals.

  1. When this happens...
    LoftyLofty
    New Lead

    Triggers when a new lead is assigned to you. Does not work for lender-type accounts.

    TriggerInstant
  2. automatically do this!
    zipForm PluszipForm Plus
    Create Contact

    Triggers when a new contact is added to a zipForm Address Book.

    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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lofty logo

About Lofty

Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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zipform-plus logo
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About zipForm Plus

For more than 20 years, zipForm® — zipLogix's real estate forms software and the exclusive and official forms software for NAR — has been the real estate industry's technology foundation. zipLogix offers products that support more than 640,000 users, and delivers innovative products and web applications that significantly improve the productivity and efficiency and address the specific needs of REALTORS®.

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