Lofty + Zoho CRM
Create or update Zoho CRM module entries from new Chime smart plan actions
Boost your CRM efficiency with this seamless integration between Chime and Zoho CRM. When a Smart Plan action occurs in Chime, this workflow will automatically create or update a Module Entry in your Zoho CRM, ensuring your records are always up-to-date. Save time and maintain accurate data without manual intervention.
Boost your CRM efficiency with this seamless integration between Chime and Zoho CRM. When a Smart Plan action occurs in Chime, this workflow will automatically create or update a Module Entry in your Zoho CRM, ensuring your records are always up-to-date. Save time and maintain accurate data without manual intervention.
- When this happens...Smart Plan Action
Trigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.
- automatically do this!Create/Update Module Entry
Create or update module entries
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- 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
