1.Detects smart-plan lead events
Integrate ChimeMe to detect lead and contact events from smart-plan activity for routing the next contact steps.
Create contact across address books for new leads
Automatically catch smart-plan lead events in ChimeMe across Google Contacts and Microsoft Outlook. Create and update when contacts are missing or details changeβso you can create unified contact records, update office rosters, and keep Lofty lead profiles current without manual address-book duplication.
How this automation updates your contact records
When qualifying smart-plan lead events arrive, delays can leave agents working from outdated contact details. This automation creates and updates contacts across address books and syncs lead records to Loftyβso your team can act on the latest information.
Memor swap with your favorite app
2.Creates contact in Google Contacts
Integrate Google Contacts, data mapping tools, and contact fields to create a contact and map name, email, phone, notes, and mailing address.
Google Contactsor swap with your favorite app
3.Finds or creates Office book A
Integrate Microsoft Outlook and CRM data tools to find by email and name or create a contact and map fields into Office book A.
Microsoft Outlookor swap with your favorite app
4.Finds or creates Office book B
Integrate Microsoft Outlook and contact address books to repeat the search and create flow for a second office roster and map fields.
5.Creates or updates Lofty lead
Integrate Lofty and lead data fields to search by email, create a missing lead, associate the contact, and add a source note.
Loftyor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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