Fieldnotes + Lofty + Filter by Zapier
Update or add contacts in Fieldnotes with new buyer leads in Chime
Chime is another CRM that can be linked to Fieldnotes via Zapier. Not only that, but if you only want to forward certain types of leads to Fieldnotes or you have other filters in mind, that is also possible. With this Zap in place, for example, you'll automatically update or add a contact in Fieldnotes with each new buyer lead in Chime.
Chime is another CRM that can be linked to Fieldnotes via Zapier. Not only that, but if you only want to forward certain types of leads to Fieldnotes or you have other filters in mind, that is also possible. With this Zap in place, for example, you'll automatically update or add a contact in Fieldnotes with each new buyer lead in Chime.
- When this happens...New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
- 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
