Google Tasks + Lofty

Create tasks in Google Tasks for new leads in Chime

Stay on top of new leads and manage your follow-ups efficiently by connecting Chime and Google Tasks through this workflow. Whenever a new lead is added in Chime, a corresponding task will be created in Google Tasks, ensuring you never miss an opportunity to connect with potential clients and close more deals. Streamline your lead management and task tracking processes without any manual intervention.

Stay on top of new leads and manage your follow-ups efficiently by connecting Chime and Google Tasks through this workflow. Whenever a new lead is added in Chime, a corresponding task will be created in Google Tasks, ensuring you never miss an opportunity to connect with potential clients and close more deals. Streamline your lead management and task tracking processes without any manual intervention.

  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!
    Google TasksGoogle Tasks
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

    • 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
google-tasks logo
google-tasks logo

About Google Tasks

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.
Learn more

Related categories

  • Google
  • Task Management

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lofty logo
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 more

Related categories

  • CRM (Customer Relationship Management)

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