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Jotform + Lofty

Assign forms in Jotform when lead pipelines change in Chime

Effortlessly manage your leads with this workflow. When a change is made in your Chime Lead Pipeline, it initiates the assignment of a specific form in Jotform. Save time and increase efficiency by ensuring the relevant information is quickly and effectively distributed, making lead management a breeze.

Effortlessly manage your leads with this workflow. When a change is made in your Chime Lead Pipeline, it initiates the assignment of a specific form in Jotform. Save time and increase efficiency by ensuring the relevant information is quickly and effectively distributed, making lead management a breeze.

  1. When this happens...
    LoftyLofty
    Lead Pipeline Changed

    Triggers when a lead is moved to the selected pipeline.

    TriggerInstant
  2. automatically do this!
    JotformJotform
    Assign Form

    Invite assignees to complete your form

    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

    • 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)

    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
  • Lofty triggers, actions, and search

    Update Transaction

    Update transaction trigger

    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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jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
Learn moreHelp

Related categories

  • Forms & Surveys

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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

  • Create new leads in Chime from new submissions in Jotform
  • Update leads in Lofty when new submissions come in from Jotform

Related Zap Templates

  • Create new leads in Chime from new submissions in Jotform

 

  • Update leads in Lofty when new submissions come in from Jotform

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