Gravity Forms
+ Lofty

Your website forms bring in buyers, sellers, renters and home valuation requests. Your agents work those leads in Lofty, the real estate CRM formerly known as Chime. The Gravity Forms Lofty Premium Add-on connects the two, so every form entry becomes a Lofty lead within seconds, with nothing copied by hand and nothing lost on the way.

Each feed creates a new lead or updates the lead that already has the same e-mail address or phone number, so past clients are not duplicated. It fills the name, e-mail, phone, mailing or property address, lead type, lead source, stage, tags and segments, saves what the buyer is looking for (price range, bedrooms, bathrooms, property type and area) and the buyer and seller details, and adds a note with the form answers. Leave the agent to your Lofty lead routing, pick an agent, or take the agent from the page the visitor used. It uses the Lofty Open API with an API key you create in your own Lofty account.

Lofty is a trademark of its owner. This add-on is made by GravityExtra and is not affiliated with or endorsed by Lofty.

When a form is submitted, the feed builds the lead from the mapped fields and asks Lofty, through the Lofty Open API, whether the person is already a lead: first by e-mail address, then by phone number. It then creates the lead with your lead type, source, tags, inquiry and agent, and the note with the form answers, or updates the existing lead and adds the note. The API key goes to Lofty in the Authorization header over https and nowhere else. Every step is written to the entry note; when Lofty is busy or cannot be reached the entry is tried again later, and no lead is created while Lofty cannot be searched.