If you want to combine BoldTrail BackOffice powerful features with those of the Lofty (ex Chime) platform, this article will explain how this can be done. With this integration, you can sync lead and transaction data between Lofty and BoldTrail BackOffice.

From the Lofty CRM navigate to Settings > Integrations > BoldTrail BackOffice > Connect:

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Enter your BoldTrail BackOffice API key and account_id and then click Save.

You should see a confirmation message flash on the screen letting you know that BoldTrail BackOffice has been integrated:

You will also see BoldTrail BackOffice now listed under the Existing Integrations:

There are three ways to send data from Lofty to BoldTrail BackOffice using the integration: (1) when creating a new transaction, (2) by manually sending an update via the lead profile page, or (3) by manually sending an update via the transaction detail page. All of these are explained individually below. . .

*Please note that the following requirements must be met for this scenario (1) to work:

When you create a new transaction or update a transaction, you can choose to sync this transaction to BoldTrail BackOffice as either an "Actual Transaction" or an "Incoming Transaction" (see FAQ for definitions below).

A transaction can be added directly via the Lead Profile > Transactions & Docs:

Or via Transaction Management > New:

In the window to add the new transaction, you will want to complete as much information as possible, give it a name, etc. Then, once all the information has been added, you will see a checkbox appear at the bottom that, when checked, will send the transaction to BoldTrail BackOffice:

The transaction will then be sent to BoldTrail BackOffice depending on the option selected.

*Please note that the following requirements must be met for this scenario (2) to work:

Navigate to the lead profile for the lead that you want to send to BoldTrail BackOffice. Hover over the three dots and click on the option to Send to BoldTrail BackOffice:

After clicking this button, there are two possible situations: (a) if the lead doesn't have any transactions and (b) if the lead has at least one transaction.

If the lead doesn’t have any transactions that are assigned to you as the user, the system will only send the lead to BoldTrail BackOffice and create a new contact at BoldTrail BackOffice.

If the lead has at least one transaction assigned to you as the user, the system will allow you to choose which transactions you want to sync to BoldTrail BackOffice in addition to the lead contact details. When this is happening, the following will take place:

A message will display showing that the sync is happening. This should disappear automatically within a short period (depending on the number of transactions being synced) or you can dismiss it and come back later.

After syncing, a record is left on the lead's activities timeline:

(3) Manually sending an update via the transaction detail page

*Please note that the following requirements must be met for this scenario (2) to work:

Navigate to the transaction detail page. You can do so by going to the Lead Profile > Transactions & Docs and clicking on the transaction name:

Or, you can navigate to Transaction Management and then click on the transaction name:

Once you are on the transaction detail page, hover over the three dots and then click on the option to "Send to BoldTrail BackOffice":
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You will then need to confirm the action:

When this is happening, the following will take place:

A timeline record will be generated on the transaction detail history page telling you whether it was successful or not and why.

There are two ways to update data from BoldTrail BackOffice to Lofty: (1) manually pulling updated lead data from BoldTrail BackOffice and (2) manually pulling updated transaction data from BoldTrail BackOffice. These are both explained individually below. . .

Navigate to a Lead Profile, hover over the three dots, and then click on the option to "Update from BoldTrail BackOffice":

You will need to confirm that you would like to proceed with this action:

A status update will appear:
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If synced successfully, a message will appear like this:

Once updated, a timeline record will be made:

Once a transaction on Lofty is connected with an "Actual Transaction" at BoldTrail BackOffice, you will see the BoldTrail BackOffice logo located on the transaction detail page:

If you want to update the transaction record in Lofty with any new updates at BoldTrail BackOffice, you can navigate to the transaction detail page and update the transaction data from BoldTrail BackOffice by hovering over the three dots at the top-right and then clicking the option to "Update from BoldTrail BackOffice":

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You will then need to confirm the requested action:

It will then synchronize:

If successful, a message will appear confirming:

A record will be documented on the transaction detail history page:

If you choose "Actual Transaction", the system will send your transaction to BoldTrail BackOffice and create an actual transaction, send the associated lead to BoldTrail BackOffice as a contact, and then connect the contact and transaction in BoldTrail BackOffice. If synced as an "Actual Transaction," it will also display with the BoldTrail BackOffice logo on the Lofty transaction detail page:
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If you choose "Incoming Transaction," your transaction will be displayed in the Incoming Transaction section and you can accept and create an actual transaction in BoldTrail BackOffice by clicking on the "Accept" button. Otherwise, you can discard the incoming transaction.

Please note that according to BoldTrail BackOffice system logic, if you discard the transaction synced from Lofty to BoldTrail BackOffice, even if you make changes to the transaction in Lofty, later on, it will not be able to sync back to BoldTrail BackOffice. Technically speaking, you would have to create a brand new transaction in order for that sync to work if you had already discarded it.

The following is a list of the data that will be synced between a Lofty lead and a BoldTrail BackOffice contact:

The following table outlines how Lofty transaction data is aligned with the data at BoldTrail BackOffice. This data will update at the other location depending on which action is taken from the above options of updating to/from BoldTrail BackOffice.

The "price" will sync between Lofty and BoldTrail BackOffice differently depending on two different scenarios: (a) the transaction is "active" and (b) the transaction is "closed."

If the transaction is an "Active" transaction at Lofty (meaning not closed) then the price synced from Lofty to BoldTrail BackOffice is the List Price which is found here in the transaction fields under Property:

But, if the transaction is "closed," then the price synced from Lofty to BoldTrail BackOffice is going to be the "Close Price" under the Basic Info section:

The "account_id" is the same for all agents within the same office and can be found under the COMPANY page title. However, if there are multiple offices, each different office has its own "account_id" listed on the USER > Account page.

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