Lofty + Real Geeks

Create new Real Geeks leads from new Lofty leads

Enhance your lead management process with this streamlined workflow. When a new potential client emerges in the Lofty app, this integration swiftly transfers their details into Real Geeks. This efficient method removes the need for manual data entry, ensuring every prospect is promptly attended to. It's an effective way to increase your team's productivity and strengthen your client acquisition strategies.

Enhance your lead management process with this streamlined workflow. When a new potential client emerges in the Lofty app, this integration swiftly transfers their details into Real Geeks. This efficient method removes the need for manual data entry, ensuring every prospect is promptly attended to. It's an effective way to increase your team's productivity and strengthen your client acquisition strategies.

  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!
    Real GeeksReal Geeks
    Create Lead

    Create a new Lead.

    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
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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real-geeks logo
real-geeks logo

About Real Geeks

Real Geeks is a real estate sales and marketing solution including all the tools you need - Lead Generation, Cultivation, IDX Website, CRM and marketing services.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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