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Set up your first integration
Quickly connect Lofty to RealScout with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Lofty with RealScout - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Segment Changed" from Lofty.
Add your action
An action happens after the trigger—such as "Create Client" in RealScout.
You’re connected!
Zapier seamlessly connects Lofty and RealScout, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- SegmentRequired
Try ItTriggerInstant- New Transaction
New transaction trigger
Try ItTriggerInstant - Zap Trigger IDRequired
Try ItTriggerInstant- First Name
- Last Name
- Email
- Phone
- Birthday
- Street or Complete Address (Mailing Address)
- Lead Type
- Lead Ownership Level
- Source
- SegmentRequired
- 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)
- Call Opt In
- Text Opt In
- Email Opt In
- Number Consent
ActionWrite
- PipelineRequired
Try ItTriggerInstant- New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItTriggerInstant - Update Transaction
Update transaction trigger
Try ItTriggerInstant - 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
ActionWrite
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Practical ways you can use Lofty and RealScout
Sync new leads with RealScout.
When a new lead is added in Lofty, automatically create a matching homebuyer profile in RealScout. This ensures that new prospects are consistently added to RealScout, so they quickly start receiving personalized property alerts, saving manual data entry time and improving response rates.
Business OwnerNotify marketing about lead activities.
When a lead is moved to a different pipeline or group in Lofty, Zapier can notify the marketing team in Slack. This keeps them up-to-date regarding lead progress and potential campaigns to align.
Marketing & Marketing OpsTrack email activity on leads.
When an email event occurs in RealScout, such as an email being delivered or opened, notify the sales team in Lofty. This provides quick insights into client engagement.
Sales Ops
Frequently Asked Questions about Lofty + RealScout integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Lofty and RealScout
How does Lofty integrate with RealScout?
Lofty integrates with RealScout using triggers and actions. When certain events happen in Lofty, the integration can automatically perform actions in RealScout. You can set up these interactions according to your workflow needs.
What are triggers in the Lofty and RealScout integration?
Triggers in our Lofty and RealScout integration refer to specific events that initiate a workflow. For example, adding a new property in Lofty can trigger an update or notification in RealScout.
What actions can be automated between Lofty and RealScout?
In the integration between Lofty and RealScout, actions such as updating property details or notifying your team about new listings are automated when specific triggers occur.
Is technical expertise required to set up the Lofty-RealScout integration?
No technical expertise is required to set up the integration. Our platform provides a user-friendly interface, allowing you to easily configure triggers and actions without any coding knowledge.
Can I customize which events trigger actions from Lofty to RealScout?
Yes, you can fully customize which events trigger specific actions within the integration. Whether it’s based on time, activity type, or other criteria, you have control over how data flows between Lofty and RealScout.
How often do the integrations sync between Lofty and RealScout?
The syncing frequency depends on how you've configured your workflows. Generally, integrations can be set for instant synchronization whenever a trigger event occurs, allowing real-time data exchange where necessary.
What should I do if there’s an issue with my integration setup between Lofty and RealScout?
If you encounter an issue with your integration setup, we recommend rechecking your configuration settings for triggers and actions first. Our support team is also available to assist you if further troubleshooting is needed.
