Create new leads in Lofty from new leads in Real Geeks
Streamline your real estate lead management with this workflow. Whenever a new lead shows up on Real Geeks, it will instantly create a lead in Lofty. This process saves you the hassle of manual transfers and ensures no potential client slips through the cracks, improving your efficiency and lead response time.
Streamline your real estate lead management with this workflow. Whenever a new lead shows up on Real Geeks, it will instantly create a lead in Lofty. This process saves you the hassle of manual transfers and ensures no potential client slips through the cracks, improving your efficiency and lead response time.
- When this happens...New Lead
New Lead created on your Real Geeks website.
- automatically do this!Create Lead
Creates a new lead.
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SiteRequired
Try ItSegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
Try It
SiteRequired
Agent
SourceRequired
Type
First Name
Last Name
Phone Number
Email Address
Address
Street Address
City
State
Zip Code
Contact Message
Notes
Region
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItUpdate Transaction
Update transaction trigger
Try It