Create records in Airtable from new leads in Lofty
Gain an edge in managing your leads with this automated workflow. When a new lead is added in Lofty, a corresponding record is created in Airtable. This means you can swiftly organize vital lead information without manual data entry. Enjoy the convenience of having all your leads' details arranged and easily managed for improving your business operations and sales strategy.
Gain an edge in managing your leads with this automated workflow. When a new lead is added in Lofty, a corresponding record is created in Airtable. This means you can swiftly organize vital lead information without manual data entry. Enjoy the convenience of having all your leads' details arranged and easily managed for improving your business operations and sales strategy.
- When this happens...New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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SegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
Try ItUpdate Transaction
Update transaction trigger
Try It
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItTransaction File Uploaded
Fires when a new file is uploaded to a Transaction in Lofty.
Try ItFirst Name
Last Name
Email
Phone
Birthday
Street or Complete Address (Mailing Address)
Lead Type
Lead Ownership Level
Source
Segment
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





