Altos Research + Lofty

Create new contacts in Altos Research from new leads in Lofty

Streamline your lead management process with this efficient workflow. Whenever a new lead is detected in your Lofty app, it instantly creates a new contact within your Altos Research platform. Save time and enhance accuracy with this seamless transfer of critical contact information. You'll never miss out on potential business opportunities with this quick and reliable system.

Streamline your lead management process with this efficient workflow. Whenever a new lead is detected in your Lofty app, it instantly creates a new contact within your Altos Research platform. Save time and enhance accuracy with this seamless transfer of critical contact information. You'll never miss out on potential business opportunities with this quick and reliable system.

  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!
    Altos ResearchAltos Research
    Create Contact

    Creates a new contact

    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
  • Lofty triggers, actions, and search

    Transaction File Uploaded

    Fires when a new file is uploaded to a Transaction in Lofty.

    Trigger
    Instant
    Try It
    • First 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

    Action
    Write
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altos logo

About Altos Research

Altos tracks over 100 million properties across the U.S. and emails customized reports to contacts every week. Altos reports generate leads as people interact with them.

Related categories

  • Marketing
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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