Create new Altos Research contacts from new smart plan actions in Lofty
This automation kickstarts when an action is executed in your Lofty app. It then streamlines the process by creating a new contact in your Altos Research app. This seamless integration not only enhances operational efficiency but ensures no lead gets lost in the transition. Dictate contact creation, save time, and maintain accurate record keeping with this streamlined workflow.
This automation kickstarts when an action is executed in your Lofty app. It then streamlines the process by creating a new contact in your Altos Research app. This seamless integration not only enhances operational efficiency but ensures no lead gets lost in the transition. Dictate contact creation, save time, and maintain accurate record keeping with this streamlined workflow.
- When this happens...Smart Plan Action
Trigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.
- automatically do this!Create Contact
Creates a new contact
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- 14 day trial for premium features & apps
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


