BizConnect + Lofty integrations
Create leads in Lofty from new contacts in BizConnect
When a new contact is added in BizConnect, this workflow instantly generates a new lead in the Lofty app. Simplify your sales process and ensure leads are immediately followed up on directly from your contact list. This dynamic workflow streamlines the transition from contact to lead, giving you more time to react and make sales happen.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create LeadCreates a new lead.
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More things you can do with BizConnect and Lofty
Discover other triggers and actions you can use with BizConnect and Lofty
- New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - SegmentRequired
Try ItTriggerInstant- New Transaction
New transaction trigger
Try ItTriggerInstant - Zap Trigger IDRequired
Try ItTriggerInstant
- First NameRequired
- Last Name
- Email
- Company Name
- Job Title
- Mobile Numbers
- Phone Numbers
- Fax
- PO Box
- Address
- Postal(ZIP) Code
- City
- State
- Country
- Website
ActionWrite- PipelineRequired
Try ItTriggerInstant- New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItTriggerInstant - Transaction File Uploaded
Fires when a new file is uploaded to a Transaction in Lofty.
Try ItTriggerInstant
BizConnect is an application for business card scanning and contact management which comes with attractive CRM features.
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Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
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