Callingly + Lofty

Callingly + Lofty integrations

Update leads in Lofty when calls are completed in Callingly

Stay on top of your leads with this simple workflow. When a call is completed with Callingly, it will update the lead status in your Lofty app, ensuring all information stays accurately up-to-date. Save time and improve accuracy with this efficient automation.

When this happens...
Call CompletedTriggers when a call has been made to a Lead and the call completes.
TriggerInstant
automatically do this!
Update LeadUpdates an existing lead.
ActionWrite

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More things you can do with Callingly and Lofty

Discover other triggers and actions you can use with Callingly and Lofty

Lead Created
Triggers when a new lead is created.
Trigger
Instant
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- Call Status
- Lead Status
- Team
- Number
Trigger
Instant
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- Team
  Required
- First Name
- Last Name
- Phone Number
  Required
- Scheduled Time
  Required
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
Action
Write
- Phone Number
  Required
Action
Search
- Pipeline
  Required
Trigger
Instant
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New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Trigger
Instant
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Transaction File Uploaded
Fires when a new file is uploaded to a Transaction in Lofty.
Trigger
Instant
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- 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)
- timeFrame (Buyer)
- Beds (Seller)
- Baths (Seller)
- Price (Seller)
- Address (Seller)
- SqFt (Seller)
- City (Seller)
- State (Seller)
- Zipcode (Seller)
- timeFrame (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
- Email
- leadId
- First Name
- Last Name
- Phone
- Birthday
- Street or Complete Address (Mailing Address)
- Lead Type
- 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)
- timeFrame (Buyer)
- Beds (Seller)
- Baths (Seller)
- Price (Seller)
- Address (Seller)
- SqFt (Seller)
- City (Seller)
- State (Seller)
- Zipcode (Seller)
- timeFrame (Seller)
- City (Mailing Address)
- State (Mailing Address)
- Zip Code(Mailing Address)
- Call Opt In
- Text Opt In
- Email Opt In
- Number Consent
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Updated Field
- Team
- Filter
Trigger
Instant
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- Team
  Required
- First Name
- Last Name
- Phone Number
  Required
- Email
- Company
- Category
- Source
- Lead Owner
- CRM ID
- Comments
Action
Write
- Phone Number
  Required
- Team
- Status
- Result
- Tags
- Stage
- Lead Owner
- Stop Calls
- Resume Calls
Action
Write
- Segment
  Required
Trigger
Instant
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New Transaction
New transaction trigger
Trigger
Instant
Try It
- Zap Trigger ID
  Required
Trigger
Instant
Try It
Update Transaction
Update transaction trigger
Trigger
Instant
Try It
- Transaction Name
  Required
- Transaction ID
- Lead First Name
  Required
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction Type
  Required
- Transaction Stage
  Required
- Close Price
- GCI
- Team Revenue
- Agent Revenue
- Commission Rate
- Timezone
- Closed Date
- Expected Close
- Appointment Date
- Agreement Signed Date
- Offer Date
- Contract Date
- Appraisal Date
- Home Inspection Date
- Escrow Date
- Expiration Date
- Property Address
- Property Unit
- Property Listing Status
- Property MLS Listing ID
- Property Label
- Property List Price
- Property Type
- Property Bedrooms
- Property Bathrooms
- Property Square Feet
- Property Lot Size (Sqft)
- Property Note
Action
Write
- Transaction Name
  Required
- Transaction ID
- Lead First Name
  Required
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction Type
  Required
- Transaction Stage
  Required
- Close Price
- GCI
- Team Revenue
- Agent Revenue
- Commission Rate
- Timezone
- Closed Date
- Expected Close
- Appointment Date
- Agreement Signed Date
- Offer Date
- Contract Date
- Appraisal Date
- Home Inspection Date
- Escrow Date
- Expiration Date
- Property Address
- Property Unit
- Property Listing Status
- Property MLS Listing ID
- Property Label
- Property List Price
- Property Type
- Property Bedrooms
- Property Bathrooms
- Property Square Feet
- Property Lot Size (Sqft)
- Property Note
Action
Write
- Object
  Required
- Search Value
  Required
Action
Search

About Callingly

Callingly is a call automation platform that gets salespeople on the phone with incoming online leads.

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Related categories

Phone & SMS

About Lofty

Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Trigger Callingly to call leads when new smart plan actions occur in Lofty

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