Callingly + Lofty
Update or tag Callingly leads when new smart plan actions occur in Lofty
Boost your productivity with this nifty workflow: Whenever there's a Smart Plan action in Lofty, it will prompt the Callingly app to update or tag a lead. This seamless connection between the two apps ensures you keep track of your valuable leads in real time, making your sales process more efficient and less time-consuming. The automation takes care of the tedious tasks, leaving you free to focus on closing deals.
Boost your productivity with this nifty workflow: Whenever there's a Smart Plan action in Lofty, it will prompt the Callingly app to update or tag a lead. This seamless connection between the two apps ensures you keep track of your valuable leads in real time, making your sales process more efficient and less time-consuming. The automation takes care of the tedious tasks, leaving you free to focus on closing deals.
- 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!Update or Tag Lead
Updates or tags a lead.
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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
