CINC + Lofty

Update leads in CINC when new lead pipelines change in Lofty

Ensure that the most recent lead information is always available in your CINC app with this workflow that activates whenever there's a change in the lead pipeline within Lofty. By seamlessly transferring updates across both platforms, it eliminates any chances of missing out on potential leads and saves you significant time, allowing for an efficient and hassle-free process. Benefit from a streamlined operation that keeps all your crucial lead data up-to-date.

Ensure that the most recent lead information is always available in your CINC app with this workflow that activates whenever there's a change in the lead pipeline within Lofty. By seamlessly transferring updates across both platforms, it eliminates any chances of missing out on potential leads and saves you significant time, allowing for an efficient and hassle-free process. Benefit from a streamlined operation that keeps all your crucial lead data up-to-date.

  1. When this happens...
    LoftyLofty
    Lead Pipeline Changed

    Triggers when a lead is moved to the selected pipeline.

    TriggerInstant
  2. automatically do this!
    CINCCINC
    Update Lead

    Updates existing lead in the CINC CRM.

    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
cinc logo
cinc logo

About CINC

CINC is a CRM for top-producing real estate brokers and agents, providing an integrated buyer lead generation and management solution.

Related categories

  • CRM (Customer Relationship Management)

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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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier