ClickUp + Lofty
Manage new Lofty leads by creating tasks in ClickUp
Stay on top of your potential opportunities in real-time with this automation that connects Lofty and ClickUp. Whenever you get a new lead in Lofty, it instantly creates a task in ClickUp, ensuring you don't miss any important follow-ups. This workflow offers a seamless way to manage your leads, making lead tracking easier and more efficient.
Stay on top of your potential opportunities in real-time with this automation that connects Lofty and ClickUp. Whenever you get a new lead in Lofty, it instantly creates a task in ClickUp, ensuring you don't miss any important follow-ups. This workflow offers a seamless way to manage your leads, making lead tracking easier and more efficient.
- When this happens...New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 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
