EngageBay Marketing + Lofty

Create new leads in Lofty from new form submissions in EngageBay Marketing

Start converting your EngageBay Marketing form submissions into potential business opportunities with this efficient workflow. When someone fills out a form on EngageBay Marketing, this automation will instantly create a lead in the Lofty app for you. It helps streamline your lead management process, allowing your team to respond promptly and effectively to new inquiries.

When this happens...
New Form SubmissionTriggered each time a new form submission takes place.
TriggerInstant
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Create LeadCreates a new lead.
ActionWrite

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More things you can do with EngageBay Marketing and Lofty

Discover other triggers and actions you can use with EngageBay Marketing and Lofty

New Company
Instant trigger powered by webhooks. Fires immediately when a new company is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
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New Contact
Instant trigger powered by webhooks. Fires immediately when a new contact is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
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Contact Unsubscribed
Instant trigger powered by webhooks. Fires immediately when a contact unsubscribes in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
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New Deal
Instant trigger powered by webhooks. Fires immediately when a new deal is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
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New Company [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Company" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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New Deal [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Deal" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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Get Owners
Trigger to get all owners.
Trigger
Polling
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Get Tracks
Tigger to get all tracks.
Trigger
Polling
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- Name
  Required
Trigger
Instant
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- List
  Required
- Limit
  Required
Trigger
Polling
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- Tag
  Required
Trigger
Instant
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- Fields
  Required
Trigger
Instant
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Contact Unsubscribed [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Contact Unsubscribed" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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Contact Property Change[Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Contact Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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Task Property Change [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Task Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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- Contact ID
  Required
- Subject
- Description
Action
Write
- Name
- Phone Number
- Email
  Required
- Timezone
- Start Time
  Required
- End Time
  Required
Action
Write
- Form
  Required
- Email
  Required
Action
Write
- Tag
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Write
- Search Query
  Required
- Email
  Required
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Search or write
- 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

- Fields
  Required
Trigger
Instant
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- Tag
  Required
Trigger
Instant
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- Fields
  Required
Trigger
Instant
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- Event Type
  Required
Trigger
Instant
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New Contact [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Contact" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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New Event [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Event" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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New Task [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Task" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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- Field
Trigger
Instant
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- List
  Required
Trigger
Instant
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- t_fields
Trigger
Instant
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New Task
Instant trigger powered by webhooks. Fires immediately when a new task is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
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- Properties
Trigger
Instant
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Company Property Change [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Company Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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Deal Property Change [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Deal Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
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- Sequence
  Required
- Email
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Email
  Required
- Subject
  Required
- Priority
- Type
- Status
- Assignee
- Message
Action
Write
- Email
  Required
- Last Name
- Role
- First Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Blog
- Website (Xing)
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Tag
  Required
- Email
  Required
Action
Write
- Search Query
  Required
Action
Search
- Segment
  Required
Trigger
Instant
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New Transaction
New transaction trigger
Trigger
Instant
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- Zap Trigger ID
  Required
Trigger
Instant
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Update Transaction
Update transaction trigger
Trigger
Instant
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- 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 EngageBay Marketing

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

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About Lofty

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