Microsoft Excel + Lofty integrations
Update Microsoft Excel rows whenever segments change in Lofty
Streamline your data management with this efficient workflow. When you update a segment in the Lofty app, this process automatically adds a new row into your Microsoft Excel spreadsheet. No more manual data entry, this automation helps to save time and ensures consistent information between your apps. Enjoy a smooth, integrated, and error-free data updating experience across platforms.
- When this happens...Segment ChangedTriggers when a lead is moved to the selected group.
- automatically do this!Add RowAdds a new row to the end of a worksheet.
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More things you can do with Lofty and Microsoft Excel
Discover other triggers and actions you can use with Lofty and Microsoft Excel
- SegmentRequired
Try ItTriggerInstant- New Transaction
New transaction trigger
Try ItTriggerInstant - Zap Trigger IDRequired
Try ItTriggerInstant- Update Transaction
Update transaction trigger
Try ItTriggerInstant
- PipelineRequired
Try ItTriggerInstant- New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItTriggerInstant - Transaction File Uploaded
Fires when a new file is uploaded to a Transaction in Lofty.
Try ItTriggerInstant - 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
ActionWrite
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
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