Follow Up Boss + Lofty
Trigger new inquiries or website events in Follow Up Boss when lead pipelines change in Lofty
With this workflow, once a change occurs within your Lofty lead pipeline, you can ensure quick, efficient responses and engagement via the Follow Up Boss app. A New Inquiry or Website Event is initiated in Follow Up Boss every time there is a pipeline modification in Lofty. Experience streamlined management of your lead pipeline changes and enjoy a boost in engagement without needing to manually create inquiries or website events.
With this workflow, once a change occurs within your Lofty lead pipeline, you can ensure quick, efficient responses and engagement via the Follow Up Boss app. A New Inquiry or Website Event is initiated in Follow Up Boss every time there is a pipeline modification in Lofty. Experience streamlined management of your lead pipeline changes and enjoy a boost in engagement without needing to manually create inquiries or website events.
- When this happens...Lead Pipeline Changed
Triggers when a lead is moved to the selected pipeline.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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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
