Follow Up Boss + Lofty
Add tags to contacts in Follow Up Boss when new smart plan actions happen in Lofty
Improve your workflow efficiency with integrated actions across the Lofty and Follow Up Boss apps. When there's a new Smart Plan Action in your Lofty app, this seamless automation promptly updates and adds relevant tags to chosen contacts in your Follow Up Boss app. This not only streamlines contact organization but also liberates your time for core tasks ensuring no crucial contact updates are ever missed.
Improve your workflow efficiency with integrated actions across the Lofty and Follow Up Boss apps. When there's a new Smart Plan Action in your Lofty app, this seamless automation promptly updates and adds relevant tags to chosen contacts in your Follow Up Boss app. This not only streamlines contact organization but also liberates your time for core tasks ensuring no crucial contact updates are ever missed.
- When this happens...Smart Plan Action
Trigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.
- automatically do this!Add Tags to a Contact
Adds tags to a contact.
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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
