Google Sheets + Lofty
Initiate a smart plan action in Lofty and add subsequent spreadsheet rows in Google Sheets
Keep your business activities well organized with this streamlined workflow. Whenever a new action is set in motion with Lofty's Smart Plan, it instantly generates a new row in your Google Sheets, saving you time and ensuring you never miss out on relevant data. This seamless connection between your app and Google Sheets offers efficient data management, offering a practical solution to stay well-informed in real-time.
Keep your business activities well organized with this streamlined workflow. Whenever a new action is set in motion with Lofty's Smart Plan, it instantly generates a new row in your Google Sheets, saving you time and ensuring you never miss out on relevant data. This seamless connection between your app and Google Sheets offers efficient data management, offering a practical solution to stay well-informed in real-time.
- 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!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
