Google Sheets + Lofty
Create new Google Sheets spreadsheets every time a new lead is captured in Lofty
Kickstart your customer management process whenever a new prospect comes into the Lofty app. This workflow springs into action and captures the details in a Google Sheets spreadsheet. With this automation, you can update your records with the new lead information right away and keep your team aligned. So, concentrate on building relationships and let this workflow handle the task of data entry.
Kickstart your customer management process whenever a new prospect comes into the Lofty app. This workflow springs into action and captures the details in a Google Sheets spreadsheet. With this automation, you can update your records with the new lead information right away and keep your team aligned. So, concentrate on building relationships and let this workflow handle the task of data entry.
- When this happens...New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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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
