Homebot + Lofty

Homebot + Lofty integrations

Create new Homebot clients from new leads in Lofty

Boost your productivity with this seamless integration. When a new lead arrives in your Lofty app, this workflow streamlines the process by directly creating a new client in your Homebot app. Save time and effort, ensuring no potential client gets overlooked. With this automation, you're paving the way for a more efficient, robust real estate business.

When this happens...
New LeadTriggers when a new lead is assigned to you. Does not work for lender-type accounts.
TriggerInstant
automatically do this!
Create ClientCreating a new client
ActionWrite

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More things you can do with Lofty and Homebot

Discover other triggers and actions you can use with Lofty and Homebot

- Segment
  Required
Trigger
Instant
Try It
New Transaction
New transaction trigger
Trigger
Instant
Try It
- Zap Trigger ID
  Required
Trigger
Instant
Try It
Update Transaction
Update transaction trigger
Trigger
Instant
Try It
- Transaction Name
  Required
- Transaction ID
- Lead First Name
  Required
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction Type
  Required
- Transaction Stage
  Required
- Close Price
- GCI
- Team Revenue
- Agent Revenue
- Commission Rate
- Timezone
- Closed Date
- Expected Close
- Appointment Date
- Agreement Signed Date
- Offer Date
- Contract Date
- Appraisal Date
- Home Inspection Date
- Escrow Date
- Expiration Date
- Property Address
- Property Unit
- Property Listing Status
- Property MLS Listing ID
- Property Label
- Property List Price
- Property Type
- Property Bedrooms
- Property Bathrooms
- Property Square Feet
- Property Lot Size (Sqft)
- Property Note
Action
Write

- Transaction Name
  Required
- Transaction ID
- Lead First Name
  Required
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction Type
  Required
- Transaction Stage
  Required
- Close Price
- GCI
- Team Revenue
- Agent Revenue
- Commission Rate
- Timezone
- Closed Date
- Expected Close
- Appointment Date
- Agreement Signed Date
- Offer Date
- Contract Date
- Appraisal Date
- Home Inspection Date
- Escrow Date
- Expiration Date
- Property Address
- Property Unit
- Property Listing Status
- Property MLS Listing ID
- Property Label
- Property List Price
- Property Type
- Property Bedrooms
- Property Bathrooms
- Property Square Feet
- Property Lot Size (Sqft)
- Property Note
Action
Write
- Object
  Required
- Search Value
  Required
Action
Search

- Treat As Prospect
- Close Date
- Date of birth
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Locale
- Mobile
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Home ID
  Required
- Amount
  Required
- Date
  Required
- Company loan ID
  Required
- Adjustable
- APR
- ARM first period change
- ARM index
- ARM life cap
- ARM margin
- ARM rate cap
- ARM years initial
- Escrow monthly
- FHA mi monthly
- Finance type
- First payment due date
- Lien position
- LO NMLS
- Loan program
- Loan type
- MI downpayment
- MLC NMLS
- PMI monthly
- Rate
- refi
- Refi purpose
- Term years
- Total monthly payment
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Name
  Required
- Webhook URL
  Required
- Event sources whitelist
- Username
- Password
Action
Write
- Client ID
  Required
- Buyers access
- Buying close date
- Date of birth
- Email
- First name
- Last name
- Preferred languge
- Phone number
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Loan ID
  Required
- Amount
- Date
- Adjustable
- APR
- ARM first period change
- ARM index
- ARM life cap
- ARM margin
- ARM rate cap
- ARM years initial
- Company loan ID
- Escrow monthly
- FHA MI monthly
- Finance type
- First payment due date
- Lien position
- LO NMLS
- Loan program
- Loan type
- MI downpayment
- MLC NMLS
- PMI Monthly
- Rate
- Refi
- Refi Purpose
- Term Years
- Total Monthly Payment
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Street
  Required
- Unit
- Zip code
  Required
Action
Search
- Client ID
  Required
Action
Search
- Street
  Required
- Unit
- Zip code
  Required
- Client ID
  Required
- Address (street)
  Required
- Address (zip)
  Required
- Address (unit)
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood Insurance
- Hazard Insurance Company
- Hazard insurance cost
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold Price
- Title insurance
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write
- Client ID
  Required
- Address (street)
  Required
- Address (zip)
  Required
- Address (unit)
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood Insurance
- Hazard Insurance Company
- Hazard insurance cost
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold Price
- Title insurance
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write

- Pipeline
  Required
Trigger
Instant
Try It
New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Trigger
Instant
Try It
Transaction File Uploaded
Fires when a new file is uploaded to a Transaction in Lofty.
Trigger
Instant
Try It
- 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
Action
Write
- Email
- leadId
- First Name
- Last Name
- Phone
- Birthday
- Street or Complete Address (Mailing Address)
- Lead Type
- 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)
- City (Mailing Address)
- State (Mailing Address)
- Zip Code(Mailing Address)
- Call Opt In
- Text Opt In
- Email Opt In
- Number Consent
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Client ID
  Required
- Saved Search Name
  Required
- Minimum Price
  Required
- Maximum Price
  Required
- City
  Required
- State Abbreviation
  Required
- Zip Code
  Required
Action
Write
- Client ID
  Required
- Address (street)
  Required
- Address (zip)
  Required
- Address (unit)
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood Insurance
- Hazard Insurance Company
- Hazard insurance cost
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold Price
- Title insurance
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Client ID
  Required
- Maximum Loan Amount
  Required
- Down Payment Amount
  Required
- Maximum Home Price
  Required
- Loan Type
- Loan Term
- Expiration Date
- Pre-appoval
- Prospective Property Address
- Prospective Property Zip Code
- Compliance Acknowledgement
  Required
- Estimated Rate
Action
Write
- Home ID
- Include clients
  Required
Action
Write
- Home ID
  Required
- Appraised date
- Appraised value
- Bathrooms
- Bedrooms
- Expenses total
- Finished sq ft
- Flood insurance monthly
- Hazard insurance company
- Hazard insurance monthly
- HOA dues
- Lot size
- Occupancy status
- Sold date
- Sold price
- Title insurance company
- Total rooms
- Year built
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Write
- Client Email
  Required
Action
Search
- Client ID
  Required
Action
Search
- Email
  Required
- Treat As Prospect
- Close Date
- Date of birth
- First Name
  Required
- Last Name
  Required
- Locale
- Mobile
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write
- Client ID
  Required
- Treat As Prospect
- Close Date
- Date of birth
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Locale
- Mobile
- Borrower Type
- First external mapping source
- First external mapping ID
- Second external mapping source
- Second external mapping ID
- Third external mapping source
- Third external mapping ID
Action
Search or write

About Homebot

Homebot is a homeownership intent platform that surfaces actionable data first.

HelpHelp

Related categories

Marketing

About Lofty

Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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