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HubSpot + Lofty

HubSpot + Lofty

HubSpot + Lofty integrations

Create or update HubSpot contacts from new Lofty smart plan actions

With this streamlined workflow, whenever a Smart Plan Action occurs in your Lofty app, the corresponding Contact in your HubSpot app will be updated or created. This efficient system saves you time by eliminating manual data entry, and ensures your HubSpot contacts are always up-to-date and aligned with your Lofty app activity. Enhance your productivity and data management with this simple, yet powerful, automation.

  1. When this happens...
    Smart Plan Action
    Smart Plan Action
    Smart Plan ActionTrigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.
  2. automatically do this!
    Create or Update Contact
    Create or Update Contact
    Create or Update ContactCreates a new contact or updates an existing contact based on email address.
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More things you can do with Lofty and HubSpot

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

    • Segment
      Required
    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search
    New Transaction

    New transaction trigger

    Trigger
    Instant
    Try It
    • Zap Trigger ID
      Required
    Trigger
    Instant
    Try It
    • Pipeline
      Required
    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search
    New Lead

    Triggers when a new lead is assigned to you. Does not work for lender-type accounts.

    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search
    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
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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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About Lofty
Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
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