Create new kvCORE contacts from new leads in Lofty
Easily track new leads in the Lofty app in real-time by generating new contacts in kvCORE. This automation promptly turns new Lofty leads into kvCORE contacts, ensuring you can engage them without delay. Get more done by freeing up time and enhancing efficiency in handling and nurturing leads.
Easily track new leads in the Lofty app in real-time by generating new contacts in kvCORE. This automation promptly turns new Lofty leads into kvCORE contacts, ensuring you can engage them without delay. Get more done by freeing up time and enhancing efficiency in handling and nurturing leads.
- 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 Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
- Free forever for core features
- 14 day trial for premium features & apps
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


