kvCORE + Lofty
Update contacts in kvCORE when transactions are updated in Lofty
Make your workflow efficient by instantly updating contact details in kvCORE every time a transaction is updated in the Lofty app. This simple automation saves time, eliminates manual data entry, and ensures your contact information is always up-to-date. It's an effortless way to manage your contacts in kvCORE upon every transaction update in Lofty.
Make your workflow efficient by instantly updating contact details in kvCORE every time a transaction is updated in the Lofty app. This simple automation saves time, eliminates manual data entry, and ensures your contact information is always up-to-date. It's an effortless way to manage your contacts in kvCORE upon every transaction update in Lofty.
- When this happens...Update Transaction
Update transaction trigger
- automatically do this!Update Contact
Updates a new contact within an account.
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- 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
