Generate new leads in Lofty when smart plan actions are triggered
Boost your efficiency with this Lofty workflow that connects your Smart Plan Action to Lead creating process. Once a specific action unfolds within Lofty's Smart Plan, it triggers the formation of a new potential client, thereby enhancing your lead management process and overall productivity.
Boost your efficiency with this Lofty workflow that connects your Smart Plan Action to Lead creating process. Once a specific action unfolds within Lofty's Smart Plan, it triggers the formation of a new potential client, thereby enhancing your lead management process and overall productivity.
- When this happens...
Smart Plan ActionTrigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Lead
Creates a new lead.
ActionWriteCreate a new record or update an existing record in your app.
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New Transaction
New transaction trigger
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Zap Trigger IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Transaction
Update transaction trigger
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction NameRequired
Transaction ID
Lead First NameRequired
Lead Last Name
Lead ID
Associated Lead Email
Transaction Owner ID
Transaction Owner Email
Transaction TypeRequired
Transaction StageRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Transaction NameRequired
Transaction ID
Lead First NameRequired
Lead Last Name
Lead ID
Associated Lead Email
Transaction Owner ID
Transaction Owner Email
Transaction TypeRequired
Transaction StageRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ObjectRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction File Uploaded
Fires when a new file is uploaded to a Transaction in Lofty.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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)
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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)
Beds (Seller)
Baths (Seller)
Price (Seller)
Address (Seller)
SqFt (Seller)
City (Seller)
State (Seller)
Zipcode (Seller)
City (Mailing Address)
State (Mailing Address)
Zip Code(Mailing Address)
Call Opt In
Text Opt In
Email Opt In
Number Consent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Lofty
Related categories
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Related Zap Templates
- Add or update contacts in Fello Connect for new leads in Chime
- Create new leads in Chime from new submissions in Jotform
- Update leads in Lofty when new submissions come in from Jotform
- Add new Mailchimp subscribers to Chime as leads
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- Add new Chime leads to a tag as subscribers in Mailchimp
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- Add new Chime leads to Constant Contact as contacts
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- Add Contact to Customer List With Email in Google Ads for Lead Pipeline Changed in Chime
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- Add newly qualified Chime leads as Shaker contacts
- Add or update Mailchimp subscribers from new Chime smart plan actions
- Create rezora contacts from new Chime leads for seamless lead management
- Add new Chime leads to Google Sheets rows for easy organization
- Send emails in Gmail for new leads in Chime
- Create PhoneBurner contacts from new Chime leads easily
- Send Discord channel messages for new Chime leads
- Add or update Mailchimp subscribers for new Chime leads
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- Create Google Contacts for new leads in Chime
- Update and add contacts in Fello Connect when segments change in Lofty
- Create new leads in Lofty for each new lead in Deluxer
- Create and update Fello Connect contacts from new Chime leads
- Create contacts in Constant Contact from new leads in Chime
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- Add new leads in TikTok Lead Generation to Chime
- Create or update HubSpot contacts when new Chime leads are added
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- Create and update LeadConnector contacts from new Chime leads
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- Extract resume data with CandidateZip from new Dropbox files and create leads in Chime
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- Create leads in Chime from new emails in Email Parser by Zapier
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- Create new leads in Lofty from new leads in Curb Hero
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- Add new Luxury Presence leads to Chime
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- Send funnel events to Facebook Conversions from Chime
- Add new leads from Facebook Lead Ads to Chime
- Create new Chime leads from new Mojo contacts in a group
- Update Chime leads for new contacts in Revaluate ascending 80
- Create new Lofty leads from Webflow form submissions
- Create new Lofty leads from matching Gmail emails
- Update Follow Up Boss contacts when lead pipelines change in Chime
- Create leads in Chime from new ones tagged as "Buyer" in StreetText
- Update leads in Chime when new client events occur in RealScout
- Manage Chime smart plan actions by creating or updating Mailbox Power contacts
- Add recipients in thanks.io when lead pipelines change in Lofty
- Create new Lofty leads from new Mobilo Card leads
- Extract resume data with CandidateZip from new attachments in Gmail and create leads in Chime
- Generate leads in Chime with details parsed by CandidateZip from new documents in Google Docs
- Create Chime leads for new TheGenie Marketing Hub leads
- Register new leads on Chime as offline conversions in Google Ads
- Update Lead in Chime for new lead form entries in Google Ads
- Add Contact to Customer List With Email in Google Ads for Lead Group Changed in Chime
- Create Chime leads from new Mailchimp subscribers
- Update Chime leads from new property views in Ruuster
- Create Chime leads from new Google Forms responses
- Add new Chime leads to Flodesk subscribers with ease
- Update Mailchimp subscribers when Chime lead groups change
- Add updated Chime lead groups to Google Sheets as multiple rows
- Update LeadConnector contacts when Chime lead pipelines change
- Update Flodesk subscribers when Chime lead groups change