Lofty + Mailbox Power

Update Mailbox Power contacts when new or updated leads' pipelines change in Lofty

Stay ahead of your leads with this efficient workflow. When a lead pipeline changes in Lofty, the system generates or updates a contact in Mailbox Power, making sure your contact records are always up-to-date. This process not only saves you time but also ensures a smoother, more responsive approach to lead management. Experience the benefits of seamless data transfer and enhanced customer interactions.

Stay ahead of your leads with this efficient workflow. When a lead pipeline changes in Lofty, the system generates or updates a contact in Mailbox Power, making sure your contact records are always up-to-date. This process not only saves you time but also ensures a smoother, more responsive approach to lead management. Experience the benefits of seamless data transfer and enhanced customer interactions.

  1. When this happens...
    LoftyLofty
    Lead Pipeline Changed

    Triggers when a lead is moved to the selected pipeline.

    TriggerInstant
  2. automatically do this!
    Mailbox PowerMailbox Power
    Create or Update Contact

    Adds a new contact OR updates an existing contact IF the first name, last name, street, city, and state match and existing contact.

    ActionWrite
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Supported triggers and actions

    • PipelineRequired

    Trigger
    Instant
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  • 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)

    • 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

    Action
    Write
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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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About Mailbox Power

Mailbox Power enables you to engage your customers and stay top of mind with your clients by sending personalized cards and gifts.
Learn more

Related categories

  • Marketing