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Lofty + Mailchimp

Create tags in Mailchimp for new leads in Lofty

Get your marketing started the moment you receive a new lead in the Lofty app. With this streamlined workflow, whenever a new lead is identified in Lofty, a tag is instantly created in your Mailchimp list. This efficient process ensures your potential clients never slip through the cracks and allows you to start nurturing those relationships immediately.

Get your marketing started the moment you receive a new lead in the Lofty app. With this streamlined workflow, whenever a new lead is identified in Lofty, a tag is instantly created in your Mailchimp list. This efficient process ensures your potential clients never slip through the cracks and allows you to start nurturing those relationships immediately.

  1. When this happens...
    LoftyLofty
    New Lead

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

    TriggerInstant
  2. automatically do this!
    MailchimpMailchimp
    Create Tag

    Creates a new tag.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • SegmentRequired

    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search

    New Transaction

    New transaction trigger

    Trigger
    Instant
    Try It
    • Zap Trigger IDRequired

    Trigger
    Instant
    Try It
    • First Name

    • Last Name

    • Email

    • 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)

    • Send Welcome Email

    • City (Mailing Address)

    • State (Mailing Address)

    • Zip Code(Mailing Address)

    Action
    Write
    • PipelineRequired

    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
    • 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

    Action
    Write
lofty logo
lofty logo

About Lofty

Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

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