Lofty + monday.com
Create items in monday.com from new leads in Lofty
This workflow offers you an efficient way to manage new leads in your business. When a new lead is added in the Lofty app, an item is immediately created in the monday.com app. This seamless transfer of information streamlines your data management process, saving time and ensuring no lead gets lost in the shuffle. With this automation, handling leads becomes easier, enabling you to focus more on nurturing them into successful conversions.
This workflow offers you an efficient way to manage new leads in your business. When a new lead is added in the Lofty app, an item is immediately created in the monday.com app. This seamless transfer of information streamlines your data management process, saving time and ensuring no lead gets lost in the shuffle. With this automation, handling leads becomes easier, enabling you to focus more on nurturing them into successful conversions.
- 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 Item
Create a new Item in a board
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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
