Lofty + monday.com
Manage updated Lofty pipelines by creating corresponding items in monday.com
Manage your leads more efficiently with this workflow. When a change occurs in your Lead Pipeline within the Lofty app, an item will be instantly created in your monday.com account. This seamless integration not only optimizes your lead management process but it also saves you valuable time, allowing you to focus on more strategic tasks.
Manage your leads more efficiently with this workflow. When a change occurs in your Lead Pipeline within the Lofty app, an item will be instantly created in your monday.com account. This seamless integration not only optimizes your lead management process but it also saves you valuable time, allowing you to focus on more strategic tasks.
- When this happens...Lead Pipeline Changed
Triggers when a lead is moved to the selected pipeline.
- 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
