Lofty + monday.com
Update items in monday.com when lead pipelines change in Lofty
Stay up-to-date with your sales process with this handy workflow. When a change occurs in your Lofty lead pipeline, it sends a prompt to update a specific item in your monday.com platform. Maintain a well-coordinated sales strategy by ensuring all your data is current without the need for manual intervention. Keep your teams aligned and increase efficiency in managing your sales leads.
Stay up-to-date with your sales process with this handy workflow. When a change occurs in your Lofty lead pipeline, it sends a prompt to update a specific item in your monday.com platform. Maintain a well-coordinated sales strategy by ensuring all your data is current without the need for manual intervention. Keep your teams aligned and increase efficiency in managing your sales leads.
- When this happens...Lead Pipeline Changed
Triggers when a lead is moved to the selected pipeline.
- automatically do this!Update Item
Change multiple column values of an item
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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
