Lofty + MyAgentX

Update and create leads in Lofty when lead stages are updated in MyAgentX

Stay up-to-date with your lead statuses seamlessly between MyAgentX and Lofty. With this efficient workflow, any changes to a lead stage in MyAgentX are promptly mirrored in Lofty. This ensures your data remains accurate across both platforms. Save time and enhance lead tracking, freeing you up for more essential business tasks.

Stay up-to-date with your lead statuses seamlessly between MyAgentX and Lofty. With this efficient workflow, any changes to a lead stage in MyAgentX are promptly mirrored in Lofty. This ensures your data remains accurate across both platforms. Save time and enhance lead tracking, freeing you up for more essential business tasks.

  1. When this happens...
    MyAgentXMyAgentX
    Lead Stage Updated

    Triggers when a lead stage updated.

    TriggerInstant
  2. automatically do this!
    LoftyLofty
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • Smartsheets ListRequired

    • Full NameRequired

    • PhoneRequired

    • PipelineRequired

    • Agent(s)Required

    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
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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 more

Related categories

  • CRM (Customer Relationship Management)

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myagentx logo

About MyAgentX

MyAgentX is an innovative AI-powered platform designed for real estate agents to streamline lead generation and prospecting through calls.

Related categories

  • Sales & CRM