Lofty + Notion
Create new Notion database items for new leads in Lofty
When a new lead is registered in the Lofty app, this workflow ensures a corresponding database item is created in Notion instantly. It's a seamless process to keep your contacts organized and up-to-date across both platforms, managing your leads efficiently without extra manual work. This automation offers the perfect solution for maintaining an accurate, real-time database in Notion based on your Lofty leads.
When a new lead is registered in the Lofty app, this workflow ensures a corresponding database item is created in Notion instantly. It's a seamless process to keep your contacts organized and up-to-date across both platforms, managing your leads efficiently without extra manual work. This automation offers the perfect solution for maintaining an accurate, real-time database in Notion based on your Lofty leads.
- 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 Data Source Item
Creates an item in a data source.
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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
