Lofty + Notion

Update Notion database items when lead pipelines change in Lofty

Easily track changes to your lead pipeline in the Lofty app and seamlessly update your Notion database. This workflow ensures you stay on top of your leads, updating your Notion database every time a change occurs in Lofty. Break free from manual updating and experience a more organized and efficient lead management system.

Easily track changes to your lead pipeline in the Lofty app and seamlessly update your Notion database. This workflow ensures you stay on top of your leads, updating your Notion database every time a change occurs in Lofty. Break free from manual updating and experience a more organized and efficient lead management system.

  1. When this happens...
    LoftyLofty
    Lead Pipeline Changed

    Triggers when a lead is moved to the selected pipeline.

    TriggerInstant
  2. automatically do this!
    NotionNotion
    Create Data Source Item

    Creates an item in a data source.

    ActionWrite
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Supported triggers and actions

    • 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
    • Transaction NameRequired

    • Transaction ID

    • Lead First NameRequired

    • Lead Last Name

    • Lead ID

    • Associated Lead Email

    • Transaction Owner ID

    • Transaction Owner Email

    • Transaction TypeRequired

    • Transaction StageRequired

    • Close Price

    • GCI

    • Team Revenue

    • Agent Revenue

    • Commission Rate

    • Timezone

    • Closed Date

    • Expected Close

    • Appointment Date

    • Agreement Signed Date

    • Offer Date

    • Contract Date

    • Appraisal Date

    • Home Inspection Date

    • Escrow Date

    • Expiration Date

    • Property Address

    • Property Unit

    • Property Listing Status

    • Property MLS Listing ID

    • Property Label

    • Property List Price

    • Property Type

    • Property Bedrooms

    • Property Bathrooms

    • Property Square Feet

    • Property Lot Size (Sqft)

    • Property Note

    Action
    Write
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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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About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Learn more

Related categories

  • Task Management