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.
- When this happens...Lead Pipeline Changed
Triggers when a lead is moved to the selected pipeline.
- 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
