Create new Lofty leads from new Paperform submissions
Optimize your lead management process with this efficient workflow. Whenever there's a new submission on your Paperform, it quickly creates a lead in Lofty. This automatic process ensures you're always on top of potential opportunities, saving you time and enhancing productivity.
Optimize your lead management process with this efficient workflow. Whenever there's a new submission on your Paperform, it quickly creates a lead in Lofty. This automatic process ensures you're always on top of potential opportunities, saving you time and enhancing productivity.
- When this happens...New Form Submission
Triggers when a form is submitted.
- automatically do this!Create Lead
Creates a new lead.
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FormRequired
Try ItPipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItUpdate Transaction
Update transaction trigger
Try It
SegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
Try ItFirst Name
Last Name
Email
Phone
Birthday
Street or Complete Address (Mailing Address)
Lead Type
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)