Lofty + Quo
Create or update Quo contacts from new Lofty leads
When a new lead appears in the Lofty app, instantly keep your contact list up-to-date on Quo. This automation captures your new leads in Lofty and immediately creates or updates the respective contact information in Quo. Now you can stay organized and ensure no new potential client falls through the cracks.
When a new lead appears in the Lofty app, instantly keep your contact list up-to-date on Quo. This automation captures your new leads in Lofty and immediately creates or updates the respective contact information in Quo. Now you can stay organized and ensure no new potential client falls through the cracks.
- 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 or Update Contact
Creates a contact or updates an existing contact.
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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
