Lofty + RealScout
Create new RealScout clients when segments change in Lofty
Ensure your real estate clients are always updated with this efficient workflow. When a segment changes in your Lofty app, it prompts a new client creation in your RealScout app. This process saves you time and allows for a streamlined management of client records for your real estate business. Enjoy smoother operations without having to manually create new client entries each time.
Ensure your real estate clients are always updated with this efficient workflow. When a segment changes in your Lofty app, it prompts a new client creation in your RealScout app. This process saves you time and allows for a streamlined management of client records for your real estate business. Enjoy smoother operations without having to manually create new client entries each time.
- When this happens...Segment Changed
Triggers when a lead is moved to the selected group.
- automatically do this!Create Client
Creates a homebuyer in RealScout for the authenticated Agent.
- Free forever for core features
- 14 day trial for premium features & apps
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
