Lofty + REsimpli 3.0
Create new leads in REsimpli 3.0 whenever new leads emerge in Lofty
With this workflow, every time there's a new lead in Lofty, a corresponding lead is instantly created in REsimpli 3.0. This seamless integration saves you time by eliminating the need to manually input details, ensuring that your sales team can promptly follow up with potential clients without delay. Optimize your business processes, enhance productivity, and manage your leads effectively with this handy automation.
With this workflow, every time there's a new lead in Lofty, a corresponding lead is instantly created in REsimpli 3.0. This seamless integration saves you time by eliminating the need to manually input details, ensuring that your sales team can promptly follow up with potential clients without delay. Optimize your business processes, enhance productivity, and manage your leads effectively with this handy automation.
- 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 Lead
Creates a new lead in CRM.
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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
