Lofty + rezora

Create new rezora contacts from new Lofty transactions

Experience seamless management of your contacts in rezora, directly from Lofty transactions. With this workflow, new transactions in the Lofty app create corresponding contacts in the rezora app. It's ideal for users who want instant creation of leads in rezora based on their Lofty activity for efficient client outreach and relationship management. Streamline your contact tracking routine, enhance your marketing outreach, and stay organized with this straightforward integration.

Experience seamless management of your contacts in rezora, directly from Lofty transactions. With this workflow, new transactions in the Lofty app create corresponding contacts in the rezora app. It's ideal for users who want instant creation of leads in rezora based on their Lofty activity for efficient client outreach and relationship management. Streamline your contact tracking routine, enhance your marketing outreach, and stay organized with this straightforward integration.

  1. When this happens...
    LoftyLofty
    New Transaction

    New transaction trigger

    TriggerInstant
  2. automatically do this!
    rezorarezora
    Create Contact

    Creates a new contact.

    ActionWrite
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Supported triggers and actions

    • PipelineRequired

    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search

    New Lead

    Triggers when a new lead is assigned to you. Does not work for lender-type accounts.

    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search

    Transaction File Uploaded

    Fires when a new file is uploaded to a Transaction in Lofty.

    Trigger
    Instant
    Try It
    • First 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

    Action
    Write
lofty logo
lofty logo

About Lofty

Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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rezora logo
rezora logo

About rezora

Rezora is a digital marketing platform for real estate marketing managers and agents to market their companies, themselves and listings.

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier