Lofty + Salesforce
Create Salesforce records from new Lofty leads
Enhance your workflow by employing this automation to instantly respond to new leads in the Lofty app. When you attract a new lead, this workflow creates a record in your Salesforce app, ensuring instant response and efficient management. This seamless interaction between Lofty and Salesforce eliminates manual data entry, boosts productivity and advances lead management efforts.
Enhance your workflow by employing this automation to instantly respond to new leads in the Lofty app. When you attract a new lead, this workflow creates a record in your Salesforce app, ensuring instant response and efficient management. This seamless interaction between Lofty and Salesforce eliminates manual data entry, boosts productivity and advances lead management efforts.
- 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 Record
Creates a new record of a specified Salesforce object.
- 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
