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Lofty + Toggl Track

Lofty + Toggl Track

Lofty + Toggl Track integrations

Transform new Lofty leads into clients in Toggl Track

Easily handle new lead data in the Lofty app with this integrated workflow. When a new lead is added in Lofty, it will then correspondingly create a new client in your Toggl Track app. This streamlined process allows you to focus more on your leads instead of data entry, improving efficiency in managing potential clients.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is assigned to you. Does not work for lender-type accounts.
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreates a new client with provided name.
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More things you can do with Lofty and Toggl Track

Discover other triggers and actions you can use with Lofty and Toggl Track

    • Segment
      Required
    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search
    New Transaction

    New transaction trigger

    Trigger
    Instant
    Try It
    • Zap Trigger ID
      Required
    Trigger
    Instant
    Try It
    • Pipeline
      Required
    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)
    • timeFrame (Buyer)
    • Beds (Seller)
    • Baths (Seller)
    • Price (Seller)
    • Address (Seller)
    • SqFt (Seller)
    • City (Seller)
    • State (Seller)
    • Zipcode (Seller)
    • timeFrame (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
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About Lofty
Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
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About Toggl Track
Toggl Track provides time tracking and productivity tools to help businesses move away from traditional work models towards flexible and remote work.
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