Lofty + Toggl Track
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.
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.
- 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 Client
Creates a new client with provided name.
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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
