Lofty + Top Producer
Create contacts in Top Producer from new leads in Lofty
Ensure seamless interaction with new leads using this productivity-boosting automation. Once activated, it springs into action the moment you have a new lead in the Lofty app, instantly creating a contact in the Top Producer app. This helps you maintain a streamlined workflow and stay on top of prospective business opportunities.
Ensure seamless interaction with new leads using this productivity-boosting automation. Once activated, it springs into action the moment you have a new lead in the Lofty app, instantly creating a contact in the Top Producer app. This helps you maintain a streamlined workflow and stay on top of prospective business opportunities.
- 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 a Contact
Creates a new contact in Top Producer® CRM, which in turn will trigger any action plans you’ve set to automatically apply to new leads.
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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
