Lofty + Wise Pelican

Add new addresses in Wise Pelican for new leads in Lofty

Ensure your business stays ahead by swiftly responding to new leads in the Lofty app. With this efficient workflow, as soon as a new lead is created in Lofty, their contact information is instantly added as a new address in the Wise Pelican app. This seamless streamlining of processes enables you to focus more on conversion strategies and less on data entry task.

Ensure your business stays ahead by swiftly responding to new leads in the Lofty app. With this efficient workflow, as soon as a new lead is created in Lofty, their contact information is instantly added as a new address in the Wise Pelican app. This seamless streamlining of processes enables you to focus more on conversion strategies and less on data entry task.

  1. When this happens...
    LoftyLofty
    New Lead

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

    TriggerInstant
  2. automatically do this!
    Wise PelicanWise Pelican
    Add New Address

    Adds Address to Exisiting Mail List.

    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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wise-pelican logo

About Wise Pelican

Wise Pelican is a post card mailing service.

Related categories

  • Images & Design