Create integrations between TheGenie Marketing Hub and Lofty to automate any workflow
Create your first workflow
Quickly automate workflows with TheGenie Marketing Hub and Lofty using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Lead
Triggers when a new lead is received from TheGenie platform.
Try ItSegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
Try It
Source Lead Id
Partner IdRequired
First Name
Last Name
Email Address
Phone Number
Referring Url
Note
Tags
UtmSource
Utm Medium
Utm Campaign
Utm Term
Utm Content
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItUpdate Transaction
Update transaction trigger
Try It