Create integrations between TheGenie Marketing Hub and Lofty to automate any workflow
Quickly automate workflows with TheGenie Marketing Hub and Lofty using Zapier's templates.
Our most popular template
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.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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 It - SegmentRequired
Try It- New Transaction
New transaction trigger
Try It - Zap 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 It- New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try It - Update Transaction
Update transaction trigger
Try It