Certileads + Lofty
Create new leads in Lofty from new Certileads leads
Boost your productivity with this workflow that links the Certileads and Lofty apps. Every time a new lead is detected in Certileads, the information is instantly transferred to Lofty where a lead is created. This seamless process not only saves you time but also ensures no lead slips through the cracks, enhancing your customer engagement and improving your sales process efficiency.
Boost your productivity with this workflow that links the Certileads and Lofty apps. Every time a new lead is detected in Certileads, the information is instantly transferred to Lofty where a lead is created. This seamless process not only saves you time but also ensures no lead slips through the cracks, enhancing your customer engagement and improving your sales process efficiency.
- When this happens...New Lead
Triggers when a New Lead is delivered.
- automatically do this!Create Lead
Creates a new lead.
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New Lead
Triggers when a New Lead is delivered.
Try ItPipelineRequired
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
SegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
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
