Lofty + PenPals

Send PenPals handwritten cards for newchanges in Lofty lead pipelines

Send timely, personalized follow-ups during critical moments in the client journey. This Zap automatically sends beautiful handwritten cards via PenPals whenever a lead's status changes in your Lofty CRM pipeline. Strengthen client relationships at key milestones and focus your time on closing deals rather than manual follow-ups.

Send timely, personalized follow-ups during critical moments in the client journey. This Zap automatically sends beautiful handwritten cards via PenPals whenever a lead's status changes in your Lofty CRM pipeline. Strengthen client relationships at key milestones and focus your time on closing deals rather than manual follow-ups.

  1. When this happens...
    LoftyLofty
    Lead Pipeline Changed

    Triggers when a lead is moved to the selected pipeline.

    TriggerInstant
  2. automatically do this!
    PenPalsPenPals
    Send Handwritten Card

    Sends a handwritten card. Note: requires active payment method in your PenPals account.

    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
    • Transaction NameRequired

    • Transaction ID

    • Lead First NameRequired

    • Lead Last Name

    • Lead ID

    • Associated Lead Email

    • Transaction Owner ID

    • Transaction Owner Email

    • Transaction TypeRequired

    • Transaction StageRequired

    • Close Price

    • GCI

    • Team Revenue

    • Agent Revenue

    • Commission Rate

    • Timezone

    • Closed Date

    • Expected Close

    • Appointment Date

    • Agreement Signed Date

    • Offer Date

    • Contract Date

    • Appraisal Date

    • Home Inspection Date

    • Escrow Date

    • Expiration Date

    • Property Address

    • Property Unit

    • Property Listing Status

    • Property MLS Listing ID

    • Property Label

    • Property List Price

    • Property Type

    • Property Bedrooms

    • Property Bathrooms

    • Property Square Feet

    • Property Lot Size (Sqft)

    • Property Note

    Action
    Write
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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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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penpals logo

About PenPals

PenPals is a service to automate handwritten cards for key moments, helping deliver a more personal touch to clients & prospects.

Related categories

  • Customer Appreciation