Lofty + thanks.io

Add recipients in thanks.io when lead pipelines change in Lofty

Boost your efficiency with this convenient workflow. Whenever a lead changes stage in the Lofty app, an add recipient action executes instantly in the thanks.io app. This automatic process ensures that no time is wasted in adding the important contacts to your list in thanks.io, allowing you to focus on amplifying your customer relationships and driving your business forward.

Boost your efficiency with this convenient workflow. Whenever a lead changes stage in the Lofty app, an add recipient action executes instantly in the thanks.io app. This automatic process ensures that no time is wasted in adding the important contacts to your list in thanks.io, allowing you to focus on amplifying your customer relationships and driving your business forward.

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

    Triggers when a lead is moved to the selected pipeline.

    TriggerInstant
  2. automatically do this!
    thanks.iothanks.io
    Add Recipient

    Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted. If no/invalid address is specified and a valid email address is, we'll attempt to look up a valid street address using the email address for a fee.

    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
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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About thanks.io

Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.
Learn more

Related categories

  • Printing