Altos Research + Lofty

Create new Altos Research contacts from new smart plan actions in Lofty

This automation kickstarts when an action is executed in your Lofty app. It then streamlines the process by creating a new contact in your Altos Research app. This seamless integration not only enhances operational efficiency but ensures no lead gets lost in the transition. Dictate contact creation, save time, and maintain accurate record keeping with this streamlined workflow.

This automation kickstarts when an action is executed in your Lofty app. It then streamlines the process by creating a new contact in your Altos Research app. This seamless integration not only enhances operational efficiency but ensures no lead gets lost in the transition. Dictate contact creation, save time, and maintain accurate record keeping with this streamlined workflow.

  1. When this happens...
    LoftyLofty
    Smart Plan Action

    Trigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.

    TriggerInstant
  2. automatically do this!
    Altos ResearchAltos Research
    Create Contact

    Creates a new contact

    ActionWrite
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Supported triggers and actions

    • PipelineRequired

    Trigger
    Instant
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  • 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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altos logo

About Altos Research

Altos tracks over 100 million properties across the U.S. and emails customized reports to contacts every week. Altos reports generate leads as people interact with them.

Related categories

  • Marketing
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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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