Google Sheets + Lofty

Create multiple spreadsheet rows in Google Sheets for new leads in Lofty

Start managing your new leads from Lofty more efficiently with this workflow. When a New Lead is detected in Lofty, this automation will instantly add their details as multiple rows in your chosen Google Sheets spreadsheet. Stay organized and up-to-date effortlessly, without having to manually transfer lead information between your apps. This will save you considerable time and reduce the risk of errors.

Start managing your new leads from Lofty more efficiently with this workflow. When a New Lead is detected in Lofty, this automation will instantly add their details as multiple rows in your chosen Google Sheets spreadsheet. Stay organized and up-to-date effortlessly, without having to manually transfer lead information between your apps. This will save you considerable time and reduce the risk of errors.

  1. When this happens...
    LoftyLofty
    New Lead

    Triggers when a new lead is assigned to you. Does not work for lender-type accounts.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    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
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

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  • Google
  • Spreadsheets

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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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