Lofty + Mailbox Power

Update Mailbox Power contacts when new or updated leads' pipelines change in Lofty

Stay ahead of your leads with this efficient workflow. When a lead pipeline changes in Lofty, the system generates or updates a contact in Mailbox Power, making sure your contact records are always up-to-date. This process not only saves you time but also ensures a smoother, more responsive approach to lead management. Experience the benefits of seamless data transfer and enhanced customer interactions.

Stay ahead of your leads with this efficient workflow. When a lead pipeline changes in Lofty, the system generates or updates a contact in Mailbox Power, making sure your contact records are always up-to-date. This process not only saves you time but also ensures a smoother, more responsive approach to lead management. Experience the benefits of seamless data transfer and enhanced customer interactions.

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

    Triggers when a lead is moved to the selected pipeline.

    TriggerInstant
  2. automatically do this!
    Mailbox PowerMailbox Power
    Create or Update Contact

    Adds a new contact OR updates an existing contact IF the first name, last name, street, city, and state match and existing 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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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
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mailbox-power logo

About Mailbox Power

Mailbox Power enables you to engage your customers and stay top of mind with your clients by sending personalized cards and gifts.
Learn more

Related categories

  • Marketing