Lofty + Witly
Create new leads in Lofty when new leads surface in Witly
Boost your productivity by instantly transferring new leads from Witly to Lofty. As soon as a new lead appears in Witly, this workflow ensures it's immediately added to Lofty. Eliminate the time-consuming task of manual data entry and focus more on nurturing your leads. Experience seamless data transfer and improve lead management with this reliable automation.
Boost your productivity by instantly transferring new leads from Witly to Lofty. As soon as a new lead appears in Witly, this workflow ensures it's immediately added to Lofty. Eliminate the time-consuming task of manual data entry and focus more on nurturing your leads. Experience seamless data transfer and improve lead management with this reliable automation.
- When this happens...New Lead
Triggers when a new lead is generated.
- automatically do this!Create Lead
Creates a new lead.
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New Lead
Triggers when a new lead is generated.
Try ItPipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItUpdate Transaction
Update transaction trigger
Try It
SegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
Try ItFirst Name
Last Name
Email
Phone
Birthday
Street or Complete Address (Mailing Address)
Lead Type
Lead Ownership Level
Source
Segment
Tag
Note
Subscription - Smart Plans
Subscription - Property Alert
Subscription - Market Report
Min Price (Buyer)
Max Price (Buyer)
Location (Deprecated)
City (Buyer)
State (Buyer)
Zipcode (Buyer)
Address (Buyer)
Min Beds (Buyer)
Min Baths (Buyer)
Beds (Seller)
Baths (Seller)
Price (Seller)
Address (Seller)
SqFt (Seller)
City (Seller)
State (Seller)
Zipcode (Seller)
Send Welcome Email
City (Mailing Address)
State (Mailing Address)
Zip Code(Mailing Address)
Call Opt In
Text Opt In
Email Opt In
Number Consent
