Google Tasks + Lofty

Activate smart plan actions in Lofty and generate new tasks in Google Tasks

Streamline your workflow between Lofty and Google Tasks with this integration. Whenever a Smart Plan action occurs in Lofty, this setup will create a task in Google Tasks, keeping your to-do list updated without manual entry. This automatic process not only saves time but also ensures each plan in Lofty results in a tangible task, enhancing your productivity.

Streamline your workflow between Lofty and Google Tasks with this integration. Whenever a Smart Plan action occurs in Lofty, this setup will create a task in Google Tasks, keeping your to-do list updated without manual entry. This automatic process not only saves time but also ensures each plan in Lofty results in a tangible task, enhancing your productivity.

  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!
    Google TasksGoogle Tasks
    Create Task

    Creates a new task.

    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-tasks logo
google-tasks logo

About Google Tasks

Google Tasks is a very simple task list. Works inside Gmail, Android, and Calendar seamlessly.
Learn more

Related categories

  • Google
  • Task Management

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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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