Lofty and Salesflare
How to connect Lofty
- Via Zapier — 13 operations available. Set it up ↗
- Via Make — 0 modules available. Set it up ↗
What you can automate
- When lead Pipeline Changed in Lofty, find or create contact in Salesflare.
- When new Transaction in Lofty, create opportunity, then find or create contact in Salesflare.
- When new Lead in Lofty, find or create contact in Salesflare.
About Lofty
Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
Lofty operations on Zapier
Triggers (7)
Start a workflow when this happens
- Lead Pipeline Changed — Triggers when a lead is moved to the selected pipeline.
- New Lead — Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
- New Transaction — New transaction trigger
- Segment Changed — Triggers when a lead is moved to the selected group.
- Smart Plan Action — Trigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.
Show 2 more triggers
- Transaction File Uploaded — Fires when a new file is uploaded to a Transaction in Lofty.
- Update Transaction — Update transaction trigger
Actions (5)
Things Salesflare can make it do
- API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Create Lead — Creates a new lead.
- Create Transaction — Create Transaction Action
- Update Lead — Updates an existing lead.
- Update Transaction — Update Transaction Action
Searches (1)
Look up existing records
- Find Record — FindRecord
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