Lofty and Salesflare

How to connect Lofty

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.

Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.

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

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

Look up existing records

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