Loftyworks and Salesflare
How to connect Loftyworks
- Via Zapier — 10 operations available. Set it up ↗
What you can automate
- When new Transaction in Loftyworks, create opportunity, then find or create contact in Salesflare.
- When new Lead in Loftyworks, find or create contact in Salesflare.
- When updated Transaction in Loftyworks, find or create contact in Salesflare.
About Loftyworks
Loftyworks is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
Loftyworks operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Lead — Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
- New Smart Plan Action — Triggers when a specific Smart Plan is executed for a lead.
- New Transaction — Triggers when a new transaction is created.
- Segment Changed — Triggers when a lead is moved to the selected group.
- Updated Transaction — Triggers when a transaction is updated.
Actions (4)
Things Salesflare can make it do
- Create Lead — Creates a new lead.
- Create Transaction — Creates a transaction record.
- Update Lead — Updates an existing lead.
- Update Transaction — Updates a transaction record.
Searches (1)
Look up existing records
- Find Record — Finds a lead or transaction.
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