Deluxer + Lofty
Create new leads in Lofty for each new lead in Deluxer
This workflow turns the arrival of new leads in Deluxer into leads in Lofty instantly. Make sure none of your potential customers fall through the cracks between the two platforms. Streamline your workflow, save time, and maintain consistency in your lead management process.
This workflow turns the arrival of new leads in Deluxer into leads in Lofty instantly. Make sure none of your potential customers fall through the cracks between the two platforms. Streamline your workflow, save time, and maintain consistency in your lead management process.
- When this happens...New Lead
Triggers when a New Lead is delivered.
- automatically do this!Create Lead
Creates a new lead.
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New Lead
Triggers when a New Lead is delivered.
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)
