Lofty + RealScout

Create new RealScout clients when segments change in Lofty

Ensure your real estate clients are always updated with this efficient workflow. When a segment changes in your Lofty app, it prompts a new client creation in your RealScout app. This process saves you time and allows for a streamlined management of client records for your real estate business. Enjoy smoother operations without having to manually create new client entries each time.

Ensure your real estate clients are always updated with this efficient workflow. When a segment changes in your Lofty app, it prompts a new client creation in your RealScout app. This process saves you time and allows for a streamlined management of client records for your real estate business. Enjoy smoother operations without having to manually create new client entries each time.

  1. When this happens...
    LoftyLofty
    Segment Changed

    Triggers when a lead is moved to the selected group.

    TriggerInstant
  2. automatically do this!
    RealScoutRealScout
    Create Client

    Creates a homebuyer in RealScout for the authenticated Agent.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
  • Lofty triggers, actions, and search

    Update Transaction

    Update transaction trigger

    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
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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realscout logo
realscout logo

About RealScout

RealScout is a collaborative listing alert platform that delivers automated, high-performing listing alerts to your clients based on their unique home search preferences.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier