Create new Emma members from new Lofty leads
Improve your member management efficiency with this seamless workflow. Whenever there's a new lead in the Lofty app, a new member is instantly created in Emma, making it easy for you to expand your mailing lists and maintain better relationships with your prospects. This automation ensures you stay on top of your growing clientele, leveraging the power of both platforms to foster business growth.
Improve your member management efficiency with this seamless workflow. Whenever there's a new lead in the Lofty app, a new member is instantly created in Emma, making it easy for you to expand your mailing lists and maintain better relationships with your prospects. This automation ensures you stay on top of your growing clientele, leveraging the power of both platforms to foster business growth.
- When this happens...New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
- automatically do this!Create Member
Create a new contact.
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SegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
Try ItUpdate Transaction
Update transaction trigger
Try It
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItTransaction File Uploaded
Fires when a new file is uploaded to a Transaction in Lofty.
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)
Call Opt In
Text Opt In
Email Opt In
Number Consent





