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Lofty + PenPals

Lofty + PenPals

Lofty + PenPals integrations

Send PenPals handwritten cards for newchanges in Lofty lead pipelines

Send timely, personalized follow-ups during critical moments in the client journey. This Zap automatically sends beautiful handwritten cards via PenPals whenever a lead's status changes in your Lofty CRM pipeline. Strengthen client relationships at key milestones and focus your time on closing deals rather than manual follow-ups.

  1. When this happens...
    Lead Pipeline Changed
    Lead Pipeline Changed
    Lead Pipeline ChangedTriggers when a lead is moved to the selected pipeline.
  2. automatically do this!
    Send Handwritten Card
    Send Handwritten Card
    Send Handwritten CardSends a handwritten card. Note: requires active payment method in your PenPals account.
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More things you can do with Lofty and PenPals

Discover other triggers and actions you can use with Lofty and PenPals

    • Segment
      Required
    Trigger
    Instant
    Try It
  • Lofty triggers, actions, and search
    New Transaction

    New transaction trigger

    Trigger
    Instant
    Try It
    • Zap Trigger ID
      Required
    Trigger
    Instant
    Try It
    • Pipeline
      Required
    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
    Transaction File Uploaded

    Fires when a new file is uploaded to a Transaction in Lofty.

    Trigger
    Instant
    Try It
    • First 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)
    • timeFrame (Buyer)
    • Beds (Seller)
    • Baths (Seller)
    • Price (Seller)
    • Address (Seller)
    • SqFt (Seller)
    • City (Seller)
    • State (Seller)
    • Zipcode (Seller)
    • timeFrame (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
    Action
    Write
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About Lofty
Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About PenPals
PenPals is a service to automate handwritten cards for key moments, helping deliver a more personal touch to clients & prospects.
Related categories

Related Zap Templates

  • Send new Lofty leads PenPals handwritten cards