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Lofty logoLofty logo
Real Geeks logoReal Geeks logo

Lofty + Real Geeks

Lofty + Real Geeks

Lofty + Real Geeks integrations

Create new Real Geeks leads from new Lofty leads

Enhance your lead management process with this streamlined workflow. When a new potential client emerges in the Lofty app, this integration swiftly transfers their details into Real Geeks. This efficient method removes the need for manual data entry, ensuring every prospect is promptly attended to. It's an effective way to increase your team's productivity and strengthen your client acquisition strategies.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is assigned to you. Does not work for lender-type accounts.
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreate a new Lead.
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More things you can do with Lofty and Real Geeks

Discover other triggers and actions you can use with Lofty and Real Geeks

    • 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
lofty logo
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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real-geeks logo
About Real Geeks
Real Geeks is a real estate sales and marketing solution including all the tools you need - Lead Generation, Cultivation, IDX Website, CRM and marketing services.
Related categories
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

  • Create new leads in Lofty from new leads in Real Geeks