Summary

Users in Homestack and Leads in Lofty can be synced using this integration. Please see below for a list of configurable settings on each integration, varying depending on whether you are syncing To or From Homestack.

 

Homestack Users to Lofty Leads

Overview

When setting up a Homestack Users > Lofty Leads sync, several options can be configured on the settings page.

 

 

Lofty Settings

• Do not overwrite...: If this option is checked, the sync will only send information into blank fields in Lofty when Updating Contacts.
• Make new lead Private?: If this option is checked, the sync will only allow the connected Account to view created Leads.
• Send new lead Alert Email: If this option is checked, the sync will let Lofty know that it should send out an alert email when a Lead is created inside of Lofty.
• Send new Leads Welcome Email?: If this option is checked, the sync will let Lofty know that it should send out an welcome email when a Lead is created inside of Lofty.
• Assign new lead to selected Agent: If an option is selected here, newly created Leads will be assigned to the selected Agent by default.

 

Advanced Filter

Your sync can be customized to only let some Leads through.

1. For example, a possible filter, shown below, reads as such “Only sync Homestack Users whose Tags do not contain 'PENDING'.”
2. On the left is the field that will act as the “reference field” for the Filter. 
3. The center box is the logic operator - the Workflow will use this as the “rule” for what is allowed through. This is a dropdown menu with predesignated options for you.
4. The right box is the specified value. Any string can be entered here.

 

 

Pre-Mapped Fields

For ease of use, several fields have been pre-mapped. Please see below of a list of these fields and an explanation of the pre-mapped values. It is recommended to leave these as is unless there is a specific need to adjust them.

 

• Search Criteria: PLEASE NOTE that Lofty only accepts City OR Zip code when making Saved Searches. Zip has higher priority.
  • Max Price
  • Min Price
  • Min Bedrooms
  • Min Bathrooms
  • Property Type: A mapping table comparing Lofty Property Types and Homestack Property Types has already been pre-filled. It can be adjusted, expanded, or removed as desired.
  • City
  • Zip
• First Name
• Last Name
• Email
• Primary Phone
• Agent Email
• Tags

 

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Lofty Leads to Homestack Users

Overview

When setting up a Lofty > Homestack sync, several options can be configured on the settings page.

 

 

Lofty Settings

Underneath the Lofty card, several possible filters can be seen. Inputting selections into these options will filter the incoming data so that only certain Leads will pass from Lofty into Homestack.

 

Do Not Overwrite

 

If this option is checked, the sync will only send information into blank fields in Homestack when Updating Users.

 

Advanced Filter

Your sync can be customized to only let some Leads through.

1. For example, a possible filter, shown below, reads as such “Only sync Lofty Leads whose Source is 'Homestack'.”
2. On the left is the field that will act as the “reference field” for the Filter. 
3. The center box is the logic operator - the Workflow will use this as the “rule” for what is allowed through. This is a dropdown menu with predesignated options for you.
4. The right box is the specified value. Any string can be entered here.

 

 

Pre-Mapped Fields

For ease of use, several fields have been pre-mapped. Please see below of a list of these fields and an explanation of the pre-mapped values. It is recommended to leave these as is unless there is a specific need to adjust them.

Please note that to create a User in Homestack, Name (either Full Name OR First Name and Last Name), Email, and Phone are all required.

 

• (Assigned) Agent
  • Full Name
  • Email
• First Name
• Last Name
• Email
• Phone
• Tags

 

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Additional Questions 

If you have any questions about onboarding, feel free to contact API Nation's Support team.