A new lead lands in Loftyworks while you are between property inspections, and the next follow-up can easily wait until the afternoon. A Zapier workflow can turn that assignment into an immediate text, so the prospect receives a useful response while your agency is still top of mind.

Use New Lead to send an SMS through Mobile Message, or use New Smart Plan Action when a planned follow-up reaches a particular step. New Transaction can also alert a buyer, seller or internal contact when a transaction is created. If a prospect texts your Mobile Message number, Inbound SMS Received can create a lead in Loftyworks for someone to review.

These workflows help agents act on fresh opportunities without repeatedly checking both systems. You choose the message, recipient fields and filters in Zapier, while Mobile Message handles the SMS delivery. Delivery Status Updated can also start a Zap when you need a Loftyworks record created or updated after a message status changes. The connection is set up through Zapier, with separate Loftyworks and Mobile Message accounts.