Connect Bigin and Lofty
Integrate Bigin with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Bigin + Lofty flows
Start from a real workflow other teams are already running.
Choose a trigger
Bigin
When this happens...
New Contact Created
New Deal Is Created
Choose an action
Lofty
Automatically do this!
Create New Lead
Add Note to Lead
Update Lead
Search Leads
Send Email To Agent
Send SMS to Sales Agent
Create Agent
List Transactions
Create Task for Lead
Create New Lead in Lofty when New Contact Created in Bigin
Use this flowAdd Note to Lead in Lofty when New Contact Created in Bigin
Use this flowUpdate Lead in Lofty when New Contact Created in Bigin
Use this flowSearch Leads in Lofty when New Contact Created in Bigin
Use this flowSend Email To Agent via Lofty when New Contact Created in Bigin
Use this flowSend SMS to Sales Agent via Lofty when New Contact Created in Bigin
Use this flowCreate Agent in Lofty when New Contact Created in Bigin
Use this flowList Transactions from Lofty when New Contact Created in Bigin
Use this flowCreate Task for Lead in Lofty for the Lead when New Contact Created in Bigin
Use this flowCreate New Lead in Lofty when New Deal Is Created in Bigin
Use this flowSupported Triggers & Actions
Everything you can automate between Bigin and Lofty.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a new contact is created in Zoho Bigin.
New Deal Is Created
Runs when a new deal is created in Zoho Bigin.
New Lead Is Added
Runs when new lead is added
Lead Updated
Runs the workflow automatically whenever a contact is updated in Lofty.
Lead Pipeline Changed
Runs the workflow automatically whenever a lead's pipeline stage changes in Lofty.
New Transaction
Runs the workflow automatically whenever a new transaction is created in Lofty.
Do thisActions
Action is the task that follows automatically within your Bigin integrations.
Create Contact
Adds a new contact to Bigin with name, contact details, address, owner, tags, and associated company.
Update Contact
Updates an existing contact in Bigin with the provided details.
Update Company
Updates an existing company in Bigin with the provided details such as name, contact info, address, owner, and tags.
Get Organization Details
Retrieves the details of the organization.
Create Or Update Pipeline
Creates a new pipeline or updates an existing pipeline in Bigin.
Create Or Update Contact
Creates a new contact or updates an existing contact matched by email.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Bigin
Bigin by Zoho CRM is a customer relationship management system tailored for small businesses to streamline sales, marketing, and customer service. Its intuitive pipeline management tracks opportunities across sales stages with customizable workflows.
Learn more
About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bigin and Lofty accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Bigin and Lofty as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Lofty. No coding required.
Yes. You can set up a workflow where Bigin triggers actions in Lofty, and a separate workflow where Lofty triggers actions in Bigin. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Bigin and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bigin and Lofty integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
