Connect Entera CRM and Lofty
Integrate Entera CRM with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Entera CRM + Lofty flows
Start from a real workflow other teams are already running.
Choose a trigger
Entera CRM
When this happens...
- Request a new Trigger for Entera CRM
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
Add New Contact to Entera CRM when New Lead Is Added in Lofty
Use this flowCreate Organization in Entera-crm when New Lead Is Added in Lofty
Use this flowCreate Lead in Entera-crm when New Lead Is Added in Lofty
Use this flowCreate Deal in Entera-crm when New Lead Is Added in Lofty
Use this flowAdd New Contact to Entera CRM when Lead Updated in Lofty
Use this flowCreate Organization in Entera-crm when Lead Updated in Lofty
Use this flowCreate Lead in Entera-crm when Lead Updated in Lofty
Use this flowCreate Deal in Entera-crm when Lead Updated in Lofty
Use this flowAdd New Contact to Entera CRM when Lead Pipeline Changed in Lofty
Use this flowCreate Organization in Entera-crm when Lead Pipeline Changed in Lofty
Use this flowSupported Triggers & Actions
Everything you can automate between Entera CRM and Lofty.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Task Added
Enter trigger Description Here
New Appointment Added
Runs the workflow automatically when a new appointment is added in Lofty.
Do thisActions
Action is the task that follows automatically within your Entera CRM integrations.
Add New Contact
Creates a new contact in Entera CRM.
Create Organization
creation of new organizations within the system.
Create Lead
This endpoint allows you to add a new lead to the system.
Create Deal
This endpoint allows you to add a new contact to the system.
Create New Lead
Create a new lead
Add Note to Lead
Add a note to a lead
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 Entera CRM
Entera CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships and improve customer satisfaction.
Learn moreSimilar apps
About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Entera CRM 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 Entera CRM 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 Entera CRM triggers actions in Lofty, and a separate workflow where Lofty triggers actions in Entera CRM. 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 Entera CRM and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Entera CRM 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.
