Connect Freshsales Suite and Lofty
Integrate Freshsales Suite with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Lead in Lofty when Contact Created in Freshsales Suite
Add Note to Lead in Lofty when Contact Created in Freshsales Suite
Update Lead in Lofty when Contact Created in Freshsales Suite
Search Leads in Lofty when Contact Created in Freshsales Suite
Send Email To Agent via Lofty when Contact Created in Freshsales Suite
Popular Freshsales Suite + Lofty flows
Start from a real workflow other teams are already running.
Choose a trigger
Freshsales Suite
When this happens...
Contact Created
Deal Updated
New Deal Created
Contact Updated
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 Contact Created in Freshsales Suite
Use this flowAdd Note to Lead in Lofty when Contact Created in Freshsales Suite
Use this flowUpdate Lead in Lofty when Contact Created in Freshsales Suite
Use this flowSearch Leads in Lofty when Contact Created in Freshsales Suite
Use this flowSend Email To Agent via Lofty when Contact Created in Freshsales Suite
Use this flowSend SMS to Sales Agent via Lofty when Contact Created in Freshsales Suite
Use this flowCreate Agent in Lofty when Contact Created in Freshsales Suite
Use this flowList Transactions from Lofty when Contact Created in Freshsales Suite
Use this flowCreate Task for Lead in Lofty for the Lead when Contact Created in Freshsales Suite
Use this flowCreate New Lead in Lofty when Deal Updated in Freshsales Suite
Use this flowSupported Triggers & Actions
Everything you can automate between Freshsales Suite and Lofty.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Created
Runs when a contact is created in the selected view
Deal Updated
Runs when a deal is updated within the selected recent time frame.
New Deal Created
Runs when a new deal is created in Freshsales Suite.
Contact Updated
Runs when an existing contact is updated.
New Lead Is Added
Runs when new lead is added
Lead Updated
Runs the workflow automatically whenever a contact is updated in Lofty.
Do thisActions
Action is the task that follows automatically within your Freshsales Suite integrations.
Update Account
Update an existing account
Create Deal
Create a new deal.
Create Task
Creates a new task in Freshsales Suite.
Update Deal
Update an existing deal.
Add Note to Contact
Add a note to a contact.
Find User
Search an existing User with the matching email ID.
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 Freshsales Suite
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
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 Freshsales Suite 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 Freshsales Suite 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 Freshsales Suite triggers actions in Lofty, and a separate workflow where Lofty triggers actions in Freshsales Suite. 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 Freshsales Suite and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Freshsales Suite 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.
