Connect Instantly and Lofty
Integrate Instantly with Lofty to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Lead in Lofty when New Lead in Campaign in Instantly.ai
Add Note to Lead in Lofty when New Lead in Campaign in Instantly.ai
Update Lead in Lofty when New Lead in Campaign in Instantly.ai
Search Leads in Lofty when New Lead in Campaign in Instantly.ai
Send Email To Agent via Lofty when New Lead in Campaign in Instantly.ai
Popular Instantly + Lofty flows
Start from a real workflow other teams are already running.
Choose a trigger
Instantly
When this happens...
New Lead in Campaign
New Email Received
New Email Sent
Lead Unsubscribed
Campaign Completed
Lead Marked as not interested
Lead Marked as interested
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 Lead in Campaign in Instantly.ai
Use this flowAdd Note to Lead in Lofty when New Lead in Campaign in Instantly.ai
Use this flowUpdate Lead in Lofty when New Lead in Campaign in Instantly.ai
Use this flowSearch Leads in Lofty when New Lead in Campaign in Instantly.ai
Use this flowSend Email To Agent via Lofty when New Lead in Campaign in Instantly.ai
Use this flowSend SMS to Sales Agent via Lofty when New Lead in Campaign in Instantly.ai
Use this flowCreate Agent in Lofty when New Lead in Campaign in Instantly.ai
Use this flowList Transactions from Lofty when New Lead in Campaign in Instantly.ai
Use this flowCreate Task for Lead in Lofty for the Lead when New Lead in Campaign in Instantly.ai
Use this flowCreate New Lead in Lofty when New Email Received
Use this flowSupported Triggers & Actions
Everything you can automate between Instantly and Lofty.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Lead Unsubscribed
Triggered when a specific lead is unsubscribed.
Campaign Completed
Triggered when a specific campaign is completed.
Lead Marked as not interested
Triggered when a Lead is marked as not interested.
Do thisActions
Action is the task that follows automatically within your Instantly integrations.
Create Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead list.
Test account vitals
Test account vitals.
Add Lead to List
Add multiple leads to a list.
Add Lead to Campaign
Add multiple leads to a campaign.
Create Campaign
Create a campaign
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 Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
Learn moreSimilar apps
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 Instantly 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 Instantly 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 Instantly triggers actions in Lofty, and a separate workflow where Lofty triggers actions in Instantly. 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 Instantly and Lofty. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Instantly 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.
