Connect Lofty and ActiveTrail to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Is Added
Lead Updated
Lead Pipeline Changed
New Transaction
New Task Added
New Appointment Added
Choose an Action
Automatically do this!
Delete a Group
Get single Automation
Get all Automations
Delete a Campaign
Delete a contact
Add Contact to Group
List Account Emails Sending Profiles
List Executive Reports
List Sent Campaigns
List Templates
List Order Fields Information
List Sms Messages
List Account's Mailing Lists
List User's Segmentations
List Sign-up Forms
List Landing Pages
List Contact
List Group
List Automations
Find Group
Find Contact
Send SMS Message
Create Contacts
Update contact
Ready to use Lofty and ActiveTrail automations
Actions and Triggers
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 Lofty integrations.
Create New Lead
Create a new lead
Add Note to Lead
Add a note to a lead
Update Lead
Update lead details
Search Leads
Find and list leads
Send Email To Agent
Send an email to an agent
Send SMS to Sales Agent
Send a text to a sales agent
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Frequently Asked Questions
To start, connect both your Lofty and ActiveTrail accounts to viaSocket. Once connected, you can set up a workflow where an event in Lofty triggers actions in ActiveTrail (or vice versa).
Absolutely. You can customize how Lofty data is recorded in ActiveTrail. This includes choosing which data fields go into which fields of ActiveTrail, setting up custom formats, and filtering out unwanted information.
The data sync between Lofty and ActiveTrail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Lofty and ActiveTrail. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn MoreAbout ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
Learn More
