Connect Lofty and Microsoft Excel
Integrate Lofty with Microsoft Excel to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Row in Microsoft-excel when New Lead Created in Lofty
Create Spreadsheet in Microsoft-excel when New Lead Created in Lofty
Update Row in Microsoft-excel when New Lead Created in Lofty
Add Row To Table in Microsoft Excel when New Lead Created in Lofty
Find Row in Microsoft-excel when Updated Lead in Lofty
Popular Lofty + Microsoft Excel flows
Start from a real workflow other teams are already running.
Choose a trigger
Lofty
When this happens...
New Lead Created
Updated Lead
Lead Pipeline Changed
New Transaction
Updated Transaction
New Task Added
New Appointment Added
Choose an action
Microsoft Excel
Automatically do this!
Find Row
Create Spreadsheet
Update Row
Add Row To Table
Find Row in Microsoft-excel when New Lead Created in Lofty
Use this flowCreate Spreadsheet in Microsoft-excel when New Lead Created in Lofty
Use this flowUpdate Row in Microsoft-excel when New Lead Created in Lofty
Use this flowAdd Row To Table in Microsoft Excel when New Lead Created in Lofty
Use this flowFind Row in Microsoft-excel when Updated Lead in Lofty
Use this flowCreate Spreadsheet in Microsoft-excel when Updated Lead in Lofty
Use this flowUpdate Row in Microsoft-excel when Updated Lead in Lofty
Use this flowAdd Row To Table in Microsoft Excel when Updated Lead in Lofty
Use this flowFind Row in Microsoft-excel when Lead Pipeline Changed in Lofty
Use this flowCreate Spreadsheet in Microsoft-excel when Lead Pipeline Changed in Lofty
Use this flowSupported Triggers & Actions
Everything you can automate between Lofty and Microsoft Excel.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when new lead is created in a selected list.
Updated Lead
Runs when a lead is updated in a selected list.
Lead Pipeline Changed
Fix the instant trigger modify code to read updatedLeadstage as an array, extract each leadId, fetch full lead details sequentially, and return pipeline metadata.
New Transaction
Runs when a new transaction is created in a chosen list.
Updated Transaction
Runs when a transaction is updated. Provide a webhook callback URL to receive updates.
New Task Added
Enter trigger Description Here
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
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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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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Lofty and Microsoft Excel workflows.
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About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn moreSimilar apps
About Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Lofty and Microsoft Excel 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 Lofty and Microsoft Excel 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 Microsoft Excel. No coding required.
Yes. You can set up a workflow where Lofty triggers actions in Microsoft Excel, and a separate workflow where Microsoft Excel triggers actions in Lofty. 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 Lofty and Microsoft Excel. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Lofty and Microsoft Excel integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
