Connect Lofty and Perfex CRM
Integrate Lofty with Perfex CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Lofty + Perfex CRM 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
Perfex CRM
Automatically do this!
Create Lead
Create Contract
Create Customer
Create Estimate
Create Project
Create Proposal
Create Task
Create Ticket
Create Timesheet
Create Lead in Perfexcrm when New Lead Created in Lofty
Use this flowCreate Contract in Perfexcrm when New Lead Created in Lofty
Use this flowCreate Customer in Perfexcrm when New Lead Created in Lofty
Use this flowCreate Estimate in Perfex CRM when New Lead Created in Lofty
Use this flowCreate Project in Perfexcrm when New Lead Created in Lofty
Use this flowCreate Proposal in Perfex CRM when New Lead Created in Lofty
Use this flowCreate Task in Perfexcrm when New Lead Created in Lofty
Use this flowCreate Ticket in Perfex CRM when New Lead Created in Lofty
Use this flowCreate Timesheet in Perfexcrm when New Lead Created in Lofty
Use this flowCreate Lead in Perfexcrm when Updated Lead in Lofty
Use this flowSupported Triggers & Actions
Everything you can automate between Lofty and Perfex CRM.
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.
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About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn moreSimilar apps
About Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Lofty and Perfex CRM 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 Perfex CRM 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 Perfex CRM. No coding required.
Yes. You can set up a workflow where Lofty triggers actions in Perfex CRM, and a separate workflow where Perfex CRM 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 Perfex CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Lofty and Perfex CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
