Connect Lofty and Raynet CRM
Integrate Lofty with Raynet CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Lofty + Raynet CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Lofty
When this happens...
New Lead Is Added
Lead Updated
Lead Pipeline Changed
New Transaction
New Task Added
New Appointment Added
Choose an action
Raynet CRM
Automatically do this!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
List Leads
List Deals
Modifying Call in Raynetcrm when New Lead Is Added in Lofty
Use this flowModifying Event in Raynetcrm when New Lead Is Added in Lofty
Use this flowModifying Letter in Raynetcrm when New Lead Is Added in Lofty
Use this flowModifying Task in Raynetcrm when New Lead Is Added in Lofty
Use this flowModifying Deal in Raynetcrm when New Lead Is Added in Lofty
Use this flowModifying Price List in Raynetcrm when New Lead Is Added in Lofty
Use this flowModifying Sales Order in Raynetcrm when New Lead Is Added in Lofty
Use this flowModifying Account in Raynetcrm when New Lead Is Added in Lofty
Use this flowModifying Contact in Raynetcrm when New Lead Is Added in Lofty
Use this flowModifying Lead in Raynetcrm when New Lead Is Added in Lofty
Use this flowSupported Triggers & Actions
Everything you can automate between Lofty and Raynet CRM.
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
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 Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn moreSimilar apps
About Raynet CRM
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Lofty and Raynet 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 Raynet 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 Raynet CRM. No coding required.
Yes. You can set up a workflow where Lofty triggers actions in Raynet CRM, and a separate workflow where Raynet 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 Raynet CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Lofty and Raynet CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
