Connect Lofty and Salesflare
Integrate Lofty with Salesflare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Lofty + Salesflare 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
Salesflare
Automatically do this!
Find account
Find Contact
Find Opportunity
Find Person
Find Pipeline Stage
Find User
Find a Workflow
Add Contact to Account
Add User to Account
Create Account
Create Call
Create Contact
Create Internal Note
Create Meeting
Remove a Contact From Workflow
Create Opportunity
Create Task
Update Account
Update Contact
Update Opportunity
List Accounts
List Contacts
List Opportunities
List Users
List Pipelines
Find account in Salesflare when New Lead Created in Lofty
Use this flowFind Contact in Salesflare when New Lead Created in Lofty
Use this flowFind Opportunity in Salesflare when New Lead Created in Lofty
Use this flowFind Person in Salesflare when New Lead Created in Lofty
Use this flowFind Pipeline Stage in Salesflare when New Lead Created in Lofty
Use this flowFind User in Salesflare when New Lead Created in Lofty
Use this flowFind a Workflow in Salesflare when New Lead Created in Lofty
Use this flowAdd Contact to Account in Salesflare when New Lead Created in Lofty
Use this flowAdd User to Account in Salesflare when New Lead Created in Lofty
Use this flowCreate Account in Salesflare when New Lead Created in Lofty
Use this flowSupported Triggers & Actions
Everything you can automate between Lofty and Salesflare.
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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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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Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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About Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
Learn moreSimilar apps
About Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Lofty and Salesflare 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 Salesflare 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 Salesflare. No coding required.
Yes. You can set up a workflow where Lofty triggers actions in Salesflare, and a separate workflow where Salesflare 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 Salesflare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Lofty and Salesflare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
