Connect Lofty and SimpleKPI to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Stage Changes
Choose an Action
Automatically do this!
Add KPI Data Entry
Update KPI Data Entry
Ready to use Lofty and SimpleKPI automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Stage Changes
Runs when lead stage changes
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
Create Agent
Create a new agent profile
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Frequently Asked Questions
To start, connect both your Lofty and SimpleKPI accounts to viaSocket. Once connected, you can set up a workflow where an event in Lofty triggers actions in SimpleKPI (or vice versa).
Absolutely. You can customize how Lofty data is recorded in SimpleKPI. This includes choosing which data fields go into which fields of SimpleKPI, setting up custom formats, and filtering out unwanted information.
The data sync between Lofty and SimpleKPI 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 SimpleKPI. 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 SimpleKPI
SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance.
Learn More
