Connect Lofty and ubeya to Build Intelligent Automations

Choose a Trigger

Lofty

When this happens...

Choose an Action

ubeya

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Enable Integrations or automations with these events of Lofty and ubeya

Enable Integrations or automations with these events of Lofty and ubeya

Triggers

New Lead Is Added

New Lead Is Added

Runs when new lead is added

Lead Pipeline Changed

Lead Pipeline Changed

Runs the workflow automatically whenever a lead's stage changes in Lofty.

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Actions

Create New Lead

Create New Lead

Create a new lead

Add Note to Lead

Add Note to Lead

Add a note to a lead

Update Lead

Update Lead

Update lead details

Search Leads

Search Leads

Find and list leads

Send Email To Agent

Send Email To Agent

Send an email to an agent

Send SMS to Sales Agent

Send SMS to Sales Agent

Send a text to a sales agent

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Frequently Asked Questions

How do I start an integration between Lofty and ubeya?

To start, connect both your Lofty and ubeya accounts to viaSocket. Once connected, you can set up a workflow where an event in Lofty triggers actions in ubeya (or vice versa).

Can we customize how data from Lofty is recorded in ubeya?

Absolutely. You can customize how Lofty data is recorded in ubeya. This includes choosing which data fields go into which fields of ubeya, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Lofty and ubeya?

The data sync between Lofty and ubeya typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Lofty to ubeya?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Lofty and ubeya?

Yes, you can set conditional logic to control the flow of data between Lofty and ubeya. 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.