Connect Follow Up Boss and Lofty to power AI-driven automation

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Launch your first automated workflow

Start with a template that brings Follow Up Boss and Lofty together. Build enterprise-grade automation in minutes.

Our most popular template

Add new Chime leads and create or update Follow Up Boss contacts without triggering action plans
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Lofty + Follow Up Boss
Create Follow Up Boss inquiries or website events from new Chime leads
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Lofty + Follow Up Boss
Update Follow Up Boss contacts when lead pipelines change in Chime
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Lofty + Follow Up Boss
Create new leads in Chime from new contacts in Follow Up Boss
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Follow Up Boss + Lofty
Create new inquiries or website events in Follow Up Boss for new leads in Chime
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Lofty + Follow Up Boss
Create new leads in Chime when tags are added to contacts in Follow Up Boss
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Follow Up Boss + Lofty

Add new Chime leads and create or update Follow Up Boss contacts without triggering action plans

Details

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Lofty + Follow Up Boss

Create Follow Up Boss inquiries or website events from new Chime leads

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Lofty + Follow Up Boss

Update Follow Up Boss contacts when lead pipelines change in Chime

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Lofty + Follow Up Boss

Create new leads in Chime from new contacts in Follow Up Boss

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Follow Up Boss + Lofty

Create new inquiries or website events in Follow Up Boss for new leads in Chime

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Lofty + Follow Up Boss

Create new leads in Chime when tags are added to contacts in Follow Up Boss

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Follow Up Boss + Lofty

Update Follow Up Boss contacts without triggering action plans when lead pipeline changes in Lofty
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Lofty + Follow Up Boss
Update leads in Lofty when person stages are updated in Follow Up Boss
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Follow Up Boss + Lofty

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Follow Up Boss with Lofty - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.

Add your action

An action happens after the trigger—such as "Create Lead" in Lofty.

You’re connected!

Zapier seamlessly connects Follow Up Boss and Lofty, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write

- Contact
  Required
- File name
  Required
- File URL
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write

- Contact Phone, Email, or ID
  Required
- Note
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Source_copy
- Contact
  Required
- First Name
- Last Name
- Email Address
- Phone_copy
- Phone Number
- Stage
- Is Contacted?
- Tags
- Merge_tags_copy
- Merge Tags?
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search
- Pipeline
  Required
Trigger
Instant
Try It
New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Trigger
Instant
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Transaction File Uploaded
Fires when a new file is uploaded to a Transaction in Lofty.
Trigger
Instant
Try It
- First Name
- Last Name
- Email
- Phone
- Birthday
- Street or Complete Address (Mailing Address)
- Lead Type
- Lead Ownership Level
- Source
- Segment
- Tag
- Note
- Subscription - Smart Plans
- Subscription - Property Alert
- Subscription - Market Report
- Min Price (Buyer)
- Max Price (Buyer)
- Location (Deprecated)
- City (Buyer)
- State (Buyer)
- Zipcode (Buyer)
- Address (Buyer)
- Min Beds (Buyer)
- Min Baths (Buyer)
- timeFrame (Buyer)
- Beds (Seller)
- Baths (Seller)
- Price (Seller)
- Address (Seller)
- SqFt (Seller)
- City (Seller)
- State (Seller)
- Zipcode (Seller)
- timeFrame (Seller)
- Send Welcome Email
- City (Mailing Address)
- State (Mailing Address)
- Zip Code(Mailing Address)
- Call Opt In
- Text Opt In
- Email Opt In
- Number Consent
Action
Write
- Email
- leadId
- First Name
- Last Name
- Phone
- Birthday
- Street or Complete Address (Mailing Address)
- Lead Type
- Source
- Segment
- Tag
- Note
- Subscription - Smart Plans
- Subscription - Property Alert
- Subscription - Market Report
- Min Price (Buyer)
- Max Price (Buyer)
- Location (Deprecated)
- City (Buyer)
- State (Buyer)
- Zipcode (Buyer)
- Address (Buyer)
- Min Beds (Buyer)
- Min Baths (Buyer)
- timeFrame (Buyer)
- Beds (Seller)
- Baths (Seller)
- Price (Seller)
- Address (Seller)
- SqFt (Seller)
- City (Seller)
- State (Seller)
- Zipcode (Seller)
- timeFrame (Seller)
- City (Mailing Address)
- State (Mailing Address)
- Zip Code(Mailing Address)
- Call Opt In
- Text Opt In
- Email Opt In
- Number Consent
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Segment
  Required
Trigger
Instant
Try It
New Transaction
New transaction trigger
Trigger
Instant
Try It
- Zap Trigger ID
  Required
Trigger
Instant
Try It
Update Transaction
Update transaction trigger
Trigger
Instant
Try It
- Transaction Name
  Required
- Transaction ID
- Lead First Name
  Required
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction Type
  Required
- Transaction Stage
  Required
- Close Price
- GCI
- Team Revenue
- Agent Revenue
- Commission Rate
- Timezone
- Closed Date
- Expected Close
- Appointment Date
- Agreement Signed Date
- Offer Date
- Contract Date
- Appraisal Date
- Home Inspection Date
- Escrow Date
- Expiration Date
- Property Address
- Property Unit
- Property Listing Status
- Property MLS Listing ID
- Property Label
- Property List Price
- Property Type
- Property Bedrooms
- Property Bathrooms
- Property Square Feet
- Property Lot Size (Sqft)
- Property Note
Action
Write
- Transaction Name
  Required
- Transaction ID
- Lead First Name
  Required
- Lead Last Name
- Lead ID
- Associated Lead Email
- Transaction Owner ID
- Transaction Owner Email
- Transaction Type
  Required
- Transaction Stage
  Required
- Close Price
- GCI
- Team Revenue
- Agent Revenue
- Commission Rate
- Timezone
- Closed Date
- Expected Close
- Appointment Date
- Agreement Signed Date
- Offer Date
- Contract Date
- Appraisal Date
- Home Inspection Date
- Escrow Date
- Expiration Date
- Property Address
- Property Unit
- Property Listing Status
- Property MLS Listing ID
- Property Label
- Property List Price
- Property Type
- Property Bedrooms
- Property Bathrooms
- Property Square Feet
- Property Lot Size (Sqft)
- Property Note
Action
Write
- Object
  Required
- Search Value
  Required
Action
Search

For AI agents & developers

Use Follow Up Boss and Lofty with AI agents and code

Beyond Zap workflows. Call Follow Up Boss and Lofty actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Follow Up Boss and Lofty actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Collaborators
Create Lead

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Follow Up Boss and Lofty actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* follow-up-boss / lofty action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Follow Up Boss and Lofty

Sync new leads across platforms

When a new contact is created in Follow Up Boss, Zapier can automatically create a corresponding lead in Lofty. This keeps your lead management platforms aligned, eliminating the need for manual entry while ensuring no opportunity is missed.

Business Owner

Try it

Target leads based on pipeline stages

When a lead's pipeline changes in Lofty, Zapier can update the contact stage in Follow Up Boss. This aligns your marketing outreach with updated lead information, improving campaign relevance and engagement.

Marketing & Marketing Ops

Try it

Track new transactions from leads

When a new transaction is created in Lofty, Zapier can create a deal in Follow Up Boss. This helps you keep sales data connected and ensures that pipeline updates are comprehensive without the need for manual input.

Sales Ops

Try it

Learn how to automate Follow Up Boss on the Zapier blog

Make work flow with AI

Level up your Follow Up Boss to Lofty integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Follow Up Boss + Lofty integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and Lofty

How do I set up an integration between Follow Up Boss and Lofty?

To set up an integration between Follow Up Boss and Lofty, you will need to use a platform like ours that supports connecting different apps through triggers and actions. First, choose Follow Up Boss as your trigger app and select an event, such as 'New Contact Added'. Then, choose Lofty as your action app and select what action you want to happen when a new contact is added in Follow Up Boss, such as 'Create Lead' or 'Update Property'.

Can I automatically create leads in Lofty from new contacts in Follow Up Boss?

Yes, with the integration setup, you can automatically create new leads in Lofty whenever a new contact is added in Follow Up Boss. By selecting 'New Contact Added' as the trigger in Follow Up Boss, you can set the corresponding action in Lofty like 'Create Lead', ensuring seamless lead data transfer.

Is it possible to update properties in Lofty when there are changes in Follow Up Boss?

Absolutely! You can configure the integration so that whenever there's a change in the property details of a contact within Follow Up Boss, an 'Update Property' action is triggered in Lofty. This ensures that your data remains consistent across both platforms without manual intervention.

What types of triggers are available for integrating Follow Up Boss with Lofty?

The integration offers several triggers within Follow Up Boss such as 'New Contact Added', 'Contact Updated', or 'Deal Closed'. These triggers can initiate specific actions within Lofty like creating leads or updating properties automatically.

Can I send automated emails from Lofty using triggers from Follow Up Boss?

While our direct integration focus on lead creation and property updates, you can extend functionalities through custom workflows where a trigger from Follow Up Boss might indirectly prompt an email action within the broader scope of workflows involving third-party email services connected with Lofty.

How do I test if my integration between these two platforms works correctly?

After setting up your desired triggers and actions between Follow Up Boss and Lofty, you can perform tests by adding test contacts or updating existing ones within Follow Up Boss. Observe if the corresponding action happens successfully within Lofty. Our platform provides logs which help track each step of the trigger-action process for troubleshooting if needed.

Are there limitations on how often data is synchronized between these applications?

Data synchronization frequency depends on how you've configured your workflow settings. Typically, actions triggered by events like adding or updating contacts occur near real-time. However, ensure your plan allows for sufficient operations per month if you're running high-frequency tasks.

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Lofty

Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Follow Up Boss and Lofty to power AI-driven automation

Launch your first automated workflow

Add new Chime leads and create or update Follow Up Boss contacts without triggering action plans

Create Follow Up Boss inquiries or website events from new Chime leads

Update Follow Up Boss contacts when lead pipelines change in Chime

Create new leads in Chime from new contacts in Follow Up Boss

Create new inquiries or website events in Follow Up Boss for new leads in Chime

Create new leads in Chime when tags are added to contacts in Follow Up Boss

Add new Chime leads and create or update Follow Up Boss contacts without triggering action plans

Create Follow Up Boss inquiries or website events from new Chime leads

Update Follow Up Boss contacts when lead pipelines change in Chime

Create new leads in Chime from new contacts in Follow Up Boss

Create new inquiries or website events in Follow Up Boss for new leads in Chime

Create new leads in Chime when tags are added to contacts in Follow Up Boss

Update Follow Up Boss contacts without triggering action plans when lead pipeline changes in Lofty

Update leads in Lofty when person stages are updated in Follow Up Boss

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Follow Up Boss and Lofty with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Follow Up Boss and Lofty

Sync new leads across platforms

Target leads based on pipeline stages

Track new transactions from leads

Learn how to automate Follow Up Boss on the Zapier blog

5 ways to automate Follow Up Boss with Zapier

Make work flow with AI

Frequently Asked Questions about Follow Up Boss + Lofty integrations

Connect Follow Up Boss to Lofty on the world's largest no-code automation platform