1.Monitors phone call started
Integrate CallRail to detect phone call started events and trigger qualification checks for seller leads.
Create validated seller leads from inbound calls to CRM
Automatically monitor phone call started events across CallRail and Lofty. Create and update when call eligibility passes, tracking number matches, or prior-contact count is lowβso you can normalize phone numbers, map consent flags, and create CRM seller leads without manual data entry.
How this automation creates validated seller leads
When a seller call starts but eligibility is unclear, missed outreach and bad data follow. This automation evaluates call eligibility and normalizes caller details, then creates a seller lead in your CRMβso you can respond faster with clean records.
CallRailor swap with your favorite app
2.Evaluates call eligibility
Integrate Filter by Zapier and call metadata tools to gate only qualifying calls by tracking number and prior-contact count.
Filter by Zapieror swap with your favorite app
3.Normalizes caller contact data
Integrate Formatter by Zapier and phone normalization tools to format caller numbers and map consent fields to lead data.
Formatter by Zapieror swap with your favorite app
4.Creates seller lead in Lofty
Integrate Lofty and CRM lead tools to create or match seller leads and assign them to the intake group.
Loftyor swap with your favorite app
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