1.Detects new or updated leads
Integrate Lofty to receive each lead event and extract core contact fields to start contact matching.
Add or update lead contacts to marketing list
Automatically capture lead events across Lofty and marketing audience tools. Create and update contacts when new lead created, lead updated, or lead tags changeβso you can refresh marketing contacts, append CRM tags, and write back sync markers without manual lead cleanup.
How this automation refreshes your marketing contacts
When new lead events happen, manual cleanup can delay routing. This automation captures lead data and validates email, then adds or updates contacts and updates the lead with a sync markerβso your team can route faster.
Loftyor swap with your favorite app
2.Stops when email is missing
Integrate Filter by Zapier to check incoming leads have an email and to block records without contact email.
Filter by Zapieror swap with your favorite app
3.Adds or updates contacts
Integrate Fello to map lead fields to contacts, set a marketing status flag, and append tags to contacts.
Felloor swap with your favorite app
4.Updates the lead with a sync tag
Integrate Lofty to update the original lead with a sync marker and optionally refresh consent or status fields.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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