1.Detect lead change event
Integrate Lofty and lead routing tools to pass the lead reference and payload into the workflow to standardize lead updates.
Create or update CRM contact from incoming leads
Automatically monitor lead pipeline or lead update events across Lofty, Code by Zapier, and Follow Up Boss. Create and update when lead stage changes, lead is created, or lead details updateβso you can normalize contact data, merge addresses, and write CRM person IDs without manual data entry.
How this automation updates your CRM contacts
When new leads arrive or their stage changes, outdated or duplicate contacts can slow follow-up and confuse attribution. This automation processes lead payloads, creates or updates CRM people, and writes the external CRM person ID back to the leadβso your team can keep contacts accurate.
Loftyor swap with your favorite app
2.Normalize and enrich lead fields
Integrate Code by Zapier and data transformation tools to normalize emails and phones, derive lead type, and build canonical tags to clean contact inputs.
Code by Zapieror swap with your favorite app
3.Create or update CRM person
Integrate Follow Up Boss and CRM contact tools to search by email and phone, then update or create the person and merge addresses to keep contacts current.
Follow Up Bossor swap with your favorite app
4.Update lead with CRM person ID
Integrate Lofty and CRM note tools to write the external CRM person ID to the lead and create a pinned profile note with the CRM profile link.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Connect your tools
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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