Connect Follow Up Boss and Lofty to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Follow Up Boss to Lofty with a Zapier template.
Our most popular template
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.
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.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Team Member(s)
ActionWrite
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
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 OwnerTarget 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 OpsTrack 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 OpsLearn how to automate Follow Up Boss on the Zapier blog
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.
