Lofty integration
Lofty is a product of the technology company Lofty Inc, which offers a complete tech solution for real estate agents. Use Lofty from Zoft voice agents, chat agents, workflows and AI employees.
- API key
- 5 actions
- Starts withA call, a chat message or a schedule
- ZoftAgent or workflow decides what happens next
- Then in Lofty
Create Lead - AndCreate Transaction
Zoft + Lofty
What Zoft can do with Lofty.
- 01Voice agentsA phone agent can use Lofty actions such as Create Lead and Create Transaction during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Lofty while it talks to the customer.
- 03WorkflowsUse Lofty as a step on the workflow canvas, alongside the other apps in your stack.
- 04AI employeesAn AI employee can find and use Lofty actions on its own, and ask for your approval before it sends or changes anything important.
Actions 5
Things Zoft can do in Lofty.
- Create LeadCreate a lead in Lofty
- Update LeadUpdate a lead in Lofty
- Custom API CallMake a custom API call to a specific endpoint
- Create TransactionCreate a transaction for a Lofty lead
- Update TransactionUpdate a transaction for a Lofty lead
Setup
Connect Lofty in three steps.
- 01ConnectChoose Lofty in Connections and paste an API key from your Lofty account.
- 02Put it to workAdd Lofty as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
More sales and crm integrations.
See all in Sales and CRM
Sign in with OAuthZoho CRMSales and CRM2 actions · 1 trigger
Sign in with OAuthSalesforceSales and CRM27 actions · 9 triggers
Sign in with OAuthHubSpotSales and CRM45 actions · 24 triggers
API keyHousecall ProSales and CRM46 actions
Account detailsKlentySales and CRM5 actions
Sign in with OAuthMicrosoft Dynamics CRMSales and CRM5 actions
FAQ
Lofty on Zoft, answered.
What can Zoft do with Lofty?
Zoft supports 5 actions for Lofty. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Lofty to Zoft?
Choose Lofty in Connections and paste an API key from your Lofty account.
Can a voice agent or chat agent use Lofty?
Yes. Once Lofty is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Lofty without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.