I will lofty crm zapier integration lofty migration follow up boss flodesk automation
About this Gig
leads landing in lofty but not showing up in follow up boss? tags not syncing? agents typing the same lead in twice? that's a broken integration, and i fix it.
i connect lofty crm to follow up boss, gohighlevel, flodesk, google forms and other tools using zapier (or make), so leads route clean with no manual re-entry.
what you get:
- lead source mapping and routing rules between lofty and your other crm
- tag, stage and custom field mapping so data stays in sync
- zapier zaps that create or update contacts and follow-up tasks
- duplicate contact prevention
- lofty to gohighlevel or follow up boss contact migration with tags carried over
- short loom walkthrough so you can maintain it yourself
basic: routing and sync check, written fix list.
standard: build one lofty integration live and tested.
premium: multi-tool sync plus migration and documentation.
not sure what you need? Message me before ordering. tell me your tools and i'll tell you the right package
Software:
Lofty
FAQ
which tools can you connect to lofty?
follow up boss, gohighlevel, flodesk, google forms, boldtrail, thrivecart and most others zapier or make can reach. if a tool can't connect, i tell you before you pay for the build.
do i need a zapier account?
yes. i'll tell you which plan fits your lead volume before i build anything.
does lofty connect natively to everything?
no, its native connections are limited. i use zapier or make where it works and confirm what's possible up front, so no surprises.
what do i get in the basic check?
i review one sync or routing flow, find where data breaks, and send a written fix list. you can fix it yourself or upgrade to standard.
can you fix an integration that's already broken?
yes. start with basic so i can find the cause, then i fix it in standard.
can you move my lofty contacts to gohighlevel or follow up boss?
yes, in premium. tags, stages and custom fields are mapped and duplicates cleaned. over 1,000 contacts, message me for a custom offer.
will my live leads get disrupted?
no. i build and test with test contacts first and only go live after you approve.
what access do you need?
a user invite or temporary admin login for lofty and the other tools. remove it when we're done.
will i be able to maintain it myself?
premium includes a short loom walkthrough and a written doc. standard includes quick handoff notes.
what if my project is bigger than premium?
message me. i do custom quotes and ongoing monthly support for larger databases and multi-team setups.

