Force Manager + Lofty Integration

Connect Force Manager to Lofty in 1 click

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Popular Force Manager + Lofty Workflows

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Force Manager + Lofty Integration

Create Lofty lead for new Force Manager contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Force Manager - Lofty integration, anytime a new Force Manager contact is created, an Lofty lead should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Force Manager + Lofty Integration
1.
  • Force Manager
    Task is deleted in Force Manager Instant
  • Force Manager
    Task is updated in Force Manager Instant
  • Force Manager
    Task is created in Force Manager Instant
  • Force Manager
    Account is created in Force Manager Instant
  • Force Manager
    Account is updated in Force Manager Instant
  • Force Manager
    Account is deleted in Force Manager Instant
  • Force Manager
    Contact is created in Force Manager Instant
  • Force Manager
    Contact is updated in Force Manager Instant
  • Force Manager
    Contact is deleted in Force Manager Instant
  • Force Manager
    Activity is created in Force Manager Instant
  • Force Manager
    Activity is updated in Force Manager Instant
  • Force Manager
    Activity is deleted in Force Manager Instant
  • Force Manager
    Event is created in Force Manager Instant
  • Force Manager
    Event is updated in Force Manager Instant
  • Force Manager
    Event is deleted in Force Manager Instant
  • Force Manager
    Opportunity is created in Force Manager Instant
  • Force Manager
    Opportunity is updated in Force Manager Instant
  • Force Manager
    Opportunity is deleted in Force Manager Instant
  • Force Manager
    Order is created in Force Manager Instant
  • Force Manager
    Order is updated in Force Manager Instant
  • Lofty
    Lead is created or updated in Lofty Instant
  • Lofty
    Lead pipeline is changed in Lofty Instant
2.
  • Force Manager
    Create account in Force Manager
  • Force Manager
    Update account in Force Manager
  • Force Manager
    Search account in Force Manager
  • Force Manager
    Create contact in Force Manager
  • Force Manager
    Update contact in Force Manager
  • Force Manager
    Search contact in Force Manager
  • Force Manager
    Create activity in Force Manager
  • Force Manager
    Update activity in Force Manager
  • Force Manager
    Search activity in Force Manager
  • Force Manager
    Create event in Force Manager
  • Force Manager
    Update event in Force Manager
  • Force Manager
    Search event in Force Manager
  • Force Manager
    Create opportunity in Force Manager
  • Force Manager
    Update opportunity in Force Manager
  • Force Manager
    Search opportunity in Force Manager
  • Force Manager
    Create product in Force Manager
  • Force Manager
    Update product in Force Manager
  • Force Manager
    Search product in Force Manager
  • Force Manager
    Create order in Force Manager
  • Force Manager
    Update order in Force Manager
  • Force Manager
    Search order in Force Manager
  • Force Manager
    Create task in Force Manager
  • Force Manager
    Update task in Force Manager
  • Lofty
    Create lead in Lofty
  • Lofty
    Update lead in Lofty
  • Lofty
    Search lead in Lofty
  • Lofty
    Add note in Lofty
  • Lofty
    Get lead by Id in Lofty
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