Lofty + Moxie Integration

Connect Lofty to Moxie in 1 click

Integrate Lofty + Moxie For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Lofty + Moxie Workflows

Create Lofty lead for new Moxie 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 Moxie - Lofty integration, anytime a new Moxie 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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Create Custom Workflow

Lead is created or updated in Lofty Instant
Lead pipeline is changed in Lofty Instant
Project is completed in Moxie Instant
Payment is recieved in Moxie Instant
Form is completed in Moxie Instant
Agreement is sent in Moxie Instant
Agreement is viewed in Moxie Instant
Agreement is signed in Moxie Instant
Meeting is scheduled in Moxie Instant
Meeting is updated in Moxie Instant
Meeting is cancelled in Moxie Instant
Opportunity is created in Moxie Instant
Opportunity is updated in Moxie Instant
Opportunity is deleted in Moxie Instant
Project is created in Moxie Instant
Project is updated in Moxie Instant
Invoice is sent in Moxie Instant
Task is created in Moxie Instant
Task is updated in Moxie Instant
Task needs approval in Moxie Instant
Task is deleted in Moxie Instant
Time entry is created in Moxie Instant
Time entry is updated in Moxie Instant
Time entry is deleted in Moxie Instant
Ticket is created in Moxie Instant
Ticket is updated in Moxie Instant
Ticket is closed in Moxie Instant
Ticket is deleted in Moxie Instant
Comment is added on ticket in Moxie Instant
Client is deleted in Moxie Instant
Client is created in Moxie Instant
Client is updated in Moxie Instant

Create lead in Lofty
Update lead in Lofty
Search lead in Lofty
Add note in Lofty
Get lead by Id in Lofty
Create client in Moxie
Search client in Moxie
Create contact in Moxie
Search contact in Moxie
Create project in Moxie
Create task in Moxie
Approve task/deliverable in Moxie
Create ticket in Moxie
Create comment on ticket in Moxie
Create opportunity in Moxie
Create time entry in Moxie
Create invoice in Moxie
Apply payment to invoice in Moxie
Create or update calendar event in Moxie
Delete calendar event in Moxie
Create expense in Moxie
Create form submission in Moxie

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Integrate Lofty & Moxie In 1 Click
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