LassoCRM Lofty

Log pipeline stage updates as CRM activities

When a deal moves forward in LassoCRM, log a status update activity on the corresponding account record in Lofty.

Try:

See all LassoCRM + Lofty integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

LassoCRM Explore LassoCRM →

Triggers
New lead created

Fires when a new lead or contact is created in LassoCRM.

Deal stage changed

Fires when a deal moves to a new stage in LassoCRM.

Deal won

Fires when a deal is marked won in LassoCRM.

Contact updated

Fires when a field on a contact changes in LassoCRM.

Actions
Create or update contact

Creates or updates a contact in LassoCRM.

Create deal

Creates a new deal in LassoCRM.

Update deal stage

Moves a deal to a new stage in LassoCRM.

Log activity

Logs a call, email, or note against a record in LassoCRM.

Lofty Explore Lofty →

Triggers
New lead created

Fires when a new lead or contact is created in Lofty.

Deal stage changed

Fires when a deal moves to a new stage in Lofty.

Deal won

Fires when a deal is marked won in Lofty.

Contact updated

Fires when a field on a contact changes in Lofty.

Actions
Create or update contact

Creates or updates a contact in Lofty.

Create deal

Creates a new deal in Lofty.

Update deal stage

Moves a deal to a new stage in Lofty.

Log activity

Logs a call, email, or note against a record in Lofty.

Sync newly created leads across CRM platforms When a new lead is captured in LassoCRM, automatically create or update the matching contact in Lofty to keep records synchronized. See details
Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Lofty, update the corresponding opportunity stage in LassoCRM for unified revenue reporting. See details

See all LassoCRM + Lofty integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log pipeline stage updates as CRM activities” between LassoCRM and Lofty?

Yes — describe it in the box above and Knit's Integrations Agent researches LassoCRM and Lofty's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why would a team need to connect two CRM systems?

Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.

Does this cause duplicate contact records?

No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.

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