Create CRM contacts from new bookings
When a customer makes a new booking in Pensight, automatically create or update their contact record in Lofty.
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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.
Lofty Explore Lofty →
TriggersFires when a new contact or lead is added to Lofty.
Fires when a field on a contact changes in Lofty.
Fires when a deal, case or record moves to a new stage in Lofty.
Fires when a deal is marked won in Lofty.
Creates or updates a contact in Lofty.
Creates a new deal in Lofty.
Moves a deal or record to a new stage in Lofty.
Logs a call, email, or note against a record in Lofty.
Pensight Explore Pensight →
TriggersFires when a new booking or appointment is made in Pensight.
Fires when a booking in Pensight is changed or canceled.
Fires when a new customer books for the first time in Pensight.
Creates a new booking or appointment in Pensight.
Cancels or moves a booking in Pensight.
Creates or updates a customer record in Pensight.
Adds a booking from Pensight to a connected calendar.
More Lofty + Pensight workflows
Schedule sales calls for newly qualified leads
When a deal stage changes in Lofty, automatically create a booking in Pensight to block off time for a demonstration.
See details
Log booking cancellations directly in CRM
When a booking is rescheduled or canceled in Pensight, automatically update the deal stage or log an activity in Lofty.
See details
See all Lofty + Pensight integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create CRM contacts from new bookings” between Lofty and Pensight?
Yes — describe it in the box above and Knit's Integrations Agent researches Lofty and Pensight'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.
How do Lofty and Pensight keep contact information synchronized?
When a new appointment is booked in Pensight, customer details automatically sync to create or update lead records inside Lofty.
Can booking changes automatically update my pipeline in Lofty?
Yes, when meetings are booked or updated in Pensight, relevant deal stages or activity logs in Lofty update instantly.