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.

Try:

See all Lofty + Pensight integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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 →

Triggers

New contact or lead

Fires when a new contact or lead is added to Lofty.

Contact updated

Fires when a field on a contact changes in Lofty.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Lofty.

Deal won

Fires when a deal is marked won in Lofty.

Actions

Create or update contact

Creates or updates a contact in Lofty.

Create deal

Creates a new deal in Lofty.

Update record stage

Moves a deal or record to a new stage in Lofty.

Log activity

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

Pensight Explore Pensight →

Triggers

New booking made

Fires when a new booking or appointment is made in Pensight.

Booking rescheduled or canceled

Fires when a booking in Pensight is changed or canceled.

New customer

Fires when a new customer books for the first time in Pensight.

Actions

Create a booking

Creates a new booking or appointment in Pensight.

Cancel or reschedule a booking

Cancels or moves a booking in Pensight.

Create or update a customer

Creates or updates a customer record in Pensight.

Add the booking to a calendar

Adds a booking from Pensight to a connected calendar.

Create CRM contacts from new bookings When a customer makes a new booking in Pensight, automatically create or update their contact record in Lofty. See details

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

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

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Log booking cancellations directly in CRM” 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.