Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in Wise Agent, update the corresponding opportunity stage in Lofty for unified revenue reporting.
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 →
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.
Wise Agent Explore Wise Agent →
TriggersFires when a new contact or lead is added to Wise Agent.
Fires when a field on a contact changes in Wise Agent.
Fires when a deal, case or record moves to a new stage in Wise Agent.
Fires when a deal is marked won in Wise Agent.
Creates or updates a contact in Wise Agent.
Creates a new deal in Wise Agent.
Moves a deal or record to a new stage in Wise Agent.
Logs a call, email, or note against a record in Wise Agent.
More Lofty + Wise Agent workflows
Sync newly created leads across CRM platforms
When a new lead is captured in Lofty, automatically create or update the matching contact in Wise Agent to keep records synchronized.
See details
Log pipeline stage updates as CRM activities
When a deal moves forward in Lofty, log a status update activity on the corresponding account record in Wise Agent.
See details
See all Lofty + Wise Agent integrations → · Browse the full workflow library →
Common questions
Can Knit build “Mirror deal outcomes in secondary pipeline accounts” between Lofty and Wise Agent?
Yes — describe it in the box above and Knit's Integrations Agent researches Lofty and Wise Agent'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.