Listings-To-Leads and Lofty Sync via API Nation
The Listings-To-Leads and Lofty integration will synchronize your Contacts from Listings-To-Leads to your account in Lofty.
- All of your Listings-To-Leads Contacts are automatically added to Lofty. No more importing / exporting to update your list.
- Sync is always on, so Leads are added to Lofty as soon as they arrive in Listings-To-Leads
- Keep Lofty contacts info in lock step with your Listings-To-Leads Contacts info.
Checkout the video above to see it in action.
If you'd prefer to read through a guide, here's a step-by-step:
Head to https://my.apination.com/apps/listings_to_leads/chime/ to get started.
There you will see a sync available for Listings-To-Leads and Lofty
You can set up this Sync as many times as you want with different configurations, it is always the same flat rate. Click activate to begin set up.
After clicking Activate on the Sync
Step one is to connect your Listings-To-Leads account. Click the “Connect” Button under the Listings-to-Leads logo
Sign into your Listings-to-Leads account with your username and password
Great, you’ve now connected Listings-To-Leads.
Step two is to connect Lofty. Click the “Connect” button under the Lofty logo
To connect Lofty, sign into Lofty and click the Authorize button.
Both apps are now connected. You can now begin configuring your Sync for launch. There are a few options to decide before activating the Sync.
- “Sync all contactrs on first run”: Check the box to send over all contacts from Listings-To-Leads, leave the box unchecked if you’d only like to start sending over new contacts added from today going forward.
- Do not overwrite….: Check this box and the Sync will only fill in blank fields in Lofty. Leave the box unchecked and if there is already a record in Lofty for a lead, the Sync will overwrite that record.
- Make new lead Private: Check this box to mark new leads as private
- Send new lead Alert Email?: Check this box to have alert emails sent for every new lead
- Send new leads Welcome Email?: Check this box to have emails sent to every new lead
- Assign Agent: Choose which agent the lead should be assigned to in Lofty
Click "Subscribe" to create the Sync. This created the Sync with those configuration options.
Scroll down and confirm the filters and mapping.
(Optional) Filters:
- Choose a field from the dropdown and then a criteria for including or excluding contacts.
- Click "Advance Mode" to add additional "And" / "Or" rules to your filter
- Be sure to save your filter
Mapping:
Most of the fields are pre-mapped by the system. If there are any additional fields you would like to connect, click the “Plus” icon on the right of the empty field, and select the field from the drop down.
You can add multiple fields into a single field (e.g. First Name Last Name into the Full Name field).
You can also add plain text to a field (e.g. add the Text “L2L” in a field called Lead Source, so mark all the leads coming through as from the source “L2L”)
Once you’re satisfied with the options, Scroll to the top and click the big Activate Sync button.
The Sync will now be activated. From here you can…
- Rename the Sync (helpful if you created multiple Syncs with slightly different rules.
- Pause the Sync
- Clone the Sync to create a Sync with the exact same connection and configuration, you can then make the slight configuration changes to fit your needs
- Click the Listings-To-Leads logo or Lofty logo to be taken to their full menu of Syncs available.
Once you’ve connected them, they will all be available for management in the “My Syncs” area of API Nation.
That’s it!
As soon as a contact is updated or added in Listings-To-Leads, the integration will see it and send it over to your Lofty.
You can now use these two awesome tools as one, you’ll never have to import or export and you’ll save time managing contacts.
