Lofty and Google Contacts Sync via API Nation

 

 

The Lofty and Google Contacts integration will synchronize your Contacts between Lofty, your smartphone and GMail. The integration has two Syncs available so you can create a complete two way sync between Lofty and Google Contacts.

 

• All of your Lofty Contacts are available in your smartphone phonebook and ready for quick, easy access to call or text

• Updated Contacts names will be accurately displayed through caller ID and texts

• Keep Lofty contacts info in lock step with your Gmail and Smartphone Contacts info.

 

Checkout the video above to see it in action.

 

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If you'd prefer to read through a guide, here's a step-by-step:

Head to https://my.apination.com/apps/chime/google_contacts/ to get started.

 

There you will see 2 syncs available for Lofty and Google Contacts.

 

• Lofty leads to Google Contacts people
• Google Contacts contacts into Lofty

 

You can set up 1 or both of these Syncs for the same flat rate. Click activate to begin set up.

 

After clicking Activate on one of the Syncs you’ll be asked to Connect both apps to API Nation. 

 

To connect Lofty, click the "Connect" button, Sign in to your Lofty, and follow the prompts to Allow API Nation to sync information to your account.

To connect Google Contacts, click the "Connect" button under the Google logo 

 

Choose the Google Account you would like to Sync and then click “Allow” to make the connection.

 

Once you’ve connected Google Contacts, you can now begin configuring your Sync for launch.

There are a few options to decide before activating the Sync. Starting with the “Lofty leads to Google Contacts people” sync:

 

 

• “Sync all Leads on first run”: Check the box to send over all contacts from Lofty, leave the box unchecked if you’d only like to start sending over new contacts added from today going forward.
• Group Filter: Optional filter to send over contacts to Google Contacts from a group or number of groups. Be sure to add a comma after each group, and enter the groups exactly as they are in Lofty, including capitalization.
• Agent Filter: Optional filter, choose to send contacts assigned to All Agents, or a single specified Agent.
• Tags: Optional filter to send over contacts to Google Contacts from a tag or number of tags. Be sure to add a comma after each tag, and enter the tags exactly as they are in Lofty, including capitalization.

 

Scroll down to Google Contacts options.

 

 

• Select Contact Folder: Choose the Google Contacts label you would like applied to the leads as they are synced into Google Contacts. If you choose “Default” no label will be applied. (NOTE: For the Google Contacts into Lofty Sync, the folder you select will be the only contacts Synced into Lofty)
• Do not overwrite information in Google Contacts fields. Only add information into blank fields: Check the box to only fill in blank fields, leave the box unchecked to overwrite contacts.

 

 

Click the "Subscribe button to create the Sync. 

 

Once the Sync is created 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 “Lofty” in a field called Lead Source, so mark all the leads coming through as from the source “Lofty”). The fields available are as follow:

 

Lofty

Google Contacts

First Name Last Name Email Phone Mailing Street Address Mailing Address State \Mailing Address City Mailing Address ZIP Mailing Address Country Second Email Second Phone Birthday Buy A House? Buying Time Frame Selling Time Frame First Time Buyer? House to Sell ? Privacy Lead Type Has Mortgage? Pre-qualified? Source With Buyer Agent? With Listing Agent? Tags Groups Property Street Address Property Address State Property Address City Property Address ZIP Property Address Country Second Property Street Address Second Property Address State Second Property Address City Second Property Address ZIP Second Property Address Country Is *Team Lead? *Send new lead alert email? *Send Welcome Email?

First Name Last Name Email Mobile Phone Street State City ZIP Country Middle Name Title Business Phone Home Phone Home Fax Phone Work Fax Phone Pager Phone Main Phone Google Voice Phone Other Phone Unlabeled Phone Home Email Work Email Other Email Unlabeled Email Job Title Company Notes Date of Birth

*fields only available to sync to, not from.

 

Once you’re satisfied with the options, Scroll to the top and click the big Activate Sync button.

 

You can then go back to: https://my.apination.com/apps/chime/google_contacts to set up your choice of the remaining Chime and Google Contacts Syncs. 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 Chime, the integration will see it and send it over to your Google Contacts. And as soon as you add a Contact to your Google Contacts and Label it with the specified Label, that contact will also be added into Chime.

 

Your Caller ID info will always be up to date, your contacts are completely backed up, and you’ll save time managing contacts.