STEP 1
Connect Agile CRM and Lofty
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Agile CRM and Lofty Integration
Build crm workflows between Agile CRM and Lofty on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Agile CRM and Lofty
Detailed info you need to know about Agile CRM and Lofty integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Agile CRM to Lofty
Set up your Agile CRM and Lofty integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Agile CRM and Lofty nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Agile CRM and Lofty. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Agile CRM and Lofty work in WEXTL?
WEXTL exposes actions and triggers for Agile CRM and Lofty that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Lofty triggersAgile CRM actions
Lofty modules
- Create a LeadCreates a new lead in the system.
- Create a NoteCreates a note in the user's account.
- Create a TaskCreates a new task in the specified project.
- Create a TransactionCreates a transaction in the system with specified details.
- Delete a LeadDeletes a lead from the system.
- Delete a NoteDeletes a note from the service.
- Delete a TaskDeletes a specified task from the service.
- Get a CallRetrieves a single call details.
- Get a LeadRetrieves a lead from the service.
- Get a NoteRetrieves a note from a specified source.
- Get a TaskRetrieves information about a specific task.
- Get a Transaction by Lead ID and Transaction IDRetrieves a transaction by lead ID and transaction ID.
- Get an Address of a Transaction's PropertyRetrieves the address of a transaction's property using the transaction ID.
- Get Appointments of a LeadRetrieves appointments of a lead.
- Get Tasks of a LeadRetrieves tasks of a lead.
- List CallsRetrieves a calls list.
- List LeadsRetrieves all leads from the service.
- List NotesRetrieves all notes.
- List Transactions by LeadRetrieves all lead transactions.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a LeadUpdates a lead with new information.
- Update a NoteUpdates a note in the service with new content or information.
- Update a TaskUpdates a task with new information provided by the user.
- Update a TransactionUpdates a transaction with the specified details.
- Update the Address of a Transaction's PropertyUpdates the address of a property's transaction.
- Watch EventsTriggers when a new event occurs.
Agile CRM modules
- Create CompanyCreates a new company.
- Create ContactCreates a new contact.
- Create DealCreates a new deal.
- Delete CompanyDeletes a company.
- Delete ContactDeletes a contact.
- Delete DealDeletes a deal.
- Get CompanyReturns a single company by ID.
- Get ContactReturns a single contact by ID.
- Get DealReturns a single deal by ID.
- List CompaniesRetrieves a paginated list of companies.
- List ContactsRetrieves a paginated list of contacts.
- List DealsRetrieves a paginated list of deals.
- Make an API CallPerforms an arbitrary authorized API call.
- Update CompanyPartially updates a company.
- Update ContactPartially updates a contact.
- Update DealPartially updates a deal.
Frequently asked questions
Common questions about connecting Agile CRM and Lofty.
Connect your Agile CRM and Lofty accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Lofty's "Watch Events" fires, WEXTL can "Create Company" in Agile CRM. Agile CRM has 16 actions (including Create Company, Create Contact, and Create Deal); Lofty has 25 actions (including Create a Lead, Create a Note, and Create a Task). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Agile CRM-to-Lofty automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Agile CRM (or Lofty) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Agile CRM + Lofty automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Agile CRM and Lofty integration.
- Agile CRM and Lofty integration source code, module specs and credentials implementation.
- Our Agile CRM and Lofty integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Agile CRM and Lofty — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Agile CRM integration information
- Lofty integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library