Integrating with Lofty CRM allows a two-way synchronization of crucial business data, enhancing the effectiveness of your AI Agent and streamlining your workflow. Your AI Agent can push call logs and receive task and goal updates from Lofty.

How to Connect:

1. Go to Settings > Integrations.
2. Find the “Lofty CRM” section.
3. Click the “Connect” button.
4. A form will appear asking for your Lofty API Key.
5. To find your Lofty API Key:
   • Log in to your Lofty account.
   • Navigate to Settings > Integrations > API Access.
   • Copy your API Key.
6. Paste the API Key into the form in PULSE AI and click “Connect Lofty”.
7. Once connected, the status will show “Connected”.

How to Disconnect:

1. In Settings > Integrations, find the “Lofty CRM” section.
2. Click the “Disconnect” button.
3. Confirm your choice. PULSE AI will no longer sync with Lofty.

What Data Syncs:

• Call Logs: AI Agent call activities and notes will automatically appear in your Lofty contact records.
• Tasks: Tasks created in Lofty can appear in your PULSE AI Daily Action Plan.
• Goals: Your production goals (like Total GCI, Buyers Closed, Listings Closed) can be automatically updated in PULSE AI based on your Lofty data.
• Two-Way Task Completion: Completing a task in PULSE AI will mark it complete in Lofty, and vice-versa.

Benefits:

• Automate the recording of AI Agent interactions in your CRM.
• Ensure your daily tasks are consolidated and reflected across both platforms.
• Gain accurate, real-time insights into your goal progress directly from your CRM.