Importing Leads & Connecting Lead Sources

Get every lead you have — and every lead you generate — into one database. Website leads flow in automatically; here’s how to bring in the rest.

Import your existing leads

Moving from a spreadsheet or another CRM:

1. Export your contacts from your current system as a CSV file.
2. In Lofty Front, go to People → Import.
3. Upload your CSV and map your columns (name, email, phone, notes, tags) to Lofty fields.
4. Review and confirm. Duplicates are detected by email/phone so you don’t end up with double entries.

Tip: clean up obvious junk (old test contacts, dead emails) before importing — a tidy database makes follow-up easier.

Connect Zillow

Connect your Zillow account so leads you receive there flow straight into People with their inquiry details — no copy-paste. Go to Settings → Lead Sources → Zillow and follow the connection steps.

Connect Realtor.com

Same idea: connect your Realtor.com account under Settings → Lead Sources so inquiries arrive in your database automatically.

Other lead sources

Additional sources (lead-generation services, portals) can deliver leads into your account via the Lead Sources settings — most services just need your Lofty lead routing email or a direct integration.

Website leads — nothing to set up

Every registration, valuation request, and form submission on your Lofty Front website is captured automatically, with the lead’s activity history attached.