Using Lofty Front with Your Existing CRM

Lofty Front runs independently and includes its own streamlined CRM — but you don't have to give up the CRM you already use. This article covers how Front fits alongside an existing CRM and how to move lead data between them.

Can I keep my existing CRM?

Yes. Lofty Front is a standalone website product with a built-in streamlined CRM (leads, tasks, calendar, activities). There is no requirement to replace your current CRM: every lead captured on your Lofty Front website lands in People, and from there you can work the lead in Front or send it on to the CRM your team or brokerage provides.

Bringing leads into Lofty Front

Moving from another CRM? Export your contacts as a CSV and import them via People → Import — columns are mapped to Lofty fields and duplicates are detected by email/phone. Any CRM that can export a CSV is supported. See Importing Leads & Connecting Lead Sources for the full walkthrough.

Sending leads out to your CRM

Go to Settings → Integrations to connect Lofty Front with outside platforms. Options include:

1. Direct CRM integrations — e.g., Cloze (syncs your Lofty leads into your Cloze contact list) and Ylopo (lead integration for CRM delivery). Additional partner integrations are listed on the Integrations page.
2. Zapier — connects Lofty Front to hundreds of other web services, including most major CRMs. Use it to push new leads or lead updates into any Zapier-supported CRM automatically.
3. API Keys (Open API) — for custom integrations, generate an API key under Settings → Integrations → API Keys and see the developer documentation at developer.lofty.com to build a connection to any third-party system.

Which setup is right for me?

Questions?

If you're unsure which integration fits your workflow, reach out to our Support Team via email at support@lofty.com or by phone at 1 (855) 981-7557.