AFI
Lofty
Lofty is a real estate CRM platform. Advanced Form Integration sends form submissions to Lofty, so every form entry on your WordPress site can create or update records automatically without manual data entry.
What you’ll need
- An active Lofty account.
- A Lofty OAuth2 app (see below).
- The Advanced Form Integration plugin installed and activated.
Create a Lofty OAuth2 app
Lofty uses OAuth2 for API access. You need to register an app to get a Client ID and Client Secret.
- Sign in to the Lofty developer portal and create a new OAuth2 application.
- Copy the Redirect URI shown in the AFI Lofty settings tab and paste it into the app’s allowed redirect URIs.
- Note the Client ID and Client Secret.
- Paste them in AFI → Settings → Lofty and click Save & Authorize. After consent, AFI stores the token and refreshes it automatically.
Create the integration
- Go to AFI → Add New.
- Give the integration a name, for example
Form to Lofty. - Under Trigger, pick the form plugin and the specific form you want to listen on.
- Under Action → Platform, select Lofty.
- In Task, choose Create Lead.
- Pick the saved account in the Lofty Account dropdown.
- Map your form fields onto the Lofty fields listed below.
- Optional: open Conditional Logic to limit which submissions are sent.
- Click Save Integration.
Tasks supported
Create Lead
Creates a new lead from the form submission. The lead appears in your pipeline immediately.
| Field | Field key | Required | Notes |
|---|---|---|---|
| First Name | apiKey |
Yes | Required by Lofty. |
| Last Name | lastName |
Yes | other |
| Price Min (search | priceMin |
No | Property of interest. |
| Baths | baths |
No | Property of interest. |
| Address | address |
No | Property of interest. |
| City | city |
No | Property of interest. |
| State | state |
No | Property of interest. |
| Zip | zip |
No | Property of interest. |
| Note | note |
No | Numeric Lofty user ID (not email |
Pro features
The Pro integration extends the free base with additional field mapping, custom field support, and other enhancements. Pro uses the same connection and tasks as the free version, so your existing integrations keep working.
| Feature | Free | Pro |
|---|---|---|
| Standard tasks | ✅ | ✅ |
| Standard field mapping | ✅ | ✅ |
| Custom field mapping | Limited | ✅ |
| Additional task variants | Limited | ✅ |
Conditional logic example
Only send data to Lofty when the form’s email field is not empty, so test submissions or incomplete entries do not create records. Add a condition: Email is not empty.
Troubleshooting
Nothing arrives in Lofty
Open AFI → Log and find the most recent entry for this integration. AFI stores the request it sent and the raw response it got back. If there is no log entry at all, the trigger never fired: re-check the form selection and submit a real test entry from the front end.
Connection lost
The OAuth2 token may have expired or been revoked. Return to AFI → Settings → Lofty and click Re-authorize to refresh the connection.