CRM for agents and loan officers
Follow Up Boss to Lofty: keep both in sync through your own data
Both CRMs land side by side in your Google Sheet or database; field mapping writes chosen values into each.
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Follow Up Boss
Maria Gonzalez
Follow Up Boss lead 4821
- Stage
- Showing
- Tags
- Pre-approved
| id | crm | phone |
|---|---|---|
| 4821 | follow-up-boss | 3055550142 |
| lofty:9107 | lofty | 3055550142 |
Lofty
Maria Gonzalez
Lofty lead 9107
- Stage
- Showing
- Tags
- Pre-approved
Searching for Follow Up Boss to Lofty usually means one of two things: running both CRMs during a move, or keeping a team on Lofty in step with another on Follow Up Boss. Here is what SyncYak does, plainly. It is not a one-click migration that copies every contact, note and history from one CRM into the other.
What it does: connect both, and their leads sync side by side into your Google Sheet, with no database needed, or into your own Postgres or MySQL, in a shared tab or table where each row carries its CRM. Then field mapping writes the values you choose, such as tags, scores or stages, from a table or a Google Sheet into each CRM’s fields. Your database or sheet is the bridge you control.
How it works
Keep Follow Up Boss and Lofty in sync in three steps
Connect both CRMs
Share a Google Sheet (or add a database), then connect Follow Up Boss and Lofty with their API keys, into one shared tab or one each.
Decide what crosses over
In a sheet tab or in SQL, build the values each side should receive, matched on that CRM’s lead id.
Map and push
Map columns to fields for each connection. Changed rows are written into Follow Up Boss and into Lofty.
Sync Follow Up Boss and Lofty, honestly scoped
Field mapping writes field values onto leads that exist in each CRM. It does not create contacts in the other CRM or move notes and history. For a full migration, use the vendors’ import tools; use SyncYak to keep the two consistent afterwards and to keep a copy you own.
- Both CRMs in one tab or table, each row tagged with its CRM
- Match people across CRMs on email or phone
- Write tags, scores and stages into either side
A Lofty and Follow Up Boss integration through your data
Because the bridge is your own table or sheet, you decide the rules: which CRM wins for a field, what counts as the same person, which values are copied. Nothing changes in either CRM unless a row you wrote says so.
Use cases
When teams run both
A gradual move
Agents switch over time while tags and stages stay consistent.
Merged teams
Two teams on different CRMs, one shared set of scores.
One report
Leads from both CRMs in one view, by source and stage.
Compare
What this is, and what it is not
Choose the right tool for the job.
| What matters | One-click migration tools | SyncYak CRM |
|---|---|---|
| Copies contacts into the other CRM | Usually | No |
| Keeps both CRMs running in step | Usually not | Yes, for the fields you map |
| A copy of both in your own sheet or database | No | Yes |
| You control the matching rules | Limited | Yes, in a sheet or in SQL |
A general comparison of approaches, not of any named product.
What you get with CRM sync
CRM sync copies every lead from Follow Up Boss, Lofty, BoldTrail, CINC, HighLevel, Cloze, Brivity and KW Command into a Google Sheet, on every plan with no database needed, or into a Postgres or MySQL database you own. In a sheet each object gets a tab and each lead a row, upserted by its CRM id, with deletions marked in _deleted and your own columns left alone; in a database you get a to_syncyak_<name>_people table and a _flat view with one typed column per field. Notes, tasks, deals and other entities can sync too where the CRM offers them.
Field mapping writes values back: map columns of a Google Sheet tab, or of a from_syncyak_ table, to CRM fields, and SyncYak writes changed rows into the leads. Write-back works with Follow Up Boss, Lofty, HighLevel and Cloze; BoldTrail, CINC, Brivity and KW Command sync one way. Free syncs 100 leads every 60 minutes from 1 CRM; Hobby, $29 a month, syncs 1,000 every 30 minutes from 2 CRMs and adds field mapping and real-time CRM webhooks.
- Every lead syncs on every plan; the plan sets the batch size and how often
- Signed outbound webhooks: lead.created, lead.updated, lead.deleted and sync.completed
- Invite links let whoever administers a CRM connect it without a SyncYak login
- A request log of every pull, webhook and push, kept for your plan’s window
Frequently asked questions
Something else? Write to [email protected] and a person answers.
Will SyncYak create my Follow Up Boss contacts in Lofty?
No. It writes field values onto leads that already exist in each CRM. Use the CRM’s import to create contacts.
How do I match the same person in both?
On email or phone: with a lookup formula in the sheet, or in SQL, where the _flat view has phones_0_normalized for exactly this.
Which plan do I need?
Two CRM connections and field mapping: CRM Hobby covers both.
Is there a free plan for CRM?
Yes. CRM has a free tier with no card and no end date: 1 crm, 100 leads every hour, postgres or mysql destination. Paid tiers start at $29 a month, and you can move up or down at any time.
Can I use the other SyncYak products on the same account?
Yes. Email parsing, the mailbox API, CRM sync, error tracking and tunnels share one login, one team, one API key system and one bill. Each product has its own tier, so you only pay more for the one that grows.
Related
Related solutions
Start with CRM free
1 CRM, 100 leads every hour, Postgres or MySQL destination, free every month. Set up in minutes, and add the other SyncYak products on the same account when you need them.
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Follow Up Boss, Lofty are trademarks of their respective owners. SyncYak is not affiliated with or endorsed by them.