RealOS
Rock Your CRM.
Stop wrestling with manual data entry. This guide shows you how to build a high-performance bridge between your iPhone and Lofty. Follow these "Nuts & Bolts" instructions to turn your phone into a lead-generation machine.
Phase 1: The Zapier "Receiver"
First, we need to create the digital "mailbox" that will catch your contact information.
- Log in to Zapier and click Create Zap.
- Trigger: Search for Webhooks by Zapier.
- Event: Select Catch Hook.
- Click Continue twice (skip the "Child Key" screen).
- The URL: Copy the unique URL provided (it starts with
https://hooks.zapier.com/hooks/catch/). - Keep this tab open. Zapier is now "listening" for your phone.
Phase 2: The iPhone "Sender"
1. Create the Shortcut
- Open the Shortcuts app on your iPhone and tap the + icon.
- Rename it to "Send to Lofty".
- Tap the (i) icon at the bottom and turn ON "Show in Share Sheet."
- At the top, tap "Receive [Anything] from [Share Sheet]", tap "Clear," and select only Contacts.
2. Gather the Data
- Tap Add Action and search for Get Details of Contacts.
- Add this action four times to pull:
First Name,Last Name,Phone Number, andEmail Address.
3. Configure the Network Request
- Add the action Get Contents of URL.
- URL: Paste your Zapier URL.
- Tap the blue arrow (settings) and set:
- Method:
POST - Request Body:
Form
- Method:
- Add Fields: Tap "Add new field" for each:
- Key:
first_name| Text: Select the First Name variable. - Key:
last_name| Text: Select the Last Name variable. - Key:
email| Text: Select the Email Address variable. - Key:
phone| Text: Select the Phone Number variable.
- Key:
REALOS PRO-TIP: Ensure your Request Body is set to Form. Using JSON often triggers a "Network Connection Lost" error on iOS.
Phase 3: The Lofty Connection
- Send a Test: Open your iPhone Contacts, pick a test record, tap Share Contact, and select "Send to Lofty."
- Verify in Zapier: Go back to your computer and click Test Trigger. When the data appears, click Continue.
- Create Lead: Search for the Lofty action and select Create Lead.
- Map Fields: Match the fields (e.g.,
first_name) to the corresponding spots in Lofty. - Finalize: Set your Lead Source to "iPhone Import" and click Publish.