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.

  1. Log in to Zapier and click Create Zap.
  2. Trigger: Search for Webhooks by Zapier.
    • Event: Select Catch Hook.
    • Click Continue twice (skip the "Child Key" screen).
  3. The URL: Copy the unique URL provided (it starts with https://hooks.zapier.com/hooks/catch/).
  4. 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, and Email 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
  • 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.
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

  1. Send a Test: Open your iPhone Contacts, pick a test record, tap Share Contact, and select "Send to Lofty."
  2. Verify in Zapier: Go back to your computer and click Test Trigger. When the data appears, click Continue.
  3. Create Lead: Search for the Lofty action and select Create Lead.
  4. Map Fields: Match the fields (e.g., first_name) to the corresponding spots in Lofty.
  5. Finalize: Set your Lead Source to "iPhone Import" and click Publish.