Two recipes for Lofty. Each names its trigger and the BlueBot step, lists the fields to map and says how to test it with your own number before anyone else gets a text.
How Lofty connects
Zapier: BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.
Add BlueBot’s Send Text action and map the lead’s phone to To.
Write the text with the lead’s first name mapped in.
Map the fields
BlueBot field
Map it to
To
The person’s mobile number from Lofty. US numbers can leave off the +1.
Text
Hi {{first_name}}, this is Chris with Oak Street Realty. Thanks for reaching out. What are you hoping to find?
{{first_name}} in the text
Lofty’s first name field.
Metadata
source set to lofty, and record_id set to the record’s id, so the status and reply webhooks for this text can find the record again.
Service
Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone.
Test it
Put your own number in To and press Test step. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with state: "queued". Then map Lofty’s field back into To and turn the Zap on.
Add BlueBot’s Send Text action with your own number in To.
Put the lead’s name and phone number in Text.
Map the fields
BlueBot field
Map it to
To
The person’s mobile number from Lofty. US numbers can leave off the +1.
Text
New Lofty lead: {{name}}, {{phone}}.
{{name}} in the text
Lofty’s name field.
{{phone}} in the text
Lofty’s phone field.
Metadata
source set to lofty, and record_id set to the record’s id, so the status and reply webhooks for this text can find the record again.
Service
Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone.
Test it
Put your own number in To and press Test step. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with state: "queued". Then map Lofty’s field back into To and turn the Zap on.
Before you turn it on
Text only people who asked to hear from you. Anyone who replies STOP goes on your stop list, and BlueBot cancels texts to them. Stop words
A text that can’t go yet waits with a hold rather than failing: quiet hours, your Mac away, a daily limit. Holds
Lofty with BlueBot on the integrations page says what else the two do together.