ActiveCampaign + Lofty CRM Integration

# Transcript: 2026-04-28

> 2 time blocks from 7:55 AM to 8:28 AM

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### CRM migration discussion Lofty ActiveCampaign
**8:02 AM - 8:28 AM PDT** | *meeting*

**Microphone:**
Thank you. What's up?

The login and all that—do you need something from Lofty? I just don't know if I have the ability to start. I was talking to him because I wanted his login, because I wanted the same thing that I'm doing in Active Campaign for capability. I'll send you an environment.

But I mean, they do have this form thing—questionnaires, questions. I don't know. It's just all for this open house thing. Maybe we can create one, like an open house form, but fuck me.

What do you want to create, like a custom website for it or something?

It just quit? Are you kidding? Hello? Stupid ass AI dude. I'm still checking. Wait, but it says "selecting forms" or "open house form." Okay, cool.

Yeah, I don't think there's anything in Lofty unless it's... What the fuck, dude? I did one of those. Yeah, that's what I've been saying. If you need to create something and we don't have the proper tools, let's maybe dream something up. But I don't know. It's like, why dream something up? We have Active Campaign.

Oh yeah, no, totally. I think we should use Active Campaign if we can convince Sabo. But Active Campaign is like another CRM system, an email marketing automation tool. You go pew pew pew—it's just emails.

I mean, honestly, I think there might be a slight misunderstanding about how to fully leverage Lofty. We could just be upserting data into Lofty that he can then use, almost as if he solely uses Lofty. You know, with Active Campaign, we could insert all that data into the leads records so that we're tracking the emails, updating them or their lead records as they click on them and things like that.

He's telling me to create an open house form and create an investor form, but I just click on it.

Cam, how you been, bro? I feel like I haven't talked to you in a while.

Yeah, it's been a lot right now. I'm just a little stressed, a lot of work, you know? I had a nice time in New York, so that was great. But I feel you on that check marketplace. God damn it. What about Market Bliss? I mean, it's probably not gonna be there.

I'm sorry, guys. I just got a really dumb text.

What was the text?

No, it's this friend of mine works on film productions. They were out in the wild and he just had to take a fucking dump out. It's so stupid, bro. He didn't explain anything—he just sent a picture.

Let's just take a deep breath. Is there any way that we can create this form from somewhere else?

Yeah, I mean, I don't know. I do believe there are ways to create this form. I can create the form with Active Campaign and get all his email, all of the leads in there. I'm just thinking of a way that we could do that, like pass on that data from that platform into Lofty.

Yeah, if—well, I might need access to the Active Campaign to do this, or it depends on exactly how the form works. I'm not exactly sure how Active Campaign does it, but it would not be very difficult for us to say, okay, we've got this form data. It's submitted, it goes and Active Campaign emits a webhook and it hits our servers, and then our servers go and add X data to this record. But that's like the best I can do unless we think of something else.

Yeah, I mean, that's the sort of thing I'm thinking—like a webhook or anything that we can use to say form submitted, do data update, do this or do that. That's it. And Lofty has a... Yeah, well, that's something I'm not entirely sure about because I feel like it would be Active Campaign into Zapier, Lofty, but yeah, no, that's how this is.

Man, it's kind of the same as you. I've been so fucking stressed lately. I swear, I'm usually kind of an anxious person, but recently it's been off the roof. You know, just trying to cope and get shit done kind of eases it a little bit. I've been super stressed.

I've been pretty good. I'm sure you haven't.

Do you see anything that might work?

Yeah, I do. It just depends on what these entry points are relative to the form. I mean, I do see a bunch of ways we can do it. Because I know that in Active Campaign, when you create the form, you can embed it. I don't know if that can help you. If we did something like an updated custom object record or an updated contact event, we could then emit a webhook to Lofty to update the lead or create the lead when Active Campaign updates the contact record with the form. Whatever that might be, we can do that. It would probably be create the lead. Yeah, create the lead. My worry is that it gets processed right. Yeah, I know. Active Campaign within itself has automation. In theory, we could try and match the categorization process, or we could—like, this is going to be kind of a mess.

Yeah, I know. Because in theory, I should just fucking continue using Active Campaign and then just pass you the leads.

Yeah. I think that's better. If we're just creating leads, let's do it that way, dude. I'm telling you, that's the way.

It's like, I feel like it'd be easier to have the CSV based on this person's answers. Like, we can feel the sense of urgency and categorize them ourselves or have an AI categorize them. Like, we shouldn't have to do all of this overhaul just to be able to put everything through Lofty.

I agree.

Um, Stella also said like, "Oh, we could create an open house form and put a general area, and then in the questionnaire be like, 'Which area are you looking for?'" Which, like, we could do that, but I just feel like it's super confusing, you know? Like, someone who's like, "Oh yeah, I'm down to invest," and then they see a specific address, they're gonna be like trying to [invest] in this address?

Yeah, no. No, no. All right, give me a second. I'll be right back. I have to hop on a meeting now—the meeting that I thought I was taking at 8.

**System Audio:**
Um, I just wanted to check because obviously he wants to stop using ActiveCampaign. I've been doing all of his animations, creating from ActiveCampaign to get his data. Check automation or wait, content. Let's see, check website. Marketing, yeah, questionnaires. Yeah, maybe we can create one like an open house form, but fuck me. Can you talk to the co-pilot and ask him if there are other forms? It's a little bit we don't need an open house for. Wait, it says selecting COVID forms.

Um, this is broken. Edit one of those. I can't create a link. It's like why dream something up? We have ActiveCampaign. It's like another CRM system. Marketing—yeah, he's telling me to create an open house form and create like an investor form. I just click on the link. Open house one for a second.

Cam, how you been, bro? I feel like I haven't talked to you in a while. But I feel you on that. No, integration center, my God. Look up ActiveCampaign. Fuck me. What about marketplace? It's probably not going to be there. I'm sorry, guys, I just got a really dumb text.

Nah, it's this friend of mine that works on film productions and they were out in the wild. He just had to take a fucking bump out. It's so stupid, bro. He didn't explain anything, just sent a picture. No.

Cam, is there any way that—I'm just trying to think of a way that we can create this form from somewhere else. I can create the form with ActiveCampaign and get all his email and information, all the leads in there. I'm thinking of a way we could pass that data from that platform into Lofty automatically. Can we check that out with Zapier? See if we can do it every time. And I'm—he has. Can you—? Because I feel like it would start like, it would be ActiveCampaign into Zapier, into Lofty.

Give me a second because I have a client, a potential client that's calling me.

Money, baby. Kind of same as you. I've been so fucking stressed lately. I swear, I'm usually kind of like an anxious person, but recently it has been off the roof. You know, just trying to cope and get shit done. Doing that kind of eases it a little bit. I'm super stressed. Um, Caro and I have a pretty nice visual identity. Do you see anything that might work?

Okay, right. Because I know that with ActiveCampaign, when you create the form, you can embed it. I don't know if that can help you at all, but let me see something.

Mm-hmm. It would probably be creative, yeah.

My worry is that ActiveCampaign isn't going to be able to categorize the leads in the way that he would want them categorized. Yeah, I know ActiveCampaign within itself has like, you can automate quite a bit. In theory, we could try and match the categorization process, or we could—this is going to be kind of a mess. Okay, in theory, I should just continue using ActiveCampaign and then just pass the leads.

Yeah, because I feel like it'd be easier to have the CSV and then based on the person's answers, um, we can gauge the sense of urgency and categorize them ourselves or have an AI categorize them. We don't—like, we shouldn't have to do all of this overhaul just to fucking get this, be able to fucking put everything through Lofty.

Sela also said, oh, we could create an open house form and put like a general area, and then in the questionnaire be like, which area are you looking for? We could do that, but I just feel like it's super confusing. You know, like someone who's like, oh yeah, I'm down to invest. And then they see a specific address. They're going to be like, are you trying to get me to invest in this address? Like, that—no.

Okay, alright, give me a second, I'll—okay, let's just take your meeting and I'll call Seba and then we'll figure it out. Okay. Peace. Peace.

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<summary>Background Noise (1 blocks)</summary>

### Listening to AI podcast commentary
**7:55 AM - 7:57 AM PDT** | *background-noise*

**Microphone:**
I will replay it. I hate to believe that the South is better. So anyways, it's just something to think about.

**System Audio:**
The people who will fare well in this era are the ones who use AI for ideas and perspective and not drive through consulting.

We thought AI was gonna make everyone a genius. What it's actually doing is taking the smartest people in the room and moving them toward the middle. It makes average sound like genius. That's a base, that is. We'll replay it. We thought AI was gonna make everyone a genius. What it's actually doing is taking the smartest people in the room and moving them toward the middle. That's a good observation. I don't know how true it is though, cause the problem is that LLMs aren't force multipliers.

I missed the part where that's my problem.

Well, the reason why it's your problem is that there are literally millions of people making decisions every single day. And of those millions of people, some of their decisions will affect your life all the time. Like I hate to break this to you, but there are plenty of people that are influencing your boss, and your boss is someone that can influence you and your kind of outcome. Now, some of you might be able to have the ability to work for yourself, but then you have clients. If the clients are getting influenced by this, like that's a reality.

Yeah, we live in a society. I hate to break this to you, but things kind of collide. And so the reason why this is your problem is that people, yo, what you can do—I'm like, yo, yo—I hate to break this to you, but that's not, this is, trust me, this is not the way to go to do well here, okay?

Slow down. Who are you talking to? I mean, I've noticed this—I've talked to a few normies and they start hitting me with that ChatGPT nonsense. And I'm like, yo, bro, are you getting your opinions from ChatGPT? And they're like, yeah, a little bit. But that's good.

There are studies which show that if you ask a lot of people of different backgrounds and educations, most of the time you'll get an answer close to the truth on average. I don't think that that is true all the time though. Like I know that that is something people say, but have 4 million French people been wrong? Yeah, right? Like there's definitely a time and place here.

I'll give the most obvious and easy answer. If you went to the south of the United States of America in 1850 and you asked 1 million people whether they should or should not have slavery, I would like to believe that the South is better. So anyways, it's just something to think about. Just because—what do you think the average answer is?—just because you can get a bunch of people to agree to something doesn't necessarily mean it's the right thing.

Dude, try that now.

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The morning centered on a CRM integration discussion about bridging ActiveCampaign and Lofty for real estate lead management. The team debated whether to build forms natively in Lofty or continue using ActiveCampaign's form and automation capabilities, ultimately deciding that ActiveCampaign should remain the form/email engine with leads passed to Lofty via webhook or CSV rather than attempting a full migration. A key concern was lead categorization — ActiveCampaign's automation may not match the categorization scheme the stakeholder (Sabo/Seba) expects, so the team discussed using AI or manual review on exported CSVs to triage urgency. The day opened with an AI podcast clip observing that LLMs tend to flatten expertise toward the median rather than amplifying top performers.