Act-On + Lofty Integration

Integrate Act-On to Lofty in one click, or tell Integrately AI how you want each lead handled. Capture contact details, create leads instantly in your real estate platform, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Act-On
    Contact is added to soft bounce list in Act-On Instant
  • Act-On
    CRM is connected in Act-On Instant
  • Act-On
    CRM is disconnected in Act-On Instant
  • Act-On
    Subscription category is added in Act-On Instant
  • Act-On
    Subscription category is deleted in Act-On Instant
  • Act-On
    Subscription category is updated in Act-On Instant
  • Act-On
    Subscription category opt in in Act-On Instant
  • Act-On
    Subscription category opt out in Act-On Instant
  • Act-On
    Contact is added in Act-On Instant
  • Act-On
    Contact is updated in Act-On Instant
  • Act-On
    Contact opt global in in Act-On Instant
  • Act-On
    Contact opt global out in Act-On Instant
  • Act-On
    Contact marked email as spam in Act-On Instant
  • Act-On
    Form is submitted in Act-On Instant
  • Act-On
    Automated program is started in Act-On Instant
  • Act-On
    Automated program is stopped in Act-On Instant
  • Act-On
    Contact is added to hard bounce list in Act-On Instant
  • Lofty
    Transaction is created or updated in Lofty Instant
  • Lofty
    Lead is created or updated in Lofty Instant
  • Lofty
    Lead pipeline is changed in Lofty Instant
Arrow Right
2.
  • Act-On
    Create or update contact in marketing list by email in Act-On
  • Act-On
    Search contact in marketing list by email in Act-On
  • Act-On
    Search contact in all contacts by email in Act-On
  • Act-On
    Add contact to direct select segment in all contacts in Act-On
  • Act-On
    Import contacts in Act-On
  • Act-On
    Create or update contact in all contacts by external id in Act-On
  • Act-On
    Add contact to marketing list in Act-On
  • Act-On
    Create or update contact in all contacts by email in Act-On
  • Lofty
    Get transaction by lead id and transaction id in Lofty
  • Lofty
    Create transaction in Lofty
  • Lofty
    Update transaction in Lofty
  • Lofty
    Create lead in Lofty
  • Lofty
    Update lead in Lofty
  • Lofty
    Search lead in Lofty
  • Lofty
    Add note in Lofty
  • Lofty
    Get lead by Id in Lofty

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Ready Workflows Ready Workflows for Act-On + Lofty Integration

Capture marketing leads, create real estate records, update contact lists, alert agents, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Act-On + Lofty Integration

Create Lofty lead for new Act-On contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Lofty lead and Act-On contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Act-On + Lofty Integration

Create Lofty lead for new Act-On form submission

When someone completes your Act-On, a new lead is automatically created in your Lofty. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Act-On is automatically populated in the new lead, so you don't have to waste time manually entering data. Thus, having a Act-On - Lofty integration set up makes it easy to manage your customer relationships and grow your business.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act-On + Lofty flow

Connect marketing and real estate workflows with advertising, calendar, CRM, signing, messaging, and spreadsheet tools. Pick a combination and activate it in one click.

Act-On
Lofty
+
Facebook Lead AdsFacebook Lead Ads (6)
+
Google CalendarGoogle Calendar (6)
+
SalesforceSalesforce (6)
+
DocuSignDocuSign (6)
+
TwilioTwilio (6)
+
Google SheetsGoogle Sheets (6)
F
A
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Add Facebook leads to your Act-On marketing list, create the lead in Lofty, and notify your team on Facebook Lead Ads
New Facebook Lead Ads leads update your Act-On list, create a new lead in Lofty, and notify your advertising team instantly.
A
L
F
When a Form is submitted in Act-On, create a lead in Lofty, and log the submission in Facebook Lead Ads
Form submissions in Act-On immediately generate a Lofty lead and update your advertising records without manual effort.
F
A
L
If a Facebook Lead Ads lead is created, create or update contact in Act-On, and update the lead in Lofty
Incoming ad leads update your Act-On contacts and refresh existing Lofty records automatically.
L
A
F
When a Lead is created or updated in Lofty, update Act-On contacts and log the update in Facebook Lead Ads
Real estate lead updates in Lofty refresh your Act-On contact lists and ad campaign data instantly.
F
A
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Use Claude to qualify Facebook Lead Ads leads, create Act-On contacts, and add qualified leads in Lofty
Claude evaluates new Facebook Lead Ads leads before creating records in Act-On and Lofty.
A
L
F
When a Form is submitted in Act-On, create a lead in Lofty, and schedule a follow-up task in Facebook Lead Ads
Act-On form submissions create Lofty leads and trigger ad platform follow-up tasks automatically.

Supported triggers and actions for Act-On and Lofty

Mix and match to build the exact automation you need

Act-On
Act-On Triggers & Actions
Instant
Contact is added to soft bounce list in Act-On
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Instant
CRM is connected in Act-On
Try it →
Instant
CRM is disconnected in Act-On
Try it →
Instant
Subscription category is added in Act-On
Try it →
Instant
Subscription category is deleted in Act-On
Try it →
Instant
Subscription category is updated in Act-On
Try it →
Instant
Subscription category opt in in Act-On
Try it →
Instant
Subscription category opt out in Act-On
Try it →
Instant
Contact is added in Act-On
Try it →
Instant
Contact is updated in Act-On
Try it →
Instant
Contact opt global in in Act-On
Try it →
Instant
Contact opt global out in Act-On
Try it →
Instant
Contact marked email as spam in Act-On
Try it →
Instant
Form is submitted in Act-On
Triggers the automation when a form is submitted
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Instant
Automated program is started in Act-On
Triggers the automation when an automated program is started
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Instant
Automated program is stopped in Act-On
Try it →
Instant
Contact is added to hard bounce list in Act-On
Try it →
Create or update contact in marketing list by email in Act-On
Creates or updates a contact in a marketing list using email address
Try it →
Search contact in marketing list by email in Act-On
Searches for a contact in a marketing list by email
Try it →
Search contact in all contacts by email in Act-On
Searches for a contact in all contacts by email
Try it →
Add contact to direct select segment in all contacts in Act-On
Adds a contact to a direct select segment in all contacts
Try it →
Import contacts in Act-On
Imports contacts to the system
Try it →
Create or update contact in all contacts by external id in Act-On
Creates or updates a contact using external id
Try it →
Add contact to marketing list in Act-On
Adds a contact to a marketing list
Try it →
Create or update contact in all contacts by email in Act-On
Creates or updates a contact using email address
Try it →
Lofty
Lofty Triggers & Actions
Instant
Transaction is created or updated in Lofty
Triggers the automation when a transaction is created or updated
Try it →
Instant
Lead is created or updated in Lofty
Triggers the automation when a lead is created or updated
Try it →
Instant
Lead pipeline is changed in Lofty
Triggers the automation when the pipeline associated with the lead is changed
Try it →
Get transaction by lead id and transaction id in Lofty
Try it →
Create transaction in Lofty
Try it →
Update transaction in Lofty
Try it →
Create lead in Lofty
Triggers the automation when a new lead is created
Try it →
Update lead in Lofty
Updates the lead information
Try it →
Search lead in Lofty
Retrieves information for a particular lead
Try it →
Add note in Lofty
Adds a note
Try it →
Get lead by Id in Lofty
Retrieves a lead's information based on their id
Try it →

What can you automate with Act-On + Lofty?

Streamline your real estate marketing and sales operations by connecting Act-On form events directly to Lofty lead and transaction records.

What you can automate?
🎯
Instantly create Lofty leads from Act-On form submissions
Every time a prospective client submits a form in Act-On, a new lead is created in Lofty automatically. Eliminate manual data entry and ensure zero delay between marketing capture and sales follow-up.
📋
Capture every submitted custom field and answer
Map all available Act-On form questions into your Lofty lead records instead of just a basic name and email. Your real estate platform receives comprehensive client preferences for better agent outreach.
🔔
Alert your sales agents the moment a lead arrives
Trigger instant team notifications in messaging apps or via SMS whenever a high-value prospect submits a campaign form. Ensure your agents connect with buyers while intent is at its peak.
🔀
Route leads conditionally based on submitted property criteria
Evaluate submitted budget or location answers to assign leads to specific agent pipelines in Lofty. Different property interests direct prospects to the most qualified team members automatically.
🔄
Keep contact records synchronized as details change
Any update made to a contact in Act-On automatically refreshes the matching lead profile in Lofty. Keep phone numbers, email addresses, and subscriber categories perfectly aligned across tools.
🛡️
Prevent duplicate records with intelligent search matching
Search existing Lofty lead databases by email before creating new entries. Avoid cluttering your real estate platform with duplicate profiles when existing clients submit multiple campaign forms.
💼
Handle later transaction stage changes and closing updates
When real estate pipelines change or transactions are completed in Lofty, update your marketing segments and subscriber lists accordingly. Keep marketing outreach relevant to each client's current deal phase.
🌐
Extend your workflow to messaging and spreadsheet tools
Connect your Act-On and Lofty flow with Twilio, Google Sheets, or DocuSign for multi-step automations. Send welcome texts, log spreadsheet backups, and dispatch contracts seamlessly.
And much more...

Who is Act-On + Lofty integration for?

Real estate marketing and sales teams connect Act-On and Lofty to eliminate manual data entry, accelerate lead follow-up times, and keep client records perfectly synchronized.

Real estate marketing managers
Real estate marketing managers
Sales agents
Sales agents
Brokerage owners
Brokerage owners
High-volume lead coordinators
High-volume lead coordinators
Lead qualification specialists
Lead qualification specialists
CRM administrators
CRM administrators
📈
Real estate marketing managers
You're running campaigns across multiple channels but your reporting sheet only updates when someone manually exports form data, so the conversion counts you're optimizing against are always a few hours behind — with this integration, every new submission lands in your CRM instantly and your marketing data stays current.
Sales agents
You need to connect with prospective homebuyers immediately upon inquiry, but manual lead creation delays your outreach by precious hours — automating both apps means every new submission creates a Lofty lead the second it occurs, so you can reach out while interest is highest.
🏢
Brokerage owners
You answer to investors and team stakeholders who want to see live pipeline metrics, but disconnected tools make end-of-month reporting a tedious chore — connecting these apps means your transaction records and lead stages update automatically, giving you reliable reporting without spreadsheet scrambling.
🔄
High-volume lead coordinators
The inbound volume from your digital campaigns is too high for anyone to keep up by hand, leading to missed prospects and lost commission opportunities — with this integration, every form submission flows directly into your real estate platform without human bottlenecks.
🤝
Lead qualification specialists
You own the initial screening step and depend on marketing campaigns to hand over clean contact details, but messy data entries break your workflow — automating both apps means every contact arrives formatted and categorized correctly, so your qualification process runs smoothly.
🗂️
CRM administrators
You need a reliable history of every interaction and keep finding gaps between your marketing automation and real estate platform — this integration means every form submission, contact update, and pipeline shift syncs seamlessly, leaving no gaps in your audit trail.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Act-On + Lofty

Build and manage your Act-On + Lofty automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act-On + Lofty with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Act-On to Lofty?
Frequently Asked Questions
You can connect Act-On to Lofty in 1-click using ready workflows on Integrately. Choose a pre-built template or ask Integrately AI to build the automation and map the fields for your real estate team.
Can I automatically create Lofty leads from Act-On form submissions?
Frequently Asked Questions
Can I connect Act-On, Lofty, and Facebook Lead Ads?
Frequently Asked Questions
What is a good Zapier alternative for Act-On and Lofty?
Frequently Asked Questions
How does Act-On handle form submissions in this integration?
Frequently Asked Questions
Can Lofty lead updates sync back to Act-On contacts?
Frequently Asked Questions
Do I need coding skills to automate Act-On and Lofty?
Frequently Asked Questions
Is the Act-On and Lofty integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

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You Can Also Connect Act-On or Lofty With 1500+ Other Apps

Act-On
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Lofty
Popular Lofty Integrations
Sync Lofty with productivity, communication, and document tools to enhance real estate agent productivity.
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