Calendly + Lofty Integration

Integrate Calendly to Lofty in one click, or tell Integrately AI how you want each booking handled. Capture invitees, create or update leads in your CRM, add notes, and alert your team automatically.

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1.
  • Calendly
    Invitee is created with event filter in Calendly Instant
  • Calendly
    Invitee is created in Calendly Instant
  • Calendly
    Invitee is canceled in Calendly 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
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2.
  • Calendly
    Create events type in Calendly
  • Calendly
    Update event type in Calendly
  • 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 Calendly + Lofty Integration

Create leads from new bookings, update lead records, log transaction notes, and alert agents, all in just one click.

Most popular automationmost-popular-automations
Calendly + Lofty Integration

Create Lofty lead from new Calendly invitee

Sales teams use Calendly to schedule appointments with leads and customers. When a new invitee is created in Calendly, it's always helpful to create a corresponding lead record in Lofty. This will prove to be beneficial in the future as all interactions with that customer can be tracked in one place.
Use this Calendly - Lofty integration to automate the process of creating lead in Lofty for every new invitee created in Calendly. Just set it up, and you'll end up saving time on data entry as well.
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Connect more apps to your Calendly + Lofty flow

Sync scheduling and real estate data with calendar, email, marketing, team chat, signing, and messaging apps. Pick a combination and activate it in one click.

Calendly
Lofty
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Google CalendarGoogle Calendar (4)
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GmailGmail (4)
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MailchimpMailchimp (4)
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SlackSlack (4)
+
DocuSignDocuSign (4)
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TwilioTwilio (4)
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Create a Google Calendar event and a Lofty lead whenever a new invitee schedules in Calendly
Every Calendly booking immediately creates a corresponding Google Calendar event and a new lead in Lofty without manual data entry.
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When a Calendly invitee is canceled, update the Google Calendar event and add a note in Lofty
Canceled Calendly bookings automatically update your Google Calendar schedule and log a cancellation note in Lofty.
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Search for a Lofty lead when a Calendly invitee books, and schedule the follow-up in Google Calendar
Match incoming Calendly invitees with existing Lofty lead records and add the meeting to Google Calendar instantly.
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L
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Update a Lofty lead and add a Google Calendar reminder whenever an event type is updated in Calendly
Event type updates in Calendly automatically refresh Lofty lead records and adjust your Google Calendar schedule.

Supported triggers and actions for Calendly and Lofty

Mix and match to build the exact automation you need

Calendly
Calendly Triggers & Actions
Instant
Invitee is created with event filter in Calendly
Triggers the automation when a new invitee is created
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Instant
Invitee is created in Calendly
Triggers the automation when a new invitee is created
Try it →
Instant
Invitee is canceled in Calendly
Triggers the automation when an invitee for an event is canceled
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Create events type in Calendly
Adds a new type of event to the calendar
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Update event type in Calendly
Modifies an existing event type
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Lofty
Lofty Triggers & Actions
Instant
Transaction is created or updated in Lofty
Triggers the automation when a transaction is created or updated
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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
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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
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Update lead in Lofty
Updates the lead information
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Search lead in Lofty
Retrieves information for a particular lead
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Add note in Lofty
Adds a note
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Get lead by Id in Lofty
Retrieves a lead's information based on their id
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What can you automate with Calendly + Lofty?

Streamline your real estate scheduling, CRM updates, transaction tracking, and team notifications with ready-made automations.

What you can automate?
📅
Create Lofty leads from new Calendly bookings automatically
When a new invitee schedules a meeting in Calendly, a corresponding lead or update is automatically created in Lofty. Eliminate manual data entry between your scheduling link and CRM.
📋
Capture every custom question and invitee detail
Map all custom booking questions, phone numbers, and notes directly into Lofty lead fields instead of just names and emails. Ensure your CRM holds complete client context.
🔔
Alert your team instantly when a meeting is booked
Notify agents and team members via messaging or email the moment a client schedules a consultation. Ensure prompt responses and faster lead engagement.
🔀
Route leads based on meeting type or criteria
Apply conditional logic to sort incoming bookings, creating high-priority leads in Lofty for buyer consultations while logging standard inquiries appropriately.
🔄
Keep contact and transaction records synchronized
Update existing Lofty lead details whenever an invitee reschedules or updates their information in Calendly. Prevent outdated records in your database.
🔍
Upsert lead and transaction records intelligently
Search for existing records in Lofty before creating new ones, updating current lead profiles when returning clients book another meeting through Calendly.
❌
Manage cancellations and event updates automatically
Trigger CRM updates or task assignments when a Calendly meeting is canceled or rescheduled. Keep your pipeline status aligned with real-world schedules.
💬
Extend scheduling workflows to external communication tools
Connect your core scheduling and CRM data to Twilio, Slack, or Gmail to automate client SMS reminders, internal alerts, and follow-up emails seamlessly.
And much more...

Who is Calendly + Lofty integration for?

Connecting scheduling and real estate management helps agents, brokers, and operations teams eliminate manual entry, close deals faster, and keep customer records permanently up to date.

Real Estate Analysts
Real Estate Analysts
Sales Agents
Sales Agents
Brokerage Managers
Brokerage Managers
Inside Sales Teams
Inside Sales Teams
Transaction Coordinators
Transaction Coordinators
Compliance Officers
Compliance Officers
📈
Real Estate Analysts
You're tracking booking volume and conversion rates across platforms, but your reports only update when someone manually exports data from Calendly to Lofty, so the metrics you review are always a few hours behind — automating both apps means every new booking lands in your CRM instantly and your dashboards stay current.
⚡
Sales Agents
You need to follow up immediately when a prospective buyer books a meeting, but manual data entry leaves leads sitting unattended while you handle calls — with this integration, every new booking instantly creates a lead in Lofty so you can reach out while interest is peak.
🏢
Brokerage Managers
You report progress to senior stakeholders and clients, but tracking meetings and transactions across separate platforms leads to missing updates and awkward explanations — automating both apps means every schedule change and lead update syncs seamlessly so reporting is always accurate.
🔄
Inside Sales Teams
You handle dozens of scheduling requests every day and manually logging each invitee into Lofty creates a massive bottleneck where details get dropped — automating both apps means high-volume booking data flows directly into your CRM without manual intervention.
📑
Transaction Coordinators
You depend on agents to log client meetings before you can prepare closing documents, but scheduling details are often delayed in Calendly — automating both apps means every meeting creation immediately triggers lead updates so you can start paperwork right away.
🛡️
Compliance Officers
You need a complete and reliable history of every client interaction for auditing, but manual record-keeping always leaves gaps between calendar bookings and CRM logs — this integration means every interaction is logged precisely across both apps with zero omissions.
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Why choose Integrately to automate Calendly + Lofty

Build and manage your Calendly + 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 Calendly + 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
Select Automation
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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 Calendly to Lofty?
Frequently Asked Questions
You can connect Calendly to Lofty using 1-click automations on Integrately. Choose from ready templates or ask Integrately AI to build the integration. You can also connect Google Calendar, Gmail, Slack, and 1,500+ other apps.
Can I automatically create a Lofty lead when someone books a meeting in Calendly?
Frequently Asked Questions
Can I connect Calendly, Lofty, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Calendly and Lofty?
Frequently Asked Questions
How does Calendly handle invitee data when syncing with Lofty?
Frequently Asked Questions
Can I update existing transaction records in Lofty using Calendly events?
Frequently Asked Questions
Do I need coding skills to set up Calendly and Lofty automation?
Frequently Asked Questions
Is the Calendly and Lofty integration free?
Frequently Asked Questions
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