Close + Lofty Integration

Q: Can I automatically sync new leads between Close and Lofty?

Yes, you can sync leads between Close and Lofty automatically. Whenever a new lead is created in Close, an automation can instantly create a corresponding lead in Lofty.

Q: Can I connect Close, Lofty, and Google Calendar?

Yes, you can connect Close, Lofty, and Google Calendar together in a multi-step workflow. Sync your leads and schedule follow-up meetings alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Close and Lofty?

Most alternatives charge more and lack built-in AI assistance. Integrately offers 20 million+ ready automations, 24/5 live chat support, and a simpler setup experience.

Q: How does Close handle lead updates in this integration?

Close updates lead statuses and contact details automatically when triggered by activity. You can start from a ready workflow to keep your CRM records current.

Q: How does Lofty process transaction updates?

Lofty processes transaction updates instantly when integrated with your sales tools. You can use ready automations to sync transaction stages across platforms.

Q: Do I need coding skills to automate Close and Lofty?

No coding skills are required to connect Close and Lofty. You can use ready templates or ask Integrately AI to build your custom automation.

Q: Is the Close and Lofty integration free?

Yes, the Close and Lofty integration is available on the Integrately free forever plan, giving you access to essential automated workflows.

Integrate Close to Lofty in one click, or tell Integrately AI how you want each lead handled. Enrich and qualify leads, update your CRM and real estate platform, alert your team, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Opportunity status change activity is updated in Close Instant
Custom activity is created or updated in Close Instant
Lead Status change is created in Close Instant
Export is created in Close Instant
Membership is activated in Close Instant
Email Sequence Subscription created or updated in Close Instant
Lead is created using search query in Close
Lead is created in Close Instant
Contact is created in Close Instant
Contact is updated in Close Instant
Opportunity status change activity is created in Close Instant
Opportunity is created in Close Instant
Email is created in Close Instant
Call record is updated in Close Instant
Call record is created in Close Instant
Task is created in lead in Close Instant
SMS is created in Close Instant
Meeting is created in Close Instant
Note is created in Close
Transaction is created or updated in Lofty Instant
Lead is created or updated in Lofty Instant
Lead pipeline is changed in Lofty Instant

Search contact in Close
Update lead in Close
Search lead in Close
Create lead in Close
Update task in Close
Create task in Close
Search task in Close
Search opportunity in Close
Update opportunity in Close
Create opportunity in Close
Create contact in Close
Update contact in Close
Create note in Close
Update note in Close
Search note in Close
Create email in Close
Search user in Close
Create SMS in Close
Create custom activity in Close
Run activity overview report in Close
Delete logged call in Close
Create export in Close
Run sent email report in Close
Subscribe Contact to Email Sequence in Close
Search custom activity in Close
Add address to lead in Close
Delete email in Close
Merge two leads in Close
Create bulk email in Close
Run opportunity report in Close
Create smart view in Close
Run status change report in Close
Toggle Forwarding on Phone Number in Close
Update custom activity in Close
Update smart view in Close
Update email sequence subscription in Close
Delete email address from contact in Close
Create bulk sequence subscription action in Close
Search email sequence subscription in Close
Search number of Leads in Query in Close
Search connected account in Close
Get activity by id in Close
Create call in Close
Update call in Close
Search call in Close
Update transaction in Lofty
Create transaction in Lofty
Get transaction by lead id and transaction id in Lofty
Create lead in Lofty
Update lead in Lofty
Search lead in Lofty
Add note in Lofty
Get lead by Id in Lofty

Trusted by experts at...

Ready Workflows for Close + Lofty Integration

Capture leads, update lead statuses, keep pipelines synchronized, alert your team, and trigger follow-ups, all in just one click.

Create Lofty lead for new Close contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Close - Lofty integration, anytime a new Close contact is created, an Lofty lead should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

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1of1

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

Connect more apps to your Close + Lofty flow

Bring in calendar bookings, emails, documents, and communication tools to keep your deal pipeline moving without manual admin work. Pick a combination and activate it in one click.

Google Calendar (6)

Calendly (5)

Mailchimp (5)

Gmail (5)

RingCentral (4)

DocuSign (4)

Create a lead in Lofty when a lead is created in Close, and schedule a meeting in Google Calendar.

Every new Close lead is automatically added to Lofty and scheduled in Google Calendar without manual entry.

When a Lofty transaction is updated, update the lead in Close and add a review event in Google Calendar.

Keep your Close records and Google Calendar synchronized whenever a Lofty transaction changes.

When a Lofty lead pipeline stage changes, update the lead in Close and reschedule the Google Calendar meeting.

Align pipeline stages between Lofty and Close while updating your Google Calendar schedule automatically.

If a new Close lead is created, create a lead in Lofty and add a discovery call in Google Calendar.

Route new Close leads into Lofty and block out calendar time for discovery calls instantly.

Use ChatGPT to summarise every new Close lead, create a lead in Lofty, and schedule a review in Google Calendar.

AI analyses new Close leads before creating records in Lofty and booking Google Calendar review slots.

When a Lofty lead is created or updated, update the lead in Close and create a follow-up task in Asana and Google Calendar.

Sync Lofty leads to Close and schedule calendar reminders while assigning task tracking in Asana.

Create a lead in Lofty when a Calendly booking is scheduled, and log a note in Close.

Turn Calendly bookings into Lofty leads and record the booking details in Close automatically.

When a Lofty transaction is updated, create a Calendly scheduling link and update the lead in Close.

Trigger Calendly invitations and update Close records whenever a Lofty transaction progresses.

If a Calendly invitee answers specific intake questions, create a lead in Lofty and update the contact in Close.

Route Calendly booking answers directly into Lofty and update corresponding contact records in Close.

Use Claude to evaluate Calendly booking notes, create a lead in Lofty, and update the lead in Close.

AI analyses Calendly notes before syncing lead details into Lofty and Close.

When a Calendly meeting is canceled, update the lead in Close and update the transaction status in Lofty.

Keep Close and Lofty updated instantly when a Calendly meeting cancellation occurs.

Add every new Mailchimp subscriber as a lead in Close, and sync the contact details to Lofty.

New newsletter subscribers in Mailchimp become active leads in Close and Lofty instantly.

When a Lofty lead is created, add the subscriber to Mailchimp and update the lead in Close.

Sync new Lofty leads to Mailchimp mailing lists while updating your Close CRM records.

If a Mailchimp subscriber clicks a specific campaign link, create a lead in Lofty and log an email in Close.

Targeted email engagement in Mailchimp triggers lead creation in Lofty and logging in Close.

Use Gemini to segment Mailchimp subscribers, create leads in Lofty, and update contacts in Close.

AI categorises Mailchimp subscribers before creating records in Lofty and Close.

When a Mailchimp campaign bounces, update the subscriber status in Lofty and update the lead in Close.

Clean up bounced email records across Mailchimp, Lofty, and Close automatically.

Create a lead in Lofty and log an email in Close when a new message arrives in Gmail.

Turn incoming Gmail inquiries into Lofty leads and synchronized email logs in Close.

When a Lofty transaction is updated, send a confirmation email via Gmail and update the lead in Close.

Notify clients via Gmail and update Close records when Lofty transactions progress.

If an incoming Gmail message contains property inquiry keywords, create a lead in Lofty and update Close.

Parse inbound Gmail inquiries to automatically create Lofty leads and update Close records.

Use Perplexity to extract property details from Gmail inquiries, create a lead in Lofty, and log it in Close.

AI extracts inquiry details from Gmail before creating records in Lofty and Close.

When a Close lead is created, send a welcome email via Gmail and create a lead in Lofty.

Welcome new Close leads instantly via Gmail while creating corresponding records in Lofty.

Create a lead in Lofty and log a call record in Close when a RingCentral call ends.

Turn RingCentral phone conversations into Lofty leads and logged call records in Close.

When a Lofty lead is created, initiate an outbound call in RingCentral and update the lead in Close.

Connect new Lofty leads directly to RingCentral dialer workflows and update Close records.

Use ChatGPT to summarise RingCentral call recordings, create a lead in Lofty, and update Close notes.

AI transcribes and summarises RingCentral calls before updating records in Lofty and Close.

When a Close call record is updated, update the lead in Lofty and send an SMS notification via RingCentral.

Keep Lofty updated and send RingCentral SMS notifications whenever Close call records change.

Create a transaction in Lofty and update the lead in Close when a DocuSign envelope is completed.

Turn signed DocuSign agreements into Lofty transactions and updated Close lead records.

When a Lofty transaction is created, send a DocuSign agreement and update the lead in Close.

Dispatch DocuSign contracts automatically and update Close records when Lofty transactions start.

Use Claude to review signed DocuSign contracts, create a Lofty transaction, and log a note in Close.

AI verifies signed DocuSign documents before creating transactions in Lofty and notes in Close.

When a Close lead is created, send a DocuSign agreement and create a lead in Lofty.

Send DocuSign paperwork and create Lofty leads automatically when new leads arrive in Close.

Supported triggers and actions for Close and Lofty

Mix and match to build the exact automation you need

Close Triggers & Actions

Instant

Opportunity status change activity is updated in Close

Triggers the automation when the status of any opportunity changes

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Instant

Custom activity is created or updated in Close

Triggers the automation when a custom activity is created or updated

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Instant

Lead Status change is created in Close

Triggers the automation when the status of a lead changes

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Instant

Export is created in Close

Triggers the automation when a new export occurs

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Instant

Membership is activated in Close

Triggers the automation when a membership is activated

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Instant

Email Sequence Subscription created or updated in Close

Triggers the automation when a subscriber is added or updated

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Lead is created using search query in Close

Triggers the automation when a new lead has been added based on search criteria

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Instant

Lead is created in Close

Triggers the automation when a new lead is created

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Instant

Contact is created in Close

Triggers the automation when a new contact is created

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Instant

Contact is updated in Close

Triggers the automation when a contact is updated

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Instant

Opportunity status change activity is created in Close

Triggers the automation when the status of any opportunity changes

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Instant

Opportunity is created in Close

Triggers the automation when any opportunity is updated

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Instant

Email is created in Close

Triggers the automation when a new email is created

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Instant

Call record is updated in Close

Triggers the automation when call details are modified

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Instant

Call record is created in Close

Triggers the automation when a new call record is created

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Instant

Task is created in lead in Close

Triggers the automation when a new task is created for any lead

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Instant

SMS is created in Close

Triggers the automation when a SMS is created

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Instant

Meeting is created in Close

Triggers the automation when a new meeting is scheduled

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Note is created in Close

Triggers the automation when a new note is created

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Search contact in Close

Finds and retrieves contact information

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Update lead in Close

Updates the lead information

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Search lead in Close

Retrieves information for a particular lead

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Create lead in Close

Generates new leads for potential customers

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Update task in Close

Updates the task

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Create task in Close

Creates a new task

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Search task in Close

Searches for a task

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Search opportunity in Close

Searches for a opportunity

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Update opportunity in Close

Updates the opportunity

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Create opportunity in Close

Creates a new instance of the support system

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Create contact in Close

Adds a new contact to the database

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Update contact in Close

Updates contact information

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Create note in Close

Creates a new note in the particular format

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Update note in Close

Updates a note

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Search note in Close

Searches for a note

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Create email in Close

Adds a new contact to the contact list

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Search user in Close

Searches for a user

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Create SMS in Close

Creates a new sms

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Create custom activity in Close

Logs a new custom activity

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Run activity overview report in Close

Runs an activity overview report

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Delete logged call in Close

Removes a recorded phone conversation

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Create export in Close

Generates a new data export

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Run sent email report in Close

Runs a sent email report

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Subscribe Contact to Email Sequence in Close

Subscribes a contact to an email sequence

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Search custom activity in Close

Searches for a custom activity

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Add address to lead in Close

Updates lead information with address details

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Delete email in Close

Deletes particular emails from inbox

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Merge two leads in Close

Merges two leads

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Create bulk email in Close

Sends multiple emails to a list of recipients using a pre-set template

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Run opportunity report in Close

Runs an opportunity report

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Create smart view in Close

Creates a new smart view

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Run status change report in Close

Runs a status change report

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Toggle Forwarding on Phone Number in Close

Toggles forwarding on a phone number

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Update custom activity in Close

Updates a particular custom activity with new information

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Update smart view in Close

Updates smart view

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Update email sequence subscription in Close

Updates an email sequence subscription

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Delete email address from contact in Close

Removes an email address from a contact list

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Create bulk sequence subscription action in Close

Subscribes multiple leads to an email sequence in bulk

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Search email sequence subscription in Close

Searches for an email sequence subscription

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Search number of Leads in Query in Close

Searches for the number of leads in a query

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Search connected account in Close

Searches for linked accounts to streamline account management

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Get activity by id in Close

Retrieves a activity details by its id

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Create call in Close

Initiates a call to the recipient

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Update call in Close

Updates call information

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Search call in Close

Searches for a call

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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

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Instant

Lead pipeline is changed in Lofty

Triggers the automation when the pipeline associated with the lead is changed

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What can you automate with Close + Lofty?

Streamline your real estate sales pipeline by connecting communication records and property transactions instantly.

Get Started For Free

🔄

Sync leads between Close and Lofty automatically

Create a lead in Lofty the moment a new lead is created in Close, ensuring your CRM and real estate platform stay perfectly aligned without manual entry.

📋

Capture every custom field and note

Map custom activities, notes, and task details between Close and Lofty so your team retains full context on every buyer and seller.

🔔

Alert your team instantly on key events

Notify agents and sales reps the second a new lead is captured or a transaction status changes in Lofty or Close.

🔀

Route leads based on submitted criteria

Apply conditional logic to direct high-intent leads to senior agents in Lofty while logging standard inquiries in Close.

📝

Keep records updated as deals progress

Automatically update lead statuses, contact details, and opportunity stages across both platforms whenever changes occur.

🔍

Search and update instead of creating duplicates

Check existing records in Close and Lofty before creating new entries, preventing duplicate leads and messy databases.

💼

Manage transaction milestones and updates

Trigger automated workflows when property transactions are created or updated in Lofty, updating your Close records accordingly.

📅

Extend flows with calendar and communication tools

Connect Google Calendar, Calendly, or Gmail to your Close and Lofty core pair to schedule meetings and send follow-ups effortlessly.

And much more...

Who is Close + Lofty integration for?

Real estate professionals and sales teams use this integration to keep customer data synchronized across platforms, eliminate manual copy-pasting, and accelerate deal closures.

Sales directors

Real estate agents

Client success managers

Operations leads

Account executives

Transaction coordinators

📈

Sales directors

You rely on pipeline reports to forecast quarterly revenue, but manual data entry between Close and Lofty leaves your dashboards full of outdated numbers — this integration means every new lead and transaction syncs instantly so your reports reflect reality.

⚡

Real estate agents

You need to respond to incoming buyer inquiries within minutes, but switching between Close and Lofty slows down your outreach and causes missed follow-ups — connecting these apps means every prospect is registered instantly so you can contact them right away.

🤝

Client success managers

You answer to clients who want immediate progress updates on their property transactions, but tracking changes across disconnected systems creates communication gaps — automating both apps means transaction statuses update without manual effort.

🔄

Operations leads

Your team handles high volumes of property inquiries every day, and manual copy-pasting between Close and Lofty leads to duplicate records and human error — with this integration, contact data flows seamlessly without manual intervention.

👤

Account executives

You depend on upstream lead handoffs from marketing and prospecting tools, but delayed updates between Close and Lofty mean you find out about new accounts too late — automating your workflow ensures leads appear in your pipeline the moment they are created.

📁

Transaction coordinators

You need a reliable audit trail of every document, call, and deal stage, but missing records between Close and Lofty create blind spots in your history — this integration means every activity is logged consistently across both platforms.

Try This Integration – No Code Needed

Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Close + Lofty

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

1,500+ apps connected

Connect Close + Lofty with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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.

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Frequently Asked Questions

How do I connect Close to Lofty?

You can connect Close to Lofty in 1 click using ready-made templates on Integrately. Choose a pre-built workflow, link your accounts, and let Integrately AI handle custom setups.

Can I automatically sync new leads between Close and Lofty?

Can I connect Close, Lofty, and Google Calendar?

What is a good Zapier alternative for Close and Lofty?

How does Close handle lead updates in this integration?

How does Lofty process transaction updates?

Do I need coding skills to automate Close and Lofty?

Is the Close and Lofty integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Close or Lofty With 1500+ Other Apps

Popular Close Integrations

Connect Close to CRMs, email marketing tools, and communication platforms to manage and follow up on your sales pipeline.

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Close Integrations

No popular apps found

Popular Lofty Integrations

Sync Lofty with accounting, project management, and reporting tools to keep real estate data working across your stack.

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Lofty Integrations

No popular apps found

Close + Lofty Integration

Integrate Close to Lofty in one click, or tell Integrately AI how you want each lead handled. Enrich and qualify leads, update your CRM and real estate platform, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Close + Lofty Integration

Capture leads, update lead statuses, keep pipelines synchronized, alert your team, and trigger follow-ups, all in just one click.

Create Lofty lead for new Close contact

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

Connect more apps to your Close + Lofty flow

Bring in calendar bookings, emails, documents, and communication tools to keep your deal pipeline moving without manual admin work. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Lofty

Mix and match to build the exact automation you need

What can you automate with Close + Lofty?

Streamline your real estate sales pipeline by connecting communication records and property transactions instantly.

Who is Close + Lofty integration for?

Real estate professionals and sales teams use this integration to keep customer data synchronized across platforms, eliminate manual copy-pasting, and accelerate deal closures.

Did you know?

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

Why choose Integrately to automate Close + Lofty

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Close or Lofty With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Close + Lofty Integration

Integrate Close to Lofty in one click, or tell Integrately AI how you want each lead handled. Enrich and qualify leads, update your CRM and real estate platform, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Close + Lofty Integration

Capture leads, update lead statuses, keep pipelines synchronized, alert your team, and trigger follow-ups, all in just one click.

Create Lofty lead for new Close contact

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

Connect more apps to your Close + Lofty flow

Bring in calendar bookings, emails, documents, and communication tools to keep your deal pipeline moving without manual admin work. Pick a combination and activate it in one click.

Supported triggers and actions for Close and Lofty

Mix and match to build the exact automation you need

What can you automate with Close + Lofty?

Streamline your real estate sales pipeline by connecting communication records and property transactions instantly.

Who is Close + Lofty integration for?

Real estate professionals and sales teams use this integration to keep customer data synchronized across platforms, eliminate manual copy-pasting, and accelerate deal closures.

Did you know?

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

Why choose Integrately to automate Close + Lofty

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Close or Lofty With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click