Integrate Dialpad to Lofty in one click, or tell Integrately AI how you want each lead handled. Capture incoming messages, create or update leads, log communication details, and trigger follow-ups automatically.
Anytime a new lead is added to your Lofty, automatically send them a message through Dialpad letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.
Furthermore, with this Lofty - Dialpad integration, you can rest assured that your new lead will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Dialpad + Lofty flow
Route communication data to messaging platforms, email tools, and document managers to keep your entire real estate tech stack aligned. Pick a combination and activate it in one click.
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Gmail (3)
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Calendly (3)
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Mailchimp (3)
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DocuSign (3)
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Slack (3)
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Google Drive (3)
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Send an email in Gmail when an SMS is sent in Dialpad, and create a lead in Lofty
Every Dialpad SMS triggers a Gmail email and creates a new lead in Lofty instantly, eliminating manual data entry across platforms.
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When a lead is created or updated in Lofty, send an email in Gmail and send an SMS in Dialpad
Lofty lead changes trigger an automated email in Gmail and an outgoing SMS in Dialpad so clients and agents stay informed.
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Use Gemini to summarise every incoming Gmail message, create a lead in Lofty, and send an SMS in Dialpad
Gemini analyses new Gmail inquiries, updates Lofty with the summary, and triggers a confirmation SMS via Dialpad.
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When a Calendly event is scheduled, create a lead in Lofty and send an SMS in Dialpad
New Calendly bookings instantly generate a Lofty lead and trigger a welcome SMS through Dialpad without manual scheduling checks.
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When a lead pipeline is changed in Lofty, update the record and send a booking link via Dialpad SMS
Pipeline stage shifts in Lofty trigger an automated SMS in Dialpad with a Calendly scheduling link for the client.
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Use Claude to evaluate Calendly booking notes, update the lead in Lofty, and create a call task in Dialpad
Claude reviews consultation notes from Calendly, updates Lofty records, and logs a follow-up call task in Dialpad.
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When a new subscriber joins Mailchimp, create a lead in Lofty and send a welcome SMS in Dialpad
Mailchimp newsletter subscribers are automatically added as Lofty leads and welcomed via Dialpad SMS.
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When a lead is created or updated in Lofty, update Mailchimp subscriber status and send a notification SMS in Dialpad
Lofty CRM updates synchronise subscriber lists in Mailchimp and alert agents via Dialpad SMS.
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Use ChatGPT to segment Mailchimp campaign engagement, update the lead in Lofty, and send a targeted SMS in Dialpad
ChatGPT categorises Mailchimp subscriber activity, updates Lofty records, and triggers personalised outreach in Dialpad.
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When a DocuSign envelope is completed, create a transaction in Lofty and send a confirmation SMS in Dialpad
Signed DocuSign agreements automatically generate Lofty transactions and send confirmation messages via Dialpad SMS.
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When a transaction is created or updated in Lofty, check DocuSign status and notify the agent via Dialpad SMS
Lofty transaction updates verify DocuSign document completion and alert agents instantly through Dialpad SMS.
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Use Claude to review signed DocuSign contract terms, update the Lofty transaction, and send an update via Dialpad SMS
Claude extracts key terms from completed DocuSign documents, updates Lofty transactions, and notifies clients via Dialpad.
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When a lead is created or updated in Lofty, post an update in Slack and send a welcome SMS in Dialpad
New Lofty lead activity notifies sales channels in Slack while dispatching a welcome SMS through Dialpad.
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When a call state is updated in Dialpad, update the lead in Lofty and post a call log in Slack
Dialpad call updates sync immediately to Lofty lead records and post detailed call logs to your Slack channel.
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Use ChatGPT to summarise Dialpad call transcripts, update the Lofty lead, and post the brief in Slack
ChatGPT generates concise summaries of Dialpad call recordings, updates Lofty lead records, and posts briefs in Slack.
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When a new file is uploaded to Google Drive, create a transaction in Lofty and send an SMS in Dialpad
New property documents in Google Drive automatically generate Lofty transactions and notify clients via Dialpad SMS.
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When a transaction is created or updated in Lofty, create a dedicated folder in Google Drive and send an SMS in Dialpad
Lofty transaction updates automatically provision new Google Drive folders and alert agents via Dialpad SMS.
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Use Gemini to parse property documents in Google Drive, update the Lofty transaction, and send an SMS via Dialpad
Gemini extracts data from Google Drive property files, updates Lofty transactions, and notifies clients through Dialpad SMS.
Supported triggers and actions for Dialpad and Lofty
Mix and match to build the exact automation you need
Dialpad Triggers & Actions
Instant
SMS is sent in Dialpad
Triggers the automation when a text message is sent
Create or update Lofty leads automatically whenever a new SMS is sent in Dialpad or call states are updated.
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Capture all message and call details
Pass complete communication metadata into Lofty instead of just basic contact names, ensuring detailed interaction records.
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Alert your team instantly on updates
Send notifications to team members the moment a lead pipeline changes or a transaction is updated in Lofty.
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Route leads based on submitted criteria
Perform different actions in Dialpad and Lofty depending on specific transaction values or lead pipeline stages.
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Keep Lofty records synchronized in real time
Update existing leads and transactions automatically whenever call states or messages change in Dialpad.
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Search and update existing records
Check for existing contacts and leads before creation to maintain a clean, duplicate-free real estate database.
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Manage lead pipeline and transaction stages
Trigger workflows automatically when lead pipelines change or transactions are created or updated in Lofty.
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Extend your workflow with supporting apps
Extend your Dialpad and Lofty automation with Slack or Gmail to notify stakeholders across your tools.
And much more...
Who is Dialpad + Lofty integration for?
Real estate professionals, sales teams, and brokers connecting communications with property management to eliminate manual administrative tasks.
Real estate sales managers
Real estate agents
Transaction coordinators
Brokerage owners
Customer support teams
Operations directors
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Real estate sales managers
You review team calling activity in Dialpad weekly, but communication data is always out of sync with your Lofty CRM — with this integration, every call state update syncs automatically and your pipeline reporting stays current.
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Real estate agents
You juggle client phone calls in Dialpad while managing buyer leads in Lofty, but conversation notes get lost before reaching your CRM — with this integration, every interaction is logged instantly and client follow-ups happen without delay.
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Transaction coordinators
You manage property closing stages in Lofty while communicating updates via Dialpad, but deal records miss crucial call details — with this integration, communication history flows smoothly and transaction updates are never missed.
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Brokerage owners
You oversee large agency volumes where agents handle calls across multiple devices, but manual record keeping creates blind spots — with this integration, every lead and call maps directly to your database with zero manual effort.
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Customer support teams
You respond to client inquiries via Dialpad SMS, but client history in Lofty remains blank until someone updates it by hand — with this integration, every sent SMS updates customer records instantly and team handoffs happen seamlessly.
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Operations directors
You manage high volumes of property transactions and client calls, but tracking conversion metrics across platforms relies on manual entry — with this integration, every engagement is tracked precisely and your lead history remains complete.
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 Dialpad + Lofty
Build and manage your Dialpad + Lofty automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Dialpad + 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.
You can connect Dialpad to Lofty instantly using ready-made workflows or by asking Integrately AI to set up your custom flow. It connects your communications and CRM data seamlessly alongside tools like Gmail, Slack, and Calendly.
Can I automatically create Lofty leads from Dialpad SMS messages?
You can create Lofty leads automatically whenever an SMS is sent or received in Dialpad. Start with a ready workflow or build the exact flow with Integrately AI.
Can I connect Dialpad, Lofty, and Slack?
You can connect Dialpad, Lofty, and Slack together in a single automated pipeline. When a lead or call state updates, Slack alerts your team instantly, alongside Gmail, Calendly, and 1,500+ other apps.
What is a good Zapier alternative for Dialpad and Lofty?
Integrately is rated as a top alternative for connecting Dialpad and Lofty. It offers 20 million+ ready templates, 24/5 live support, and AI-assisted workflow building at a lower cost.
How does Dialpad handle call state updates during automation?
Dialpad triggers automated workflows when call states are updated, allowing you to update Lofty lead records immediately with call details.
Can Lofty trigger updates when a transaction changes?
Lofty triggers workflows whenever a transaction is created or updated, enabling seamless data syncing across your connected communication tools.
Do I need coding skills to build Dialpad and Lofty workflows?
No coding skills are required to connect Dialpad and Lofty. You can use pre-built templates or describe your exact process to Integrately AI.
Is the Dialpad and Lofty integration free?
The Dialpad and Lofty integration is available on Integrately with a free plan. You can start automating immediately with our free tier.
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