Dotloop + Lofty Integration
Integrate Dotloop to Lofty in one click, or tell Integrately AI how you want each lead handled. Capture new leads, create matching loops, sync transaction records, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Loop is created in Dotloop
Transaction is created or updated in Lofty Instant- Lead is created or updated in Lofty Instant
- Lead pipeline is changed in Lofty Instant
2.
- Create loop in Dotloop
- Create contact in Dotloop
- Get transaction by lead id and transaction id in Lofty
- Create transaction in Lofty
- Update transaction 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 Dotloop + Lofty Integration
Capture leads, create loops, sync transaction details, alert your team, and update records, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Dotloop + Lofty flow
Send follow-up emails, schedule calendar events, sign documents, and notify your team the moment real estate data moves. Pick a combination and activate it in one click.
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Gmail (5)
Gmail (5) +
Google Calendar (4)
Google Calendar (4) +
DocuSign (4)
DocuSign (4) +
Slack (4)
Slack (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Google Sheets (4)
Google Sheets (4) L
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When a lead is created or updated in Lofty, create a loop in Dotloop, and send a confirmation email in Gmail
New Lofty leads instantly generate a matching loop in Dotloop while Gmail sends out an email notification, keeping your administrative workflow on track.
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When a loop is created in Dotloop, create a lead in Lofty, and send a welcome email in Gmail
Dotloop loops automatically generate new leads in Lofty and dispatch an introductory email via Gmail without manual data entry.
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When a transaction is created or updated in Lofty, create a loop in Dotloop, and email the client in Gmail
Lofty transactions immediately open a Dotloop loop and trigger a status update email in Gmail.
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If a lead pipeline is changed in Lofty, create a loop in Dotloop and send a status update via Gmail
Pipeline stage shifts in Lofty trigger Dotloop loop creation and send an update message through Gmail.
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Use Claude to summarise Lofty lead notes, create a loop in Dotloop, and email the brief in Gmail
Claude generates a summary of Lofty lead notes before Dotloop creates the loop and Gmail sends out the briefing.
Supported triggers and actions for Dotloop and Lofty
Mix and match to build the exact automation you need
Dotloop Triggers & Actions
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 → What can you automate with Dotloop + Lofty?
Streamline your real estate operations by connecting CRM leads, transaction loops, and document workflows into one automated engine.
🔄
Create loops from new leads instantly
Automatically generate a new loop in Dotloop whenever a lead is created or updated in Lofty. Eliminate manual data entry between your CRM and transaction workspace.
📝
Capture every submitted client field
Map complete contact details, property addresses, and custom inquiry notes from Lofty straight into your Dotloop loops. Keep your paperwork comprehensive from the start.
🔔
Alert your team the moment deals move
Trigger instant notifications in Slack or email whenever a lead pipeline changes or a transaction updates in Lofty. Keep agents and coordinators informed in real time.
🔀
Route records based on submitted criteria
Send high-value buyer leads to specialized Dotloop workspaces while standard inquiries route to general queues. Automate your internal delegation logic effortlessly.
📊
Keep transaction stages perfectly synchronized
Update loop statuses in Dotloop whenever transaction details change in Lofty. Ensure your document workspaces reflect current deal progress without duplicate typing.
🔍
Prevent duplicate contacts and loops
Search existing records before creating new entries, updating existing profiles in Lofty and Dotloop when matching data appears. Keep your database clean and organized.
⏱️
Manage closing milestones and deadlines
Track property walkthroughs, contract signing dates, and final closing milestones by connecting your core real estate tools with calendar and task platforms.
🌐
Extend your workflow to external apps
Connect your core Dotloop and Lofty flow with accounting software like QuickBooks Online or signature tools like DocuSign to automate your entire business stack.
And much more...
Who is Dotloop + Lofty integration for?
Real estate professionals, transaction coordinators, and sales teams who manage buyer and seller pipelines and need seamless document collaboration without manual data entry.
Real estate analysts
Sales agents
Transaction coordinators
Brokerage operations managers
Closing specialists
Compliance officers
📈
Real estate analysts
You're compiling weekly reports from Lofty and Dotloop but your tracking records only update when someone manually exports data, so the transaction counts you're reviewing are always hours behind — this integration means every new deal record syncs instantly and your numbers stay current.
⚡
Sales agents
You need to initiate paperwork the moment a new buyer inquires, but delays in transferring CRM details mean clients wait too long for agreements — automating both apps means every lead generates a loop immediately and your response time beats the competition.
📋
Transaction coordinators
You answer to brokers and clients who want immediate progress updates on document signing, but hunting across platforms causes frustrating bottlenecks — with this integration, every contract status change syncs automatically and stakeholder visibility is complete.
🏢
Brokerage operations managers
The volume of listing agreements is too high for your staff to keep up by hand, leading to missed fields and incomplete files — connecting these apps means contact data and loop creation happen without manual effort, protecting your compliance standards.
🤝
Closing specialists
You own the final property handover stage and depend on agents to hand over complete files, but missing paperwork delays closings — this integration means transaction details flow seamlessly into your workspace so you can finalize deals on schedule.
🗂️
Compliance officers
You need a reliable audit history of every client interaction and signed document, but manual recordkeeping leaves gaps in your archives — automating both apps means every CRM update and loop creation is logged precisely, ensuring airtight audit trails.
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 Dotloop + Lofty
Build and manage your Dotloop + Lofty automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Dotloop + 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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Dotloop + Lofty Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Dotloop to Lofty?
You can connect Dotloop to Lofty in just one click using Integrately. Choose from ready workflows or ask Integrately AI to set up the integration for you. You can also connect apps like Gmail, Slack, and Google Sheets to extend your workflow.
Can I automatically create a loop in Dotloop when a new lead is created in Lofty?
Can I connect Dotloop, Lofty, and Slack?
What is a good Zapier alternative for Dotloop and Lofty?
How does Dotloop handle lead and contact data during integration?
Can I sync Lofty transaction updates to Dotloop automatically?
Do I need coding skills to automate Dotloop and Lofty?
Is the Dotloop and Lofty integration free?
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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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