Microsoft Dynamics 365 CRM + Lofty Integration

Q: Can I automatically sync new Lofty leads into Microsoft Dynamics 365 CRM?

Yes, you can automatically create a lead in Microsoft Dynamics 365 CRM whenever a new lead is created in Lofty. Use our ready-made automation or tell Integrately AI how you want your lead data handled.

Q: Can I connect Lofty, Microsoft Dynamics 365 CRM, and Slack?

Yes, you can easily build multi-step workflows connecting Lofty, Microsoft Dynamics 365 CRM, and Slack. Sync your leads to your CRM and notify your sales team in Slack instantly, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Lofty and Microsoft Dynamics 365 CRM?

Integrately is a powerful alternative for connecting Lofty and Microsoft Dynamics 365 CRM, offering 20 million+ ready automations, 24/5 live chat support, and intuitive AI assistance to build your workflows effortlessly.

Q: How does Lofty handle transaction data during integration?

Lofty allows you to trigger automations when transactions are created or updated. You can sync property details, transaction statuses, and lead associations directly into your Microsoft Dynamics 365 CRM records.

Q: Can Microsoft Dynamics 365 CRM trigger updates in Lofty?

Yes, changes in Microsoft Dynamics 365 CRM such as new contact creation or sales order updates can trigger actions in Lofty to keep your real estate platform perfectly synchronised with your sales team.

Q: Do I need coding skills to automate Lofty and Microsoft Dynamics 365 CRM?

No coding skills are required to connect Lofty and Microsoft Dynamics 365 CRM. You can use ready automation templates or describe your exact requirements to Integrately AI to build the flow for you.

Q: Is the Lofty and Microsoft Dynamics 365 CRM integration free?

Integrately offers a free forever plan that lets you start building your Lofty and Microsoft Dynamics 365 CRM automations right away at no cost.

Integrate Lofty to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture new enquiries, update your CRM records, alert your sales team, and trigger follow-ups automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
Transaction is created or updated in Lofty Instant
Lead is created or updated in Lofty Instant
Lead pipeline is changed in Lofty Instant

Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM
Get account by ID in Microsoft Dynamics 365 CRM
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 Lofty + Microsoft Dynamics 365 CRM Integration

Capture leads, organise details, keep your CRM updated, alert your team, and send follow-ups, all in just one click.

Create Lofty lead for new Microsoft Dynamics 365 CRM 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 Microsoft Dynamics 365 CRM - Lofty integration, anytime a new Microsoft Dynamics 365 CRM 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.

Activate

1of1

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

Connect more apps to your Lofty + Microsoft Dynamics 365 CRM flow

Sync your core real estate data with marketing lists, contracts, client notifications, and cloud storage the moment an event triggers. Pick a combination and activate it in one click.

Facebook Lead Ads (4)

Mailchimp (4)

Microsoft Outlook (4)

DocuSign (4)

Slack (4)

Google Drive (4)

Add every new Facebook Lead Ads lead to Lofty, and create a lead in Microsoft Dynamics 365 CRM

New Facebook Lead Ads leads land in Lofty and Microsoft Dynamics 365 CRM simultaneously without manual entry.

When a Facebook Lead Ads lead arrives, update the Lofty lead record and update the Microsoft Dynamics 365 CRM contact

Keep existing records current across Lofty and Microsoft Dynamics 365 CRM whenever a Facebook lead updates.

Search for a lead in Lofty when a Facebook Lead Ads lead is created, and create an account in Microsoft Dynamics 365 CRM

Check existing Lofty records and establish new business accounts in Microsoft Dynamics 365 CRM from ad leads.

Use ChatGPT to review Facebook Lead Ads leads, create a lead in Lofty, and update the Microsoft Dynamics 365 CRM lead

AI evaluates ad submissions before creating your Lofty lead and updating Microsoft Dynamics 365 CRM records.

When a new lead is created in Lofty, add a subscriber in Mailchimp, and create a lead in Microsoft Dynamics 365 CRM

Add new real estate leads to your Mailchimp email list and Microsoft Dynamics 365 CRM simultaneously.

When a Mailchimp subscriber is updated, update the lead in Lofty and update the Microsoft Dynamics 365 CRM contact

Sync contact preference updates from Mailchimp back to Lofty and Microsoft Dynamics 365 CRM.

If a Lofty lead pipeline changes, add a subscriber in Mailchimp and create an opportunity in Microsoft Dynamics 365 CRM

Trigger targeted email campaigns and create CRM sales opportunities when real estate pipelines advance.

Use Claude to summarise Mailchimp campaign engagement, add a note in Lofty, and update the Microsoft Dynamics 365 CRM contact

AI analyses email engagement and logs insights into Lofty and Microsoft Dynamics 365 CRM.

When an email is received in Microsoft Outlook, create a lead in Lofty and create a lead in Microsoft Dynamics 365 CRM

Turn inbound email enquiries into active leads in Lofty and Microsoft Dynamics 365 CRM automatically.

When a new lead is created in Lofty, send an email in Microsoft Outlook and create a contact in Microsoft Dynamics 365 CRM

Greet new Lofty leads with an Outlook email and establish their contact profile in Microsoft Dynamics 365 CRM.

When a transaction is created in Lofty, send a notification in Microsoft Outlook and create a sales order in Microsoft Dynamics 365 CRM

Notify stakeholders via Outlook and log new sales orders in Microsoft Dynamics 365 CRM upon transaction creation.

Use Gemini to analyse Outlook client enquiries, add a note in Lofty, and update the Microsoft Dynamics 365 CRM case

AI processes inbound Outlook messages and updates notes in Lofty and cases in Microsoft Dynamics 365 CRM.

When a DocuSign envelope is completed, create a transaction in Lofty and create a sales order in Microsoft Dynamics 365 CRM

Automatically log signed real estate agreements as transactions in Lofty and sales orders in Microsoft Dynamics 365 CRM.

When a transaction is updated in Lofty, send a DocuSign envelope and update the Microsoft Dynamics 365 CRM opportunity

Dispatch closing documents via DocuSign and update Microsoft Dynamics 365 CRM opportunities when Lofty transactions change.

If a DocuSign agreement is signed, add a note in Lofty and update the Microsoft Dynamics 365 CRM account

Record signed contract notes in Lofty and update account statuses in Microsoft Dynamics 365 CRM.

Use Perplexity to extract key clauses from completed DocuSign documents, update Lofty transactions, and update Microsoft Dynamics 365 CRM quotes

AI extracts critical contract data from DocuSign to update Lofty transactions and Microsoft Dynamics 365 CRM quotes.

When a new lead is created in Lofty, create a lead in Microsoft Dynamics 365 CRM and notify your team in Slack

Instantly notify your sales channel in Slack when a new Lofty lead syncs to Microsoft Dynamics 365 CRM.

When a transaction is created in Lofty, log a sales order in Microsoft Dynamics 365 CRM and announce it in Slack

Celebrate closed deals by logging sales orders in Microsoft Dynamics 365 CRM and announcing them in Slack.

If a Lofty lead pipeline stage changes, update the Microsoft Dynamics 365 CRM opportunity and alert your team in Slack

Keep sales reps updated in Slack when Lofty lead pipelines progress to advanced stages in Microsoft Dynamics 365 CRM.

Use ChatGPT to summarise Lofty lead notes, update the Microsoft Dynamics 365 CRM contact, and post a briefing in Slack

AI summarises client notes and shares key briefings across Microsoft Dynamics 365 CRM and Slack.

When a new lead is created in Lofty, create a folder in Google Drive and create a lead in Microsoft Dynamics 365 CRM

Organise client documents in Google Drive while syncing lead data to Lofty and Microsoft Dynamics 365 CRM.

When a transaction is created in Lofty, upload agreement files to Google Drive and create a sales order in Microsoft Dynamics 365 CRM

Secure transaction files in Google Drive and record sales orders in Microsoft Dynamics 365 CRM automatically.

If a Lofty lead pipeline stage changes, create a subfolder in Google Drive and update the Microsoft Dynamics 365 CRM account

Create document subfolders in Google Drive and update account records in Microsoft Dynamics 365 CRM when pipelines advance.

Use Gemini to analyse documents in Google Drive, add a note in Lofty, and update the Microsoft Dynamics 365 CRM contact

AI evaluates Google Drive documents and updates client notes in Lofty and Microsoft Dynamics 365 CRM.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Lofty

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM Triggers & Actions

Sales order is created in Microsoft Dynamics 365 CRM

Try it →

Contact is updated in Microsoft Dynamics 365 CRM

Triggers the automation when a contact is updated

Try it →

Contact is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new contact is created

Try it →

Account is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new account is created

Try it →

Account is updated in Microsoft Dynamics 365 CRM

Triggers the automation when an account is updated

Try it →

Opportunity is created in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

Try it →

Opportunity is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

Try it →

Case is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new case is created

Try it →

Case is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any case is updated

Try it →

Lead is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new lead is created

Try it →

Lead is updated in Microsoft Dynamics 365 CRM

Triggers the automation when the lead information is updated

Try it →

Quote is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any quote is updated

Try it →

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 Lofty + Microsoft Dynamics 365 CRM?

Streamline your real estate operations by connecting Lofty lead and transaction data directly to Microsoft Dynamics 365 CRM records.

Get Started For Free

🔄

Sync new leads automatically

Instantly create a Microsoft Dynamics 365 CRM lead whenever a new lead is created in Lofty. Eliminate manual data entry and ensure your sales team can follow up immediately.

📋

Capture complete transaction details

Map all property details, notes, and transaction statuses from Lofty straight into Microsoft Dynamics 365 CRM records. Keep your entire team aligned on every deal milestone.

🔔

Alert your sales team instantly

Notify your agents the moment a high-value real estate lead syncs from Lofty into Microsoft Dynamics 365 CRM. Speed up response times and boost conversion rates.

🔀

Route leads based on pipeline stages

Trigger different actions in Microsoft Dynamics 365 CRM depending on how a lead's pipeline stage changes in Lofty. Tailor your workflows to match your exact sales process.

✏️

Keep records updated in real time

Automatically update Microsoft Dynamics 365 CRM contacts and accounts whenever corresponding lead or transaction details are modified in Lofty. Prevent outdated information.

🔍

Search and prevent duplicate entries

Search existing database records before creating new leads or accounts in Microsoft Dynamics 365 CRM. Maintain a clean and organised client directory.

📑

Manage later deal milestones

Handle completed transactions, updated quotes, and closed sales orders across both platforms without manual tracking. Ensure financial records stay accurate.

💬

Extend workflows with Slack

Connect Lofty and Microsoft Dynamics 365 CRM to Slack to broadcast real-time updates and deal closures directly to your internal team channels.

And much more...

Who is Lofty + Microsoft Dynamics 365 CRM integration for?

Real estate professionals and sales teams connecting Lofty to Microsoft Dynamics 365 CRM means eliminating manual data entry, keeping pipelines accurate, and accelerating deal closures.

Real estate analysts

Sales development reps

Account managers

Brokerage operations teams

Transaction coordinators

CRM administrators

📈

Real estate analysts

You rely on accurate transaction and lead metrics to forecast market performance, but manual export delays mean your dashboard reports are always outdated — this integration means every new deal and lead syncs instantly and your analytics stay current.

⚡

Sales development reps

You need to engage prospective home buyers within minutes of enquiry, but leads trapped in Lofty take hours to reach your sales CRM — with this integration, every new lead lands in Microsoft Dynamics 365 CRM instantly and your response times drop.

🤝

Account managers

You report on client onboarding progress to stakeholders who demand up-to-date pipeline visibility, but missing syncs create blind spots in your records — automating both apps means every transaction and account status updates without manual intervention.

🏢

Brokerage operations teams

You handle high volumes of daily property leads and contract submissions that overwhelm manual entry processes, leading to costly data gaps — this integration means high-volume workloads flow seamlessly between platforms without human error.

🔄

Transaction coordinators

You own the handoff between initial property enquiries and closed escrow stages, but depend on upstream teams to manually log data between systems — connecting these apps means every pipeline update transfers automatically to your CRM.

🗂️

CRM administrators

You need a pristine, reliable history of all client interactions and sales orders, but disconnected tools create fragmented records across databases — automating both apps means your Microsoft Dynamics 365 CRM and Lofty environments stay perfectly synchronised.

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 Microsoft Dynamics 365 CRM + Lofty

Build and manage your Microsoft Dynamics 365 CRM + Lofty automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Microsoft Dynamics 365 CRM + 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?

Select Automation

Connect Accounts

That’s it! You just connected Google Sheets to Trello

Automation is ready

Connect Microsoft Dynamics 365 CRM + Lofty Now

In Just 1 Click!

Price Comparison with Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2

ProductHunt

Most upvoted product of the month

▲ 2000+

Connect Microsoft Dynamics 365 CRM + Lofty Now

In Just 1 Click!

Frequently Asked Questions

How do I connect Lofty to Microsoft Dynamics 365 CRM?

You can connect Lofty to Microsoft Dynamics 365 CRM in one click using pre-built workflows on Integrately. Simply select your automation template, authenticate both accounts, and start syncing your leads and transactions instantly.

Can I automatically sync new Lofty leads into Microsoft Dynamics 365 CRM?

Can I connect Lofty, Microsoft Dynamics 365 CRM, and Slack?

What is a good Zapier alternative for Lofty and Microsoft Dynamics 365 CRM?

How does Lofty handle transaction data during integration?

Can Microsoft Dynamics 365 CRM trigger updates in Lofty?

Do I need coding skills to automate Lofty and Microsoft Dynamics 365 CRM?

Is the Lofty and Microsoft Dynamics 365 CRM 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 Lofty or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Popular Lofty Integrations

Connect Lofty to marketing platforms, calendar tools, and document managers to capture and nurture every client interaction.

See All
Lofty Integrations

No popular apps found

Popular Microsoft Dynamics 365 CRM Integrations

Sync Microsoft Dynamics 365 CRM with analytics, customer support, and billing software to keep business data unified across your stack.

See All
Microsoft Dynamics 365 CRM Integrations

No popular apps found

Microsoft Dynamics 365 CRM + Lofty Integration

Integrate Lofty to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture new enquiries, update your CRM records, alert your sales team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Lofty + Microsoft Dynamics 365 CRM Integration

Capture leads, organise details, keep your CRM updated, alert your team, and send follow-ups, all in just one click.

Create Lofty lead for new Microsoft Dynamics 365 CRM contact

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

Connect more apps to your Lofty + Microsoft Dynamics 365 CRM flow

Sync your core real estate data with marketing lists, contracts, client notifications, and cloud storage the moment an event triggers. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Lofty

Mix and match to build the exact automation you need

What can you automate with Lofty + Microsoft Dynamics 365 CRM?

Streamline your real estate operations by connecting Lofty lead and transaction data directly to Microsoft Dynamics 365 CRM records.

Who is Lofty + Microsoft Dynamics 365 CRM integration for?

Real estate professionals and sales teams connecting Lofty to Microsoft Dynamics 365 CRM means eliminating manual data entry, keeping pipelines accurate, and accelerating deal closures.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Lofty

Build and manage your Microsoft Dynamics 365 CRM + 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 Lofty or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Dynamics 365 CRM + Lofty Integration

Integrate Lofty to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture new enquiries, update your CRM records, alert your sales team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Lofty + Microsoft Dynamics 365 CRM Integration

Capture leads, organise details, keep your CRM updated, alert your team, and send follow-ups, all in just one click.

Create Lofty lead for new Microsoft Dynamics 365 CRM contact

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

Connect more apps to your Lofty + Microsoft Dynamics 365 CRM flow

Sync your core real estate data with marketing lists, contracts, client notifications, and cloud storage the moment an event triggers. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Lofty

Mix and match to build the exact automation you need

What can you automate with Lofty + Microsoft Dynamics 365 CRM?

Streamline your real estate operations by connecting Lofty lead and transaction data directly to Microsoft Dynamics 365 CRM records.

Who is Lofty + Microsoft Dynamics 365 CRM integration for?

Real estate professionals and sales teams connecting Lofty to Microsoft Dynamics 365 CRM means eliminating manual data entry, keeping pipelines accurate, and accelerating deal closures.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Lofty

Build and manage your Microsoft Dynamics 365 CRM + 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 Lofty or Microsoft Dynamics 365 CRM 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