Microsoft Outlook + Lofty Integration

Integrate Lofty to Microsoft Outlook in one click, or tell Integrately AI how you want each lead handled. Capture every new lead, create corresponding contacts, update your calendar events, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Outlook
    Contact is updated in Microsoft Outlook
  • Microsoft Outlook
    Email is received in Microsoft Outlook
  • Microsoft Outlook
    Email is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is started in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is updated in Microsoft Outlook
  • Microsoft Outlook
    Contact is created in Microsoft Outlook
  • 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.
  • Microsoft Outlook
    Delete contact in Microsoft Outlook
  • Microsoft Outlook
    Send email in Microsoft Outlook
  • Microsoft Outlook
    Create event in Microsoft Outlook
  • Microsoft Outlook
    Create contact in Microsoft Outlook
  • Microsoft Outlook
    Update contact in Microsoft Outlook
  • Microsoft Outlook
    Search contact in Microsoft Outlook
  • Microsoft Outlook
    Create draft email in Microsoft Outlook
  • Microsoft Outlook
    Search event in Microsoft Outlook
  • Microsoft Outlook
    Update event in Microsoft Outlook
  • Microsoft Outlook
    Get attachments in Microsoft Outlook
  • Lofty
    Update transaction in Lofty
  • Lofty
    Create transaction in Lofty
  • Lofty
    Get transaction by lead id and transaction id 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 Lofty + Microsoft Outlook Integration

Capture leads, create contacts, schedule calendar events, and send follow-up emails, all in just one click.

Most popular automationmost-popular-automations
Microsoft Outlook + Lofty Integration

Create Lofty lead for new Microsoft Outlook 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 Outlook - Lofty integration, anytime a new Microsoft Outlook 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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Connect more apps to your Lofty + Microsoft Outlook flow

Send documents, schedule meetings, and notify your team the moment your core workflow runs. Pick a combination and activate it in one click.

Microsoft Outlook
Lofty
+
DocuSignDocuSign (3)
+
CalendlyCalendly (3)
+
ZapierZapier (3)
+
AsanaAsana (3)
+
Google DriveGoogle Drive (3)
+
SlackSlack (3)
L
D
M
Send a DocuSign envelope for every new Lofty lead, and create a contact in Microsoft Outlook
New Lofty leads trigger an instant DocuSign agreement and create a Microsoft Outlook contact, removing manual paperwork.
L
D
M
When a Lofty transaction is updated, send a DocuSign agreement and update a contact in Microsoft Outlook
Transaction updates in Lofty automatically dispatch DocuSign paperwork and update your Microsoft Outlook records.
L
D
M
When a Lofty lead pipeline changes, send a DocuSign document and update an event in Microsoft Outlook
Pipeline stage changes in Lofty trigger DocuSign agreements and update your Microsoft Outlook calendar events.

Supported triggers and actions for Microsoft Outlook and Lofty

Mix and match to build the exact automation you need

Microsoft Outlook
Microsoft Outlook Triggers & Actions
Contact is updated in Microsoft Outlook
Triggers the automation when a contact is updated
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Email is received in Microsoft Outlook
Triggers the automation when an email is received
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Email is created in Microsoft Outlook
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Outlook
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Outlook
Triggers the automation when a new contact is created
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Delete contact in Microsoft Outlook
Removes a contact from the address book
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Send email in Microsoft Outlook
Sends an email to a recipient
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Create event in Microsoft Outlook
Adds a new contact to the contact list
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Create contact in Microsoft Outlook
Adds a new contact to the database
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Update contact in Microsoft Outlook
Updates contact information with new details
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Search contact in Microsoft Outlook
Finds and retrieves contact information
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Create draft email in Microsoft Outlook
Adds a new contact to the contact list
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Search event in Microsoft Outlook
Conduct a search for events based on particular criteria
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Update event in Microsoft Outlook
Updates event details with the latest information
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Get attachments in Microsoft Outlook
Retrieves attachments from emails and save them to a designated location
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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
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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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Update transaction in Lofty
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Create transaction in Lofty
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Get transaction by lead id and transaction id in Lofty
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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 Lofty + Microsoft Outlook?

Streamline your real estate operations by connecting Lofty triggers to powerful Microsoft Outlook actions.

What you can automate?
👤
Sync new Lofty leads directly to Microsoft Outlook contacts
Automatically create a Microsoft Outlook contact the moment a new lead is created in Lofty. Eliminate manual data entry and ensure your contact list is always up to date.
📋
Capture every submitted lead detail and custom field
Map all available lead information from Lofty into your Microsoft Outlook contact fields and calendar events. Maintain comprehensive records for every prospective home buyer.
🔔
Notify your team as soon as a lead arrives
Send instant emails or calendar notifications in Microsoft Outlook whenever a new Lofty lead is registered. Empower your sales team to respond within minutes.
🔀
Route records based on specific lead pipeline stages
Execute different actions in Microsoft Outlook depending on how a lead's pipeline status changes in Lofty. Handle active buyers and closed transactions appropriately.
🔄
Keep Microsoft Outlook updated when Lofty transactions change
Automatically update corresponding contact records and calendar events in Microsoft Outlook whenever transaction data is modified or created in Lofty.
🔍
Search and update existing records without duplicates
Search for existing contacts in Microsoft Outlook before creating new entries, preventing duplicate profiles and keeping your database clean.
📅
Manage calendar events for pipeline stage milestones
Automatically create or update Microsoft Outlook calendar events when transaction deadlines or lead pipeline changes occur in Lofty.
💬
Extend your workflow with team communication tools
Connect your Lofty and Microsoft Outlook core automation with Slack to broadcast real-time updates to your entire real estate brokerage channel.
And much more...

Who is Lofty + Microsoft Outlook integration for?

Real estate professionals, sales agents, and operational teams connect Lofty and Microsoft Outlook to eliminate manual data entry, streamline client follow-ups, and keep schedules synchronized.

Real estate analysts
Real estate analysts
Sales agents
Sales agents
Account managers
Account managers
Brokerage operations teams
Brokerage operations teams
Closing coordinators
Closing coordinators
Compliance officers
Compliance officers
📈
Real estate analysts
You report on lead metrics and pipeline status, but your tracking tools only update when someone manually exports data, so the reports you present are always outdated — with this integration, every new lead lands in Microsoft Outlook instantly and your pipeline data stays current.
Sales agents
You need to act fast on new prospective buyers, but you find out about inquiries hours too late, so deals go cold before you reach out — with this integration, every new Lofty lead triggers an instant Microsoft Outlook notification and your response time drops.
🤝
Account managers
You answer to clients who want constant visibility into property transactions, but pulling manual updates takes hours away from client calls — with this integration, every Lofty transaction update syncs straight to Microsoft Outlook and your client communication runs smoothly.
📊
Brokerage operations teams
The volume of daily leads and property transactions is too high for anyone to keep up by hand, leading to missed follow-ups and unorganised records — with this integration, every Lofty lead and transaction is automatically managed in Microsoft Outlook without manual effort.
🎯
Closing coordinators
You own the closing stage and depend on agents to hand over complete transaction files, but information gets lost between platforms — with this integration, every Lofty transaction detail flows directly into Microsoft Outlook so you can start closing work immediately.
🗂️
Compliance officers
You need a reliable, unalterable history of all client communications and lead updates, but keep finding gaps in your records — with this integration, every Lofty activity is logged automatically in Microsoft Outlook and your audit trail stays complete.
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Why choose Integrately to automate Microsoft Outlook + Lofty

Build and manage your Microsoft Outlook + 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 Microsoft Outlook + 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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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Lofty to Microsoft Outlook?
Frequently Asked Questions
You can connect Lofty to Microsoft Outlook in one click using pre-built workflows on Integrately, or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically sync new Lofty leads to Microsoft Outlook contacts?
Frequently Asked Questions
Can I connect Lofty, Microsoft Outlook, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lofty and Microsoft Outlook?
Frequently Asked Questions
How are Lofty transactions updated in Microsoft Outlook?
Frequently Asked Questions
Can Microsoft Outlook calendar events trigger updates in Lofty?
Frequently Asked Questions
Do I need coding skills to automate Lofty and Microsoft Outlook?
Frequently Asked Questions
Is the Lofty and Microsoft Outlook integration free?
Frequently Asked Questions
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You Can Also Connect Lofty or Microsoft Outlook With 1500+ Other Apps

Lofty
Popular Lofty Integrations
Connect Lofty to CRMs, marketing platforms, and analytics tools to manage your real estate pipeline and scale sales.
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Microsoft Outlook
Popular Microsoft Outlook Integrations
Sync Microsoft Outlook with project management, customer support, and invoicing tools to keep your business communications connected.