Real Geeks + Lofty Integration

Integrate Lofty to Real Geeks in one click, or tell Integrately AI how you want each lead handled. Sync new leads, update your CRM, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Real Geeks
    Lead is created in Real Geeks
  • 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
Arrow Right
2.
  • Real Geeks
    Create a lead in Real Geeks
  • Lofty
    Get transaction by lead id and transaction id in Lofty
  • Lofty
    Create transaction in Lofty
  • Lofty
    Update transaction 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 + Real Geeks Integration

Capture leads, sync details, update your CRM, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Real Geeks + Lofty Integration

Create Lofty lead for new Real Geeks 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 Real Geeks - Lofty integration, anytime a new Real Geeks 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 + Real Geeks flow

Route leads from additional channels into your core pair, alert your team, and schedule follow-ups. Pick a combination and activate it in one click.

Real Geeks
Lofty
+
Facebook Lead AdsFacebook Lead Ads (3)
+
Google CalendarGoogle Calendar (2)
+
MailchimpMailchimp (2)
+
TwilioTwilio (2)
+
Google SheetsGoogle Sheets (2)
+
CalendlyCalendly (2)
F
L
R
Add every Facebook Lead Ads lead to Lofty, and create a lead in Real Geeks instantly.
Facebook Lead Ads submissions appear in Lofty and Real Geeks the moment they arrive so your sales team can follow up without manual data entry.
F
L
R
When a Facebook Lead Ads lead is created, create a lead in Lofty and add a note in Lofty.
Capture Facebook Lead Ads leads inside Lofty with custom notes instantly added for context.
F
R
L
When a Facebook Lead Ads lead arrives, create a lead in Real Geeks and update the lead in Lofty.
Synchronise Facebook Lead Ads submissions across Real Geeks and Lofty without manual intervention.

Supported triggers and actions for Real Geeks and Lofty

Mix and match to build the exact automation you need

Real Geeks
Real Geeks Triggers & Actions
Lead is created in Real Geeks
Triggers the automation when a new lead is created
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Create a lead in Real Geeks
Creates a new lead
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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
Try it →
Instant
Lead pipeline is changed in Lofty
Triggers the automation when the pipeline associated with the lead is changed
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Get transaction by lead id and transaction id in Lofty
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Create transaction in Lofty
Try it →
Update transaction in Lofty
Try it →
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 + Real Geeks?

Streamline lead synchronization, pipeline tracking, and transaction management between Lofty and Real Geeks.

What you can automate?
🔄
Sync new leads between Lofty and Real Geeks
Automatically create a lead in Real Geeks the moment a new lead is created or updated in Lofty. Keep your real estate platforms synchronized without manual copying.
📝
Capture every submitted lead detail
Map complete contact information, property preferences, and campaign data into both systems. Ensure your agents see the full context for every inquiry.
🔔
Notify agents the second a lead arrives
Trigger instant team notifications and follow-up reminders when new leads hit your databases. Improve response times and convert more real estate prospects.
🔀
Route leads based on pipeline stage
Perform different actions depending on whether a lead pipeline changes or a transaction status updates in Lofty. Tailor your follow-up workflows by deal phase.
📊
Keep records updated as leads evolve
Automatically update lead details and transaction records across both platforms whenever client information changes in Lofty or Real Geeks.
🔍
Search and update instead of creating duplicates
Check existing records before creating new entries to prevent duplicate contacts in your real estate databases. Maintain clean contact histories.
💼
Manage transactions and lead pipelines
Create and update transactions or track lead pipeline changes across both systems to keep sales and closing operations fully aligned.
📅
Extend workflows to external apps
Connect your Lofty and Real Geeks data flow to Google Sheets, Calendly, or messaging tools to automate calendar bookings and backup reporting.
And much more...

Who is Lofty + Real Geeks integration for?

Real estate professionals, sales managers, and transaction coordinators who need synchronized lead management across Lofty and Real Geeks.

Real estate sales managers
Real estate sales managers
Real estate agents
Real estate agents
Brokerage owners
Brokerage owners
High-volume lead generators
High-volume lead generators
Inside sales associates
Inside sales associates
Transaction coordinators
Transaction coordinators
📈
Real estate sales managers
You review pipeline reports every morning but your lead counts are delayed because agents log contacts by hand, so the metrics you are optimising against are always a few hours behind — with this integration, every new lead lands in both systems instantly and your numbers stay current.
Real estate agents
You need to reach out to new buyers within minutes of inquiry, but you find out about web leads long after registration because contact data sits trapped in separate platforms — with this integration, every lead notification fires immediately so you can make first contact while interest is high.
🏛️
Brokerage owners
You answer to partners and stakeholders who expect clean progress records across all marketing channels, but manual data transfers leave missing gaps in client histories — with this integration, lead creation and pipeline updates happen automatically without administrative friction.
🚀
High-volume lead generators
You generate hundreds of property inquiries weekly from digital campaigns, but the sheer volume makes manual data entry impossible to keep up with — with this integration, automated syncing handles every submission without dropping records.
🤝
Inside sales associates
You own initial lead qualification and depend on upstream marketing systems to hand over complete contact dossiers, but incomplete hand-offs stall your outreach — with this integration, every submitted field arrives intact for immediate qualification.
📋
Transaction coordinators
You need a reliable audit trail of lead creation and pipeline movement for every deal, but fragmented records force you to cross-reference multiple dashboards daily — with this integration, every stage change is logged uniformly across your platforms.
Our team

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Why choose Integrately to automate Real Geeks + Lofty

Build and manage your Real Geeks + 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 Real Geeks + 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Lofty to Real Geeks?
Frequently Asked Questions
You can connect Lofty to Real Geeks in 1 click using ready templates on Integrately, or use Integrately AI to build your custom workflow. Bring in apps like Facebook Lead Ads and Google Sheets to complete your setup.
Can I automatically sync new Lofty leads to Real Geeks?
Frequently Asked Questions
Can I connect Lofty, Real Geeks, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Lofty and Real Geeks?
Frequently Asked Questions
How does Lofty handle lead and transaction updates in this integration?
Frequently Asked Questions
Can Real Geeks trigger actions in Lofty automatically?
Frequently Asked Questions
Do I need coding skills to automate Lofty and Real Geeks?
Frequently Asked Questions
Is the Lofty and Real Geeks integration free?
Frequently Asked Questions
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You Can Also Connect Lofty or Real Geeks With 1500+ Other Apps

Lofty
Popular Lofty Integrations
Connect Lofty to customer relationship management, email marketing, and communication tools to manage your real estate pipeline.
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Real Geeks
Popular Real Geeks Integrations
Sync Real Geeks with reporting tools, spreadsheets, and calendar apps to keep sales data active across your stack.