

Lofty + Roll Integration
Integrate Lofty to Roll in one click, or tell Integrately AI how you want each lead handled. Capture real estate leads, create corresponding companies in Roll, set up projects, and track time automatically.
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Ready Workflows for Lofty + Roll Integration
Capture real estate leads, create companies, set up projects, track time records, and update your pipeline, 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 Lofty + Roll flow
Send lead details to spreadsheets, request client signatures, and notify your team instantly. Pick a combination and activate it in one click.


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Google Sheets (3)
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DocuSign (2)
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Gmail (2)
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HubSpot (2)
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Trello (2)
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Slack (2)
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Add every new Lofty lead to your Roll account, and log the details in Google Sheets.
New Lofty leads instantly create a Roll company and add a row in Google Sheets, removing all manual data entry.
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When a Lofty transaction is created or updated, create a Roll project and log it in Google Sheets.
Transaction updates in Lofty automatically generate Roll projects while updating your Google Sheets records.
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When a Lofty lead pipeline changes, search for the Roll company and update your Google Sheets records.
Pipeline stage shifts in Lofty update your Roll records and refresh your Google Sheets tracking instantly.
Supported triggers and actions for Lofty and Roll
Mix and match to build the exact automation you need

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 → 
Roll Triggers & Actions
What can you automate with Lofty + Roll?
Connect your real estate platform and business CRM to synchronise leads, manage projects, and keep financial tracking completely automated.
🏢
Create Roll companies from new Lofty leads
Automatically establish a new company profile in Roll the moment a lead is created or updated in Lofty. Eliminate manual data entry between your real estate platform and CRM.
📋
Capture every submitted transaction detail
Map all available transaction fields from Lofty into Roll projects and records rather than just basic names. Ensure complete data fidelity across your business tools.
🔔
Alert your team instantly on new leads
Trigger team notifications the second a high-value lead is registered or a transaction status changes. Keep agents and managers informed without manual status checks.
🔀
Route records based on pipeline stages
Perform different actions in Roll depending on whether a Lofty lead pipeline stage is active, pending, or closed. Tailor your workflows to match your actual sales process.
🔄
Keep records updated as transactions change
Automatically update existing Roll projects and company details whenever transaction milestones shift in Lofty. Prevent outdated information from stalling your operations.
🔍
Search and update to prevent duplicates
Check if a company or lead already exists in Roll before creating a new record. Maintain a clean database without manual deduplication work.
⏱️
Handle completed transactions and time records
Generate time records or project milestones in Roll when transactions reach completion in Lofty. Streamline your post-sale administration effortlessly.
💬
Extend your workflow to team messaging
Send formatted lead details and project updates directly to Slack channels alongside your core Lofty and Roll automation steps. Keep stakeholders in the loop.
And much more...
Who is Lofty + Roll integration for?
Real estate teams and business managers juggling property leads, client pipelines, and financial tracking need seamless data flow between Lofty and Roll to prevent administrative bottlenecks.
Real Estate Analysts
Sales Representatives
Project Managers
Lead Generation Specialists
Operations Coordinators
Finance Managers
📈
Real Estate Analysts
You're reviewing lead pipeline reports in Lofty, but transaction updates take hours to reflect in Roll because team members copy details by hand — with this integration, every new lead and transaction flows directly into your financial records and your pipeline reporting stays accurate.
⚡
Sales Representatives
You're receiving inbound property enquiries in Lofty, but client company records in Roll are created too late for you to log initial notes — automating both apps means company creation happens instantly so you can start following up without delay.
🤝
Project Managers
You're overseeing client onboarding after property sales close in Lofty, but project setups in Roll lag behind your deal schedule — connecting these apps means every new transaction instantly provisions your project workspace so client work begins right away.
🌊
Lead Generation Specialists
You're driving high volumes of buyer submissions into Lofty, but manual entry into Roll cannot keep pace with incoming traffic — automating both apps means every lead and transaction is captured immediately without creating administrative backlogs.
⚙️
Operations Coordinators
You depend on upstream lead handoffs from Lofty agents before you can establish operational accounts in Roll, but communication delays stall your workflow — this integration means every pipeline change triggers downstream actions automatically.
📋
Finance Managers
You need a reliable history of real estate transactions and company accounts, but manual entry leads to missing records between Lofty and Roll — automating both apps means your financial ledger and company database stay fully aligned.

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 Lofty + Roll
Build and manage your Lofty + Roll automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Lofty + Roll 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
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Connect Accounts
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Automation is ready
Connect Lofty + Roll Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Lofty to Roll?
You can connect Lofty to Roll in just 1 click using ready templates on Integrately, or ask Integrately AI to build your workflow. It links Lofty, Roll, and tools like Google Sheets and Slack instantly.
Can I automatically create Roll companies from new Lofty leads?
Can I connect Lofty, Roll, and Slack?
What is a good Zapier alternative for Lofty and Roll?
How does Lofty handle lead and transaction data during automation?
Can I manage Roll projects and time records from Lofty triggers?
Do I need coding skills to automate Lofty and Roll?
Is the Lofty and Roll 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?
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