Lofty + Salesforce Integration

Integrate Lofty to Salesforce in one click, or tell Integrately AI how you want each lead handled. Sync details across systems, update records, 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.
  • 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
  • Salesforce
    Field is updated on record in Salesforce
  • Salesforce
    Record is created in Salesforce
  • Salesforce
    Record is updated in Salesforce
  • Salesforce
    Lead is created in Salesforce
  • Salesforce
    Lead is updated in Salesforce
  • Salesforce
    Opportunity is created in Salesforce
  • Salesforce
    Opportunity is updated in Salesforce
  • Salesforce
    Task is created in Salesforce
  • Salesforce
    Task is updated in Salesforce
  • Salesforce
    Contact is updated in Salesforce
  • Salesforce
    Contact is created in Salesforce
  • Salesforce
    Account is created in Salesforce
  • Salesforce
    Account is updated in Salesforce
  • Salesforce
    Outbound message is received in Salesforce Instant
  • Salesforce
    Case is created in Salesforce
  • Salesforce
    Case is updated in Salesforce
  • Salesforce
    Quote is created in Salesforce
  • Salesforce
    Quote is updated in Salesforce
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2.
  • 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
  • Salesforce
    Search record using query in Salesforce
  • Salesforce
    Create record in Salesforce
  • Salesforce
    Get records by ID in Salesforce
  • Salesforce
    Update record in Salesforce
  • Salesforce
    Search record in Salesforce
  • Salesforce
    Create lead in Salesforce
  • Salesforce
    Update lead in Salesforce
  • Salesforce
    Search lead in Salesforce
  • Salesforce
    Create contact in Salesforce
  • Salesforce
    Update contact in Salesforce
  • Salesforce
    Search contact in Salesforce
  • Salesforce
    Create opportunity in Salesforce
  • Salesforce
    Update opportunity in Salesforce
  • Salesforce
    Search opportunity in Salesforce
  • Salesforce
    Add contact to campaign in Salesforce
  • Salesforce
    Add lead to campaign in Salesforce
  • Salesforce
    Create account in Salesforce
  • Salesforce
    Search account in Salesforce
  • Salesforce
    Update account in Salesforce
  • Salesforce
    Create task in Salesforce
  • Salesforce
    Update task in Salesforce
  • Salesforce
    Search task in Salesforce
  • Salesforce
    Get tasks by contact Id in Salesforce
  • Salesforce
    Create case in Salesforce
  • Salesforce
    Update case in Salesforce
  • Salesforce
    Search case in Salesforce
  • Salesforce
    Get events by contact Id in Salesforce
  • Salesforce
    Search quote in Salesforce

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Ready Workflows Ready Workflows for Lofty + Salesforce Integration

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

Most popular automationmost-popular-automations
Salesforce + Lofty Integration

Create Lofty lead for new Salesforce 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 Salesforce - Lofty integration, anytime a new Salesforce 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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Salesforce + Lofty Integration

Create Lofty lead for new Salesforce record

Automatically creating Lofty lead records for new Salesforce record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Got a different task in mind? Describe it

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

Connect more apps to your Lofty + Salesforce flow

Send your automated data into spreadsheets, marketing lists, agreements, schedules, messaging channels, and phone notifications. Pick a combination and activate it in one click.

Lofty
Salesforce
+
Google SheetsGoogle Sheets (3)
+
MailchimpMailchimp (2)
+
DocuSignDocuSign (2)
+
CalendlyCalendly (2)
+
SlackSlack (3)
+
TwilioTwilio (2)
L
S
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Add every new Lofty lead to Salesforce and log it in Google Sheets
New Lofty leads appear in Salesforce instantly and log straight into Google Sheets, eliminating manual data entry across systems.
L
S
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When a Lofty transaction is updated, update Salesforce and log the row in Google Sheets
Transaction updates in Lofty instantly refresh Salesforce records and record new entries in Google Sheets.
L
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Track Lofty pipeline stage changes in Salesforce and update Google Sheets
Lead pipeline shifts in Lofty automatically update Salesforce stages and log the progress in Google Sheets.

Supported triggers and actions for Lofty and Salesforce

Mix and match to build the exact automation you need

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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Salesforce
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
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Record is created in Salesforce
Triggers the automation when a new record is created
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Record is updated in Salesforce
Triggers the automation when any record is updated
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Lead is created in Salesforce
Triggers the automation when a new lead is created
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Lead is updated in Salesforce
Triggers the automation when the lead information is updated
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Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
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Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
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Task is created in Salesforce
Triggers the automation when a new task is created
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Task is updated in Salesforce
Triggers the automation when any task is updated
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Contact is updated in Salesforce
Triggers the automation when a contact is updated
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Contact is created in Salesforce
Triggers the automation when a new contact is created
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Account is created in Salesforce
Triggers the automation when a new account is created
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Account is updated in Salesforce
Triggers the automation when an account is updated
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Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
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Case is created in Salesforce
Triggers the automation when a new case is created
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Case is updated in Salesforce
Triggers the automation when any case is updated
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Quote is created in Salesforce
Triggers the automation when a new quote is created
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Quote is updated in Salesforce
Triggers the automation when any quote is updated
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Search record using query in Salesforce
Searches for a record using the query provided by the user
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Create record in Salesforce
Generates a new record
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Get records by ID in Salesforce
Retrieves a record based on its id
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Update record in Salesforce
Updates a record with new information
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Search record in Salesforce
Searches for a record within a given database
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Create lead in Salesforce
Generates new leads for potential customers
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Update lead in Salesforce
Updates the lead information
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Search lead in Salesforce
Retrieves information for a particular lead
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Create contact in Salesforce
Adds a new contact to the database
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Update contact in Salesforce
Updates contact information with new details
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Search contact in Salesforce
Finds and retrieves contact information
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Create opportunity in Salesforce
Creates a new instance of the support system
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Update opportunity in Salesforce
Updates the opportunity details as needed
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Search opportunity in Salesforce
Searches for a opportunity
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Add contact to campaign in Salesforce
Adds a contact to a campaign for targeted communication
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Add lead to campaign in Salesforce
Adds a new lead to a marketing campaign for targeted outreach
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Create account in Salesforce
Generates a new account
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Search account in Salesforce
Searches for account information
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Update account in Salesforce
Updates account information
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Create task in Salesforce
Creates a new task
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Update task in Salesforce
Updates the task with new information or changes
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Search task in Salesforce
Searches for a task
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Get tasks by contact Id in Salesforce
Retrieves tasks associated with a contact id
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Create case in Salesforce
Generates a new case entry
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Update case in Salesforce
Updates case details based on new information received
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Search case in Salesforce
Searches for a case record
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Get events by contact Id in Salesforce
Retrieves a list of events associated with a contact id
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Search quote in Salesforce
Searches for a quote
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What can you automate with Lofty + Salesforce?

Streamline your real estate workflows by syncing leads, transactions, and updates between Lofty and Salesforce automatically.

What you can automate?
🏠
Sync every new lead instantly
Create a record in Salesforce automatically whenever a new lead is created or updated in Lofty, eliminating manual data copying between platforms.
📝
Capture complete transaction details
Add transaction data from Lofty directly into Salesforce records so your sales pipeline reflects up-to-date property statuses and values.
🔄
Keep records updated across systems
Update Salesforce records automatically whenever lead pipeline changes occur in Lofty, maintaining perfect data consistency.
Trigger tasks on pipeline updates
Create tasks in Salesforce the moment a lead pipeline stage shifts in Lofty, ensuring timely follow-up actions.
🔍
Search and update existing records
Search for existing records in Salesforce before creating new ones, preventing duplicate entries for recurring contacts.
💼
Manage opportunities seamlessly
Create or update opportunities in Salesforce when transactions are created or updated in Lofty to track potential revenue accurately.
📊
Log notes and updates together
Add notes from Lofty into Salesforce records to keep client communication histories unified in one place.
🔗
Extend flows to external tools
Connect your Lofty and Salesforce core workflow with supporting apps like Slack or Google Sheets to alert your team on major updates.
And much more...

Who is Lofty + Salesforce integration for?

Connecting Lofty and Salesforce eliminates manual data entry across real estate pipelines, ensuring records stay current and teams act on accurate information instantly.

Sales Directors
Sales Directors
Real Estate Agents
Real Estate Agents
Operations Managers
Operations Managers
Brokerage Owners
Brokerage Owners
Sales Development Reps
Sales Development Reps
Compliance Officers
Compliance Officers
📈
Sales Directors
You're reviewing pipeline reports but your CRM data only updates when agents manually export leads, so the conversion metrics you rely on are always a few hours behind — with this integration, every new lead lands in Salesforce instantly and your dashboards stay current.
Real Estate Agents
You need to follow up with new property inquiries fast, but lead details get trapped in your technology platform until someone copies them over — automations like this mean every lead reaches Salesforce the moment it's created, so you can reach buyers immediately.
📋
Operations Managers
You answer to leadership who want to see transaction progress and lead flow across all channels, but disconnected apps leave blind spots in your tracking — this integration means every transaction change syncs automatically, giving you clear visibility into team performance.
🏢
Brokerage Owners
Your agent count and lead volumes are too high for anyone to keep client records updated by hand, leading to missed opportunities and scattered customer histories — with this integration, all Lofty data syncs directly into Salesforce without manual intervention.
🤝
Sales Development Reps
You own the initial outreach and depend on upstream lead capture to hand over complete contact profiles without missing details — connecting these apps means every lead profile arrives fully populated with correct phone numbers and emails.
📁
Compliance Officers
You need a reliable history of every transaction and client interaction, but manual entry keeps introducing gaps and errors in your audit trail — automating both apps means every record update is logged precisely when it happens.
Our team

Ready Workflows 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 + Salesforce

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

1,500+ apps connected
1,500+ apps connected
Connect Lofty + Salesforce 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
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Lofty to Salesforce?
Frequently Asked Questions
You can connect Lofty to Salesforce in 1 click using ready templates on Integrately, or ask Integrately AI to build your automation. It integrates smoothly with Google Sheets, Slack, and 1,500+ other apps.
Can I automatically sync Lofty leads to Salesforce?
Frequently Asked Questions
Can I connect Lofty, Salesforce, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lofty and Salesforce?
Frequently Asked Questions
How do Lofty transactions update Salesforce records?
Frequently Asked Questions
How does Salesforce handle lead and contact updates from Lofty?
Frequently Asked Questions
Can I automate Lofty and Salesforce without coding?
Frequently Asked Questions
Is the Lofty and Salesforce integration free?
Frequently Asked Questions
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You Can Also Connect Lofty or Salesforce With 1500+ Other Apps

Lofty
Popular Lofty Integrations
Connect Lofty to CRMs, marketing tools, and productivity platforms to manage and follow up on your real estate leads.
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Salesforce
Popular Salesforce Integrations
Sync Salesforce with analytics, communication, and finance tools to keep business data working across your stack.