Update Lofty lead from new TidyCal event
TidyCal + Lofty Integration
Lofty + TidyCal Integration
Integrate Lofty to TidyCal in one click, or tell Integrately AI how you want each booking handled. Create your Lofty lead, update your pipeline, log contact details, and trigger follow-up notifications automatically.
Free forever.Use premium features free for 14 days.1.
Transaction is created or updated in Lofty Instant- Lead is created or updated in Lofty Instant
- Lead pipeline is changed in Lofty Instant
Booking is created in TidyCal- Booking is cancelled in TidyCal
- Contact is created in TidyCal
2.
- 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 + TidyCal Integration
Capture TidyCal bookings, create Lofty leads, update pipeline stages, and alert your team, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Lofty + TidyCal flow
Send instant client confirmations, log appointment records, trigger marketing sequences, and notify your team the moment a new booking arrives. Pick a combination and activate it in one click.
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Gmail (8)
Gmail (8) +
Google Calendar (8)
Google Calendar (8) +
Mailchimp (8)
Mailchimp (8) +
DocuSign (8)
DocuSign (8) +
Slack (8)
Slack (8) +
Twilio (8)
Twilio (8) T
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Create a Lofty lead from every TidyCal booking, and send a confirmation email in Gmail.
New TidyCal bookings instantly generate Lofty leads while Gmail sends a welcoming confirmation message, eliminating manual entry and delayed replies.
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Notify your team via Gmail when a contact is created in TidyCal and added to Lofty.
Every TidyCal contact syncs to Lofty as a new lead, and Gmail alerts your team instantly.
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When a TidyCal booking is cancelled, update the Lofty transaction and email the client in Gmail.
Cancelled meetings update your Lofty records and trigger an email in Gmail without manual tracking.
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Create a draft email in Gmail after creating a Lofty lead from a TidyCal booking.
Prepare personalised follow-up messages automatically in Gmail whenever a new Lofty lead is generated from TidyCal.
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If a TidyCal booking is marked urgent, create a priority Lofty lead and email your manager in Gmail.
Urgent booking requests create priority leads in Lofty and dispatch immediate manager notifications through Gmail.
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When a Lofty lead pipeline changes after a TidyCal meeting, email the update via Gmail.
Pipeline shifts trigger automated summary emails in Gmail to keep stakeholders informed of lead progress.
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Use Claude to summarise every TidyCal booking, create a Lofty lead, and email the brief in Gmail.
AI-generated summaries of TidyCal bookings populate Lofty leads and dispatch structured briefs via Gmail.
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Turn every TidyCal booking into a Lofty lead, log an email in Gmail, and notify Slack.
Comprehensive 4-app pipeline syncs TidyCal bookings to Lofty, drafts emails in Gmail, and alerts Slack.
Supported triggers and actions for Lofty and TidyCal
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 → TidyCal Triggers & Actions
What can you automate with Lofty + TidyCal?
Streamline your real estate scheduling and CRM updates with powerful, automated workflows.
🗓️
Sync every TidyCal booking to Lofty
Instantly create a new lead in Lofty the moment a client schedules a consultation in TidyCal. Eliminate manual data entry and ensure every prospect enters your pipeline immediately.
📝
Capture every submitted intake field
Map all custom questions and booking notes from TidyCal directly into corresponding Lofty lead fields. Your CRM records remain detailed and ready for agent review.
🔔
Alert your team instantly on chat
Notify your agents and sales channels the second a new booking is confirmed. Keep everyone aligned and ready for prompt client follow-ups.
🔀
Route leads based on appointment type
Trigger different CRM actions or priority tags depending on the specific consultation service selected in TidyCal. Ensure high-value prospects receive immediate attention.
🔄
Keep CRM pipelines updated automatically
Automatically update transaction stages in Lofty when meetings are completed or rescheduled in TidyCal. Your pipeline accurately reflects real-world progress.
🔍
Search and update existing records
Check if a contact already exists in Lofty before creating a new entry. Update existing records with fresh booking data to prevent duplicate contacts.
❌
Handle meeting cancellations seamlessly
Automatically update Lofty transaction statuses whenever a client cancels an appointment in TidyCal. Keep your schedule and CRM synchronized without manual work.
⚡
Extend your workflow to messaging apps
Connect your Lofty and TidyCal workflow with Gmail, Slack, or Twilio to send automated SMS texts or email confirmations alongside your CRM updates.
And much more...
Who is Lofty + TidyCal integration for?
Real estate professionals, sales teams, and agency leaders eliminate manual scheduling overhead and keep CRM pipelines perfectly synchronized with client meetings.
Real estate team leaders
Inside sales agents
Client success managers
High-volume brokerages
Showing assistants
Operations directors
📈
Real estate team leaders
You review booking conversion metrics every week, but your CRM pipeline data is always outdated because agents enter appointments by hand, so the numbers you're reporting against are hours behind — automating both apps means every new booking lands in your CRM instantly and your reporting stays accurate.
⚡
Inside sales agents
You need to reach out to new consultation requests within minutes, but you find out about bookings too late because calendar notifications get buried in your inbox — with this integration, every TidyCal appointment creates a Lofty lead instantly and alerts your team right away.
📋
Client success managers
You answer to buyers and sellers who want to see prompt appointment follow-ups, but manual data copying causes frustrating delays in your client onboarding workflow — connecting these apps means every consultation automatically populates your CRM records without manual effort.
🔄
High-volume brokerages
The volume of inbound consultation requests is too high for anyone to keep up with by hand, leading to missed client records and incomplete pipeline stages — automating both apps means every client submission is captured and routed without human error.
🤝
Showing assistants
You own the property tour and depend on whoever booked the call upstream to hand over accurate contact notes, but vital details constantly get lost in translation — with this integration, complete client data moves seamlessly from your calendar to your CRM.
🗂️
Operations directors
You need a reliable audit history of every client interaction and keep finding major gaps between scheduled bookings and CRM entries — automating both apps means your database maintains a complete and unbroken record of every consultation.
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 + TidyCal
Build and manage your Lofty + TidyCal automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Lofty + TidyCal 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
2
Connect Accounts
3
Automation is ready
Connect Lofty + TidyCal Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Lofty to TidyCal?
You can connect Lofty to TidyCal in 1-click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Gmail, Google Calendar, Slack, and 1,500+ other apps.
Can I automatically create Lofty leads from TidyCal bookings?
Can I connect Lofty, TidyCal, and Slack?
What is a good Zapier alternative for Lofty and TidyCal?
How does Lofty handle new lead data from calendar bookings?
How does TidyCal manage appointment cancellations with Lofty?
Do I need coding skills to automate Lofty and TidyCal?
Is the Lofty and TidyCal integration free?
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