Lofty + WhatsApp Integration

Integrate Lofty to WhatsApp in one click, or tell Integrately AI how you want each lead handled. Qualify real estate prospects, send instant WhatsApp messages, update your CRM records, and alert your team 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
  • WhatsApp
    Message is received in WhatsApp Instant
Arrow Right
2.
  • 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
  • WhatsApp
    Send message (using template) in WhatsApp
  • WhatsApp
    Send message in WhatsApp

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Ready WorkflowsReady Workflows   for Lofty + WhatsApp Integration

Capture leads, send instant WhatsApp messages, notify your agents, and track transactions, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 + WhatsApp flow

Connect your core real estate workflows to email, scheduling, and document tools to keep your entire pipeline moving. Pick a combination and activate it in one click.

Lofty
WhatsApp
+
GmailGmail (4)
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Google CalendarGoogle Calendar (4)
+
CalendlyCalendly (4)
+
DocuSignDocuSign (4)
+
SlackSlack (4)
+
StripeStripe (4)
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Send a welcome email via Gmail whenever a new Lofty lead is created and notified on WhatsApp
New Lofty leads receive an instant WhatsApp message while a welcome email goes out through Gmail, eliminating manual outreach delays.
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When a Lofty transaction is updated, send a WhatsApp confirmation and email the update via Gmail
Keep clients informed of property transaction changes via WhatsApp and Gmail without manual status emails.
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Use Claude to summarise every new Lofty lead, send a WhatsApp message, and email the brief via Gmail
Claude analyses new Lofty lead details before WhatsApp outreach and Gmail summary dispatch.
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When a Lofty lead pipeline stage changes, send a WhatsApp alert and notify your manager via Gmail
Pipeline stage changes trigger instant WhatsApp client updates and internal manager emails via Gmail.

Supported triggers and actions for Lofty and WhatsApp

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
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 →
Get transaction by lead id and transaction id in Lofty
Try it →
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
Try it →
Update lead in Lofty
Updates the lead information
Try it →
Search lead in Lofty
Retrieves information for a particular lead
Try it →
Add note in Lofty
Adds a note
Try it →
Get lead by Id in Lofty
Retrieves a lead's information based on their id
Try it →
WhatsApp
WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it →
Send message (using template) in WhatsApp
Sends a message using a template
Try it →
Send message in WhatsApp
Delivers a message to a designated recipient
Try it →

What can you automate with Lofty + WhatsApp?

Streamline your real estate operations by connecting lead creation, pipeline updates, and instant messaging into seamless workflows.

What you can automate?
💬
Send WhatsApp messages on new Lofty leads
Trigger instant WhatsApp outreach the moment a lead is created or updated in Lofty. Engage prospective buyers immediately without manual intervention.
📋
Capture every submitted lead detail
Map all available lead information from Lofty into your messaging templates and CRM records. Ensure no property preferences or contact numbers get missed.
🔔
Notify agents the second a lead arrives
Alert your sales team immediately when prospective buyers submit inquiries. Speed up response times and close deals faster.
🔀
Route messages based on pipeline stages
Send different WhatsApp templates depending on whether a lead is newly submitted, actively viewing, or ready for closing.
🔄
Keep transaction records up to date
Automatically sync transaction updates between Lofty and your communication channels. Maintain accurate records across your entire real estate stack.
🔍
Search and update records without duplicates
Check existing database entries before creating new records. Prevent duplicate leads and keep your Lofty CRM clean and organised.
📅
Handle later status and pipeline changes
Trigger automated WhatsApp notifications whenever a lead pipeline stage changes or a transaction milestone is reached.
🔌
Extend your workflow with Slack
Connect your core Lofty and WhatsApp flow to Slack to keep internal teams instantly updated on every new client interaction.
And much more...

Who is Lofty + WhatsApp integration for?

Real estate professionals, brokers, and sales teams use this integration to eliminate manual communication gaps and respond to every client instantly.

Performance marketers
Performance marketers
Real estate sales reps
Real estate sales reps
Client success managers
Client success managers
Inside sales teams
Inside sales teams
Transaction coordinators
Transaction coordinators
CRM administrators
CRM administrators
📈
Performance marketers
You're running lead generation campaigns but your pipeline stats only update when someone manually exports data from Lofty, so the conversion numbers you're optimising against are always a few hours behind — with this integration, every new lead triggers automated WhatsApp engagement instantly and your data stays current.
Real estate sales reps
You need to engage incoming property buyers immediately, but manual messaging delays cause prospects to look elsewhere while you catch up on administrative tasks — automating both apps means every new lead receives a WhatsApp message the second it arrives in Lofty.
📋
Client success managers
You answer to property sellers who expect real-time updates on transaction progress, but manual status emails leave frustrating gaps in your communication history — connecting these apps means every transaction update triggers an instant WhatsApp message to keep clients fully informed.
🚀
Inside sales teams
The volume of incoming property inquiries is too high for anyone to keep up with by hand, leading to missed follow-ups and uncontacted buyers — automating both apps means every inquiry generates an immediate WhatsApp response without slowing down your agents.
🤝
Transaction coordinators
You own the closing paperwork stage and depend on sales agents to hand over lead details on time, but manual handoffs frequently stall deals — with this integration, every pipeline stage change automatically moves your workflow forward without bottlenecks.
🗂️
CRM administrators
You need a reliable history of all client communications, but manual data entry leaves missing notes and incomplete contact records in your system — integrating these apps means every interaction is logged cleanly and your Lofty database remains entirely accurate.
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 + WhatsApp

Build and manage your Lofty + WhatsApp 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 + WhatsApp 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 WhatsApp?
Frequently Asked Questions
You can connect Lofty to WhatsApp in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Lofty, WhatsApp, Gmail, Slack, and 1,500+ other apps.
Can I automatically send a WhatsApp message when a new lead is created in Lofty?
Frequently Asked Questions
Can I connect Lofty, WhatsApp, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lofty and WhatsApp?
Frequently Asked Questions
How are Lofty leads and transactions handled in automation?
Frequently Asked Questions
How does WhatsApp Cloud API integrate with Lofty?
Frequently Asked Questions
Do I need coding skills to automate Lofty and WhatsApp?
Frequently Asked Questions
Is the Lofty and WhatsApp integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect Lofty or WhatsApp With 1500+ Other Apps

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