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Lofty Zapier integrationAutomate Lofty with Zapier.

The Lofty Zapier integration gives you 7 triggers, 5 actions and 1 search. Every trigger is instant, so a new lead or a transaction update reaches Zapier as soon as Lofty reports it, and the actions write leads and transactions back into your CRM.

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Overview

What the Lofty Zapier integration actually does

The Lofty Zapier integration connects Lofty, the CRM and tech suite real estate agents run their leads and deals in, to Zapier, a service that carries events from one app to another. It works both ways: Lofty can start an automation, and it can also receive leads and transaction changes from your other tools.

Three results show up again and again. A heads-up for every new lead: New Lead fires when a lead is assigned to you and posts it in the chat your team already watches, so nobody has to refresh the CRM. Documents that file themselves: Transaction File Uploaded passes each file added to a deal on to your file storage, where the rest of the paperwork lives. Leads from your website form, without retyping: Create Lead turns each form submission into a Lofty lead, with the option to send the welcome email at the same time.

What Zapier does not do for Lofty matters too. There is no delete action, so nothing removes a lead or a transaction from the CRM. The only search, Find Record, looks a record up by its Lofty ID and not by name or email. And Smart Plan Action only works for the accounts admitted to its beta.

If those limits weigh on your project, check the other platforms before building: the n8n vs Zapier and Make vs Zapier comparisons.

Vocabulary

Zapier words in one minute

Eight words carry the rest of this page. Here they are in plain terms, once.

Zap
The automation you build on Zapier: one trigger, then one or more actions that run every time the trigger event happens.
Trigger
The event in an app that starts the Zap. With Lofty it is a new lead, a lead moving segment or pipeline, or a transaction event.
Action
What the Zap does once it has started: the step that writes, sends or moves something for you, such as creating a lead in Lofty.
Task
The unit Zapier bills: one action your Zap completes successfully. Your plan counts those, and nothing else.
Polling vs instant
A polling trigger is checked by Zapier on a timer. An instant trigger is reported by the app itself the moment the event happens.
Filter
A step that lets the Zap go on only when what arrived meets the condition you set, and stops it there otherwise.
Search step
A step that looks up something already in an app, so the steps after it can use what it found. Find Record is the Lofty one.
Connection
Your Lofty account linked to Zapier once, then reused by every step of every Zap that touches Lofty.
Cost

What a Lofty Zap really costs

The Lofty trigger never costs a task. Only the actions that run after it are counted, and only when they succeed.

  • Lofty trigger0 tasks
  • Each successful action1 task
  • Free plan100 tasks per month, unlimited Zaps
  • Free plan Zap size2 steps: one trigger, one action
  • Premium appNo, Lofty works on the free plan

A Zap with three actions uses three times what a one-action Zap uses, and an action that fails is not counted. Lofty is not a premium app, so it works on the free plan, but that plan stops at two steps: one trigger, one action. Adding Find Record, a filter or a second action makes the Zap multi-step, which needs a paid plan. The grid below is how often Zapier checks polling triggers on each plan; it does not apply to the seven Lofty triggers, which are all instant.

Connect

Connect Lofty to Zapier in three steps

  1. 01

    Open your connections

    In Zapier, open the Apps page of your account and click + Add connection. All you need at this point is a Lofty account you can sign in to with your usual login.

  2. 02

    Pick Lofty

    Type Lofty in the search box of the dialog, select it in the results, then click Add connection. A new tab opens on the Lofty side for the last step.

  3. 03

    Sign in and grant access

    Sign in to Lofty in that tab and grant Zapier access to the account. If the leads or transactions you want to touch belong to a colleague, your login needs read or write rights on them.

First Zap

Your first Lofty Zap: new leads announced in your team chat

GoalEach lead newly assigned to you in Lofty posts a message in your team chat, as long as it passes the filter you set.

  1. 01

    Create the Zap

    Start a new Zap, pick Lofty as the app that starts it and New Lead as the event. Select the Lofty connection you added earlier.

  2. 02

    Test the trigger

    Run the test. Zapier brings back the three most recent items of your account, so map from a real lead rather than an empty sample.

  3. 03

    Add the filter

    Click the plus icon, choose Filter, then fill the three boxes: the field to look at, the rule, the value to compare with. Use a text rule for text and a number rule for numbers.

  4. 04

    Add the chat message

    Add the action of your chat tool and drop the lead's name and contact details into the message. Test the step and read what came back. To build the habit on your own Zaps, the Zapier training is the next stop.

  5. 05

    Publish

    Click Publish to switch the Zap on. The filter makes it a multi-step Zap, so it runs on a paid plan; drop the filter to keep it on the free plan.

Triggers

The 7 Lofty triggers

7 events start a Zap when something happens in Lofty, and 7 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Segment Changed

Instant trigger

In Zapier“Triggers when a lead is moved to the selected group.”

When a lead lands in the segment you picked, Lofty starts the Zap with that lead's details. Segments are how you sort leads in the CRM, so this trigger turns a sorting decision into an automatic next move.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
add the lead to the right list in your mailing tool as soon as someone moves it into a nurture segment.
Watch out
the segment is a required setting, so it has to exist in Lofty before you can choose it in the trigger.
2

Lead Pipeline Changed

Instant trigger

In Zapier“Triggers when a lead is moved to the selected pipeline.”

Moving a lead into the pipeline you selected sets off the Zap. It follows progress rather than arrivals: the lead already exists, it has just reached another stage of your process.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
create a follow-up task in your task tool each time a lead reaches the pipeline where a call is due.
Watch out
the pipeline is a required setting, so it has to exist in Lofty before you build the Zap.
3

New Transaction

Instant trigger

In Zapier“New transaction trigger”

A transaction created in Lofty starts the Zap, carrying the new deal into the next step. It is the entry point for everything that should happen once a deal is opened.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
open a matching row in the spreadsheet your team uses to follow deals.
Watch out
if the same Zap opens transactions itself with Create Transaction, it writes where its own trigger watches and sets itself off in a loop.
4

New Lead

Instant trigger

In Zapier“Triggers when a new lead is assigned to you. Does not work for lender-type accounts.”

This one reacts when a new lead is assigned to you, not when any lead appears in the account. The lead's details then flow into whatever step comes next.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
ping yourself in your team chat with the lead's name the moment it is yours to call.
Watch out
Lofty states that it does not work for lender-type accounts, so check your account type before relying on it.
5

Smart Plan Action

Instant trigger

In Zapier“Trigger this zap when a specific Smart Plan step with a unique "Zap Trigger ID" is run for a lead.”

Inside a Lofty Smart Plan, a step can hand over to Zapier. When that particular step runs for a lead, this trigger starts your Zap, which lets a Smart Plan reach tools Lofty does not cover.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
push a lead into your mailing tool at a precise point of a Smart Plan sequence.
Watch out
it needs the Zap Trigger ID created in the Smart Plan, and the feature is a beta for a select group of accounts.
6

Transaction File Uploaded

Instant trigger

In Zapier“Fires when a new file is uploaded to a Transaction in Lofty.”

Adding a file to a transaction in Lofty sets the Zap off with that file. The document can then travel wherever the rest of your records sit.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
save each new document into the deal's folder on your file storage, so the paperwork lives in one place.
Watch out
files already attached before you publish the Zap are never sent; only new uploads count.
7

Update Transaction

Instant trigger

In Zapier“Update transaction trigger”

An edit to an existing transaction starts the Zap, with the deal as it now stands. Pick it when what changes on a deal matters more than its creation.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
keep a deal tracker row in step whenever the stage or the name of a transaction moves.
Watch out
the Update Transaction action edits transactions too; using it in a Zap started here sets the Zap off again and again.
Actions

The 5 Lofty actions

Lofty gives you 5 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Lead

Action

In Zapier“Creates a new lead.”

Adds a new lead to Lofty from what an earlier step carried, so contacts from forms or ads enter the CRM directly.

When to use it
every entry on your website contact form should become a lead.
Watch out
a setting decides whether Lofty sends its welcome email to the new lead; choose on purpose.
2

Create Transaction

Action

In Zapier“Create Transaction Action”

Opens a transaction in Lofty, so a deal agreed elsewhere shows up in the CRM without retyping.

When to use it
a row marked as agreed in your spreadsheet should open a deal in Lofty.
Watch out
four fields are required (transaction name, lead first name, type and stage), so the earlier steps must supply all of them.
3

Update Lead

Action

In Zapier“Updates an existing lead.”

Changes the details of a lead that already exists in Lofty, keeping the CRM in line with what your other tools learn.

When to use it
a contact sends corrected details through a form, and Lofty should carry them too.
Watch out
the Zap must know which lead to edit; Find Record placed before it supplies that.
4

Update Transaction

Action

In Zapier“Update Transaction Action”

Edits an existing transaction, for example to move it to a new stage when something happens outside Lofty.

When to use it
a deal marked closed in your spreadsheet should change stage in Lofty as well.
Watch out
it asks for the same four required fields as Create Transaction, stage included.
5

API Request (Beta)

Action

In Zapier“This is an advanced action which makes a raw HTTP request that includes this integration's authentication.”

An advanced step that sends your own request to Lofty, reusing the connection you already set up, for the cases the ready-made actions do not cover.

When to use it
someone technical on your side needs a Lofty operation absent from this list.
Watch out
it only reaches addresses that belong to Lofty, and a setting decides whether an error stops the Zap.
Searches

The Lofty search, and what happens when it finds nothing

1 search step looks for data that already exists in Lofty, so a later step can use it.

A search step sits at the bottom of the action list in the editor, under its own SEARCH heading. Three settings decide what the Zap does with its result.

1

Find Record

Search

In Zapier“FindRecord”

Looks up one lead or one transaction in Lofty and hands it to the next steps, which is how Update Lead or Update Transaction knows what to edit.

When to use it
your spreadsheet stores the Lofty ID of each lead and you want to update that lead.
Watch out
it searches IDs only, Lead ID or Transaction ID; a name or an email will not match.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there and the steps that needed it are skipped. Switch it on and the Zap carries on empty-handed.
  2. Create X if it doesn't exist yet?
    On apps that offer it, this box turns a search into find-or-create. Lofty has no find-or-create variant of Find Record, so a missing record stays missing.
  3. If multiple search results are found?
    Three ways out when several items match: keep the first one, which is the default, stop the Zap, or hand all of them on at once.
When it breaks

When a Lofty Zap breaks

Zapier lists no limit of its own for Lofty. What goes wrong comes from how Zapier works, and four cases cover most of it.

Each case below is a rule of Zapier rather than a fault in Lofty. If a Zap still misbehaves after you checked them, the Zapier troubleshooting page is the next stop.

  • Old leads never come through

    A Zap only reacts to what happens after you switch it on. Leads and transactions that already existed are not picked up; moving that backlog is a separate job.

  • A Zap that keeps setting itself off

    Update Transaction as a trigger and as an action in one Zap is the classic loop: each edit starts it again and the task count drains fast.

  • A big import gets held back

    When a trigger suddenly sends a huge batch, after a bulk import of leads or a migration, Zapier's flood protection can hold those items back.

  • Find Record stops the Zap

    If the ID you pass matches nothing, the search stops the Zap by default and the update after it never runs. Check the setting described above.
Need help

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FAQ

Lofty and Zapier: common questions

01Is the Lofty Zapier integration free?
Yes, Lofty is not a premium app, so it runs on the free plan. That plan gives you 100 tasks per month and unlimited Zaps, but every Zap stops at two steps: one trigger and one action. New Lead feeding a spreadsheet row fits. As soon as you add Find Record before an update, a filter, or a second action such as a chat message, the Zap becomes multi-step and needs a paid plan. The seven triggers stay instant on every plan, free included.
02How many tasks does a Lofty Zap use?
The trigger is free, however many leads or transactions come through. Each action that completes counts as one task, and a failed action is not counted. A Zap that creates a Lofty lead from a form entry costs one task per entry. Add a chat message after it and the same entry costs two. Find Record placed before Update Lead also makes the Zap multi-step, so weigh your monthly volume against the 100 tasks of the free plan and the plan you will need.
03Is the Lofty Zapier integration real time?
Yes, on all seven triggers. Each one is instant: Lofty tells Zapier as soon as a lead is assigned, moves segment or pipeline, or a transaction is created, edited or receives a file, and the Zap starts right away whatever your plan. The polling grid of the plans does not apply here. A lightning bolt on the Zap in the editor confirms it. The type comes from Lofty itself, so there is no timing setting to look for.
04What do you need to connect Lofty to Zapier?
A Lofty account you can sign in to, plus read or write access to any lead or transaction you do not own and want the Zap to touch. In Zapier, open the Apps page, click + Add connection, search for Lofty, click Add connection, sign in to Lofty in the tab that opens and grant access. The connection is made once and every Lofty step reuses it. Smart Plan Action has an extra condition: the beta has to be enabled on your account.
05Why does Find Record not find a lead by its email?
Because it only searches IDs. You choose the object, lead or transaction, and the value you give is compared with Lead IDs or Transaction IDs, nothing else. An email address or a name returns no result, and by default that stops the Zap before the update runs. The fix is to keep the Lofty ID wherever your Zap starts, for example in a spreadsheet column, and pass that ID to Find Record.
06What if the Lofty action you need is not in the list?
Look at API Request (Beta) first. It is an advanced action that sends a request to Lofty with the connection you already set up, so it can reach operations the five ready-made actions do not offer. It only accepts addresses that belong to Lofty, and it expects someone comfortable with the app's documentation. If that is out of reach, the other route is to compare platforms and see whether one of them covers the operation directly.
07Zapier, Make or n8n for Lofty?
Decide on criteria rather than on a ranking. First, coverage: on Zapier, Lofty brings 7 instant triggers, 5 actions and 1 search, with no delete and an ID-only search, so check the same points elsewhere. Second, cost: Zapier bills each successful action, never the trigger, so multiply your leads and transactions by your actions. Third, your team: an advanced step like API Request (Beta) needs someone able to maintain it, whatever the platform.
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