Bigin by Zoho CRM + Lofty Integration

Integrate Bigin by Zoho CRM to Lofty in one click, or tell Integrately AI how you want each lead handled. Qualify leads, create records, sync deals, and trigger follow-ups automatically.

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1.
  • Bigin by Zoho CRM
    Contact is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Contact is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Task is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Event is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Call is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Product is created in Bigin by Zoho CRM
  • 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
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2.
  • Bigin by Zoho CRM
    List modules in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company by field in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    List contact deals by contact id in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get company by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create call in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get contact by ID in Bigin by Zoho CRM
  • 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

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Ready Workflows Ready Workflows for Bigin by Zoho CRM + Lofty Integration

Capture leads, sync contacts, create deals, update transactions, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Bigin by Zoho CRM + Lofty Integration

Create Lofty lead for new Bigin by Zoho CRM 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 Bigin by Zoho CRM - Lofty integration, anytime a new Bigin by Zoho CRM 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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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Bigin by Zoho CRM + Lofty flow

Extend your automation stack by connecting document signing, email campaigns, calendars, and messaging tools to your CRM and real estate platform. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Lofty
+
Google SheetsGoogle Sheets (4)
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DocuSignDocuSign (3)
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MailchimpMailchimp (3)
+
GmailGmail (3)
+
Google CalendarGoogle Calendar (3)
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TwilioTwilio (3)
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Add every new Lofty lead to your Google Sheets spreadsheet, and create a contact in Bigin by Zoho CRM
New Lofty leads appear in Google Sheets instantly and populate Bigin by Zoho CRM as contacts, so your sales team never misses an entry.
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When a contact is created in Bigin by Zoho CRM, log the details in Google Sheets and create a lead in Lofty
New Bigin by Zoho CRM contacts are logged in Google Sheets and synced to Lofty automatically for immediate real estate follow-up.
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If a Lofty lead pipeline stage changes, update the matching Google Sheets row and update the contact in Bigin by Zoho CRM
Pipeline shifts in Lofty update your tracking sheet in Google Sheets and update the contact record in Bigin by Zoho CRM automatically.
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Use ChatGPT to summarise new Lofty leads, save the summary in Google Sheets, and create a deal in Bigin by Zoho CRM
ChatGPT analyses new Lofty leads, logs the structured summary in Google Sheets, and opens a deal in Bigin by Zoho CRM.

Supported triggers and actions for Bigin by Zoho CRM and Lofty

Mix and match to build the exact automation you need

Bigin by Zoho CRM
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
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Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
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Company is updated in Bigin by Zoho CRM
Triggers the automation when a company is updated
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Contact is updated in Bigin by Zoho CRM
Triggers the automation when a contact is updated
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Deal is updated in Bigin by Zoho CRM
Triggers the automation when a deal is updated
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Deal is created in Bigin by Zoho CRM
Triggers the automation when a deal is created
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Task is created in Bigin by Zoho CRM
Triggers the automation when a new task is created
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Event is created in Bigin by Zoho CRM
Triggers the automation when a new event is created
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Call is created in Bigin by Zoho CRM
Triggers the automation when a new call is made
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Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
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List modules in Bigin by Zoho CRM
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Search company by field in Bigin by Zoho CRM
Finds information about a company
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Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
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Create contact in Bigin by Zoho CRM
Adds a new contact to the database
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Update contact in Bigin by Zoho CRM
Updates contact information with new details
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List contact deals by contact id in Bigin by Zoho CRM
Lists all deals associated with a contact by contact id
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Create deal in Bigin by Zoho CRM
Generates a new deal with
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Update deal in Bigin by Zoho CRM
Updates deal information based on new criteria or changes
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Search deal in Bigin by Zoho CRM
Retrieves and find a deal
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Search deal by ID in Bigin by Zoho CRM
Searches for a deal by its unique id
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Create company in Bigin by Zoho CRM
Generates a new company profile with given details
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Search company in Bigin by Zoho CRM
Finds information about a company
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Update company in Bigin by Zoho CRM
Updates company information
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Get company by ID in Bigin by Zoho CRM
Retrieves a company's details using its id
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Create task in Bigin by Zoho CRM
Creates a new task
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Search task in Bigin by Zoho CRM
Searches for a task
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Update task in Bigin by Zoho CRM
Updates the task with new information or changes
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Create call in Bigin by Zoho CRM
Initiates a call to the recipient
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Create event in Bigin by Zoho CRM
Adds a new contact to the contact list
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Update event in Bigin by Zoho CRM
Updates event details with the latest information
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Search event in Bigin by Zoho CRM
Conduct a search for events based on particular criteria
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Update product in Bigin by Zoho CRM
Updates product information
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Search product in Bigin by Zoho CRM
Searches for a product
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Create product in Bigin by Zoho CRM
Generates and launch new products
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Get contact by ID in Bigin by Zoho CRM
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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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What can you automate with Bigin by Zoho CRM + Lofty?

Streamline your real estate sales and CRM operations with powerful, automated workflows.

What you can automate?
🔄
Sync leads and contacts instantly
Create a Lofty lead automatically whenever a new contact or deal is created in Bigin by Zoho CRM without manual data re-entry.
📋
Capture every submitted field
Map all custom lead details, contact numbers, and property inquiries across Bigin by Zoho CRM and Lofty without losing critical data points.
🔔
Alert your team immediately
Notify agents and sales reps the moment a high-value real estate lead or transaction update enters your system.
🔀
Route based on pipeline stage
Execute different follow-up actions and task creations depending on whether a Lofty lead pipeline stage changes or a deal updates.
🔄
Keep records continuously updated
Automatically update contact details, deal stages, and transaction statuses across both platforms whenever changes occur.
🔍
Search and update without duplicates
Search existing contacts and companies before creating records, ensuring your database remains clean and free of duplicate entries.
💼
Manage transaction milestones
Handle property transaction updates, closing dates, and agreement statuses automatically as deals progress through your pipeline.
🔌
Extend flows to external apps
Connect your core CRM and real estate platform with Google Sheets, Gmail, DocuSign, or Twilio to build robust multi-step operations.
And much more...

Who is Bigin by Zoho CRM + Lofty integration for?

Real estate teams and sales professionals rely on this integration to eliminate manual data entry, keep pipelines synchronized, and accelerate client follow-ups.

Sales Operations Managers
Sales Operations Managers
Real Estate Agents
Real Estate Agents
Client Success Coordinators
Client Success Coordinators
High-Volume Brokerage Teams
High-Volume Brokerage Teams
Pipeline Specialists
Pipeline Specialists
Database Administrators
Database Administrators
📈
Sales Operations Managers
You report on pipeline metrics and make strategic decisions from your CRM data, but manual record updates mean your pipeline numbers are always stale — automating both apps means every lead and deal syncs instantly and your performance metrics stay current.
Real Estate Agents
You need to act fast when prospective buyers submit inquiries, but finding out about new leads hours later costs you listings — connecting these apps means every new lead triggers immediate CRM records and alerts so you can respond first.
📋
Client Success Coordinators
You answer to clients and brokers who want to see constant property transaction progress, but updating multiple systems by hand creates bottlenecks — automating both apps means transaction updates flow seamlessly into your CRM and client views.
🌊
High-Volume Brokerage Teams
The volume of inbound property inquiries is too high for anyone to keep up with by hand, leading to missed opportunities and unassigned leads — this integration means every contact and transaction is captured, created, and routed automatically.
🤝
Pipeline Specialists
You own the closing stage and depend on agents upstream to hand over clean deal data, but incomplete records stall your closing workflow — connecting these apps means every pipeline change and transaction record transfers accurately every time.
🗂️
Database Administrators
You need a reliable history of all client interactions and transactions, but manual data entry keeps leaving frustrating gaps in your CRM audit trail — with this integration, every contact, task, and transaction creates a complete historical record.
Our team

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Why choose Integrately to automate Bigin by Zoho CRM + Lofty

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

1,500+ apps connected
1,500+ apps connected
Connect Bigin by Zoho CRM + Lofty 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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Frequently Asked Questions

How do I connect Bigin by Zoho CRM to Lofty?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Lofty instantly using 1-click ready workflows on Integrately. Choose a template or ask Integrately AI to set up your integration with Google Sheets, Gmail, or Twilio in minutes.
Can I automatically sync new leads from Lofty into Bigin by Zoho CRM?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Lofty, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Lofty?
Frequently Asked Questions
How does Bigin by Zoho CRM handle contact and deal updates in this integration?
Frequently Asked Questions
Can Lofty trigger updates when pipeline stages change?
Frequently Asked Questions
Do I need coding skills to automate Bigin by Zoho CRM and Lofty?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Lofty integration free?
Frequently Asked Questions
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You Can Also Connect Bigin by Zoho CRM or Lofty With 1500+ Other Apps

Bigin by Zoho CRM
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