Cloze + Lofty Integration

Integrate Cloze to Lofty in one click, or tell Integrately AI how you want each lead handled. Sync person updates, create and update leads, manage transactions, and track your professional connections automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Cloze
    Person is updated in Cloze Instant
  • Cloze
    Project is updated in Cloze Instant
  • Cloze
    Company is updated in Cloze Instant
  • 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.

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Ready WorkflowsReady Workflows   for Cloze + Lofty Integration

Create leads, sync person updates, manage transactions, and track professional connections, 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 Cloze + Lofty flow

Capture leads from ad campaigns, schedule follow-ups, sync financial records, and notify your team the moment updates occur. Pick a combination and activate it in one click.

Cloze
Lofty
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Facebook Lead AdsFacebook Lead Ads (4)
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Google CalendarGoogle Calendar (3)
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MailchimpMailchimp (3)
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DocuSignDocuSign (3)
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SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (3)
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Add every Facebook Lead Ads lead to Cloze as a new person, and create a lead in Lofty
New Facebook Lead Ads leads land in Cloze and Lofty simultaneously, so your relationship data and real estate pipeline stay current without manual entry.
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When a Facebook Lead Ads lead arrives, add a note in Cloze and update the lead in Lofty
Capture campaign context by adding a note in Cloze and updating the existing record in Lofty automatically.
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If a Facebook Lead Ads lead selects luxury tier, create a person in Cloze and create a Lofty transaction
Route high-value Facebook Lead Ads submissions directly into Cloze and set up a dedicated transaction in Lofty.
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Use Claude to qualify Facebook Lead Ads submissions, create a Cloze person, and update the Lofty lead
Claude assesses incoming Facebook Lead Ads leads before updating Cloze and Lofty with qualification notes.

Supported triggers and actions for Cloze and Lofty

Mix and match to build the exact automation you need

Cloze
Cloze Triggers & Actions
Instant
Person is updated in Cloze
Triggers the automation when a person's details are updated
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Instant
Project is updated in Cloze
Triggers the automation when a project is updated
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Instant
Company is updated in Cloze
Triggers the automation when the company's profile is updated
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Create person in Cloze
Generates a new person
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Update person in Cloze
Updates the information of a person
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Create note in Cloze
Creates a new note in the particular format
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Create communication in Cloze
Sends out messages or notifications to designated recipients
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Create to do in Cloze
Creates a new to-do item
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Update company in Cloze
Updates company information
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Create company in Cloze
Generates a new company profile with given details
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Create timeline event in Cloze
Creates a new timeline event
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Create project in Cloze
Creates a new project
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Update project in Cloze
Updates project information
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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 Cloze + Lofty?

Streamline your relationship management and real estate pipeline with automated data synchronization between Cloze and Lofty.

What you can automate?
🔄
Sync leads and contacts between Cloze and Lofty
Automatically create a Lofty lead whenever a person is created or updated in Cloze, eliminating duplicate data entry and keeping your databases aligned.
📝
Capture comprehensive notes and communication logs
Map important notes and communication events directly between Cloze and Lofty so client interactions are always visible to your entire team.
🔔
Alert your team instantly on status changes
Notify agents and staff the moment a lead pipeline stage changes in Lofty or a project is updated in Cloze to ensure rapid client follow-up.
🔀
Route records based on submitted form fields
Create different workflows depending on specific lead criteria or transaction values submitted through your intake channels.
📊
Keep project and transaction stages updated
Reflect project updates from Cloze directly inside your Lofty transactions to maintain a unified view of every home sale.
🔍
Search and update records to prevent duplicates
Lookup existing lead IDs and transaction records before creating new entries, ensuring your databases remain clean and organized.
Manage later status changes and deal milestones
Automate follow-up actions and timeline events when transactions are created, updated, or reach key milestones in Lofty.
🔌
Extend your workflow with popular supporting apps
Connect Facebook Lead Ads, Google Calendar, Slack, and other essential tools to build powerful multi-step automation pipelines.
And much more...

Who is Cloze + Lofty integration for?

Real estate professionals, sales managers, and agents who manage professional relationships and home sales will save hours by connecting Cloze and Lofty workflows.

Real estate team leaders
Real estate team leaders
Inside sales agents
Inside sales agents
Client success managers
Client success managers
Brokerage administrators
Brokerage administrators
Transaction coordinators
Transaction coordinators
Operations directors
Operations directors
📈
Real estate team leaders
You rely on pipeline reports to make staffing and marketing decisions, but your lead stages are always out of sync across platforms — this integration means every transaction and lead update flows instantly so your performance dashboards stay accurate.
Inside sales agents
You need to act on new inquiries immediately, but manual data entry between your relationship manager and real estate platform slows you down — automating both apps means every lead is created instantly and follow-ups happen without delay.
🤝
Client success managers
You answer to buyers and sellers who expect up-to-date communication, but tracking project milestones across systems causes missed details — with this integration, project updates and timeline events synchronize automatically to keep clients informed.
📋
Brokerage administrators
The volume of incoming leads and transactions is too high for anyone to keep records updated by hand without errors — automating both apps means contact updates and transactions are logged accurately without manual data entry.
🔄
Transaction coordinators
You own the closing paperwork and depend on agents to hand over complete lead details and project notes on time — connecting these apps means every stage change and transaction update transfers over the moment it happens.
🗂️
Operations directors
You need a reliable history of all professional connections and deals, but manual copying leaves frustrating gaps in your database — this integration means every person update and transaction record stays complete across your entire stack.
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 Cloze + Lofty

Build and manage your Cloze + 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 Cloze + 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
Select Automation
Select a trigger from Google Sheets
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 Cloze to Lofty?
Frequently Asked Questions
You can connect Cloze to Lofty in one click using ready templates or by asking Integrately AI to build the workflow. Link your accounts and start syncing records alongside tools like Slack, Google Calendar, and Mailchimp instantly.
Can I automatically create a Lofty lead when a person is updated in Cloze?
Frequently Asked Questions
Can I connect Cloze, Lofty, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Cloze and Lofty?
Frequently Asked Questions
How does Cloze handle contact updates during integration?
Frequently Asked Questions
How does Lofty process new transactions and leads?
Frequently Asked Questions
Do I need coding skills to automate Cloze and Lofty?
Frequently Asked Questions
Is the Cloze and Lofty integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

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Lofty
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