Flowlu + Lofty Integration
Integrate Flowlu to Lofty in one click, or tell Integrately AI how you want each task handled. Track projects, sync opportunities, update client records, and manage transactions automatically.
Free forever.Use premium features free for 14 days.1.
Task is created in Flowlu Instant- Task is updated in Flowlu Instant
- Task list is created in Flowlu Instant
- Task is deleted in Flowlu Instant
- Task list is updated in Flowlu Instant
- Task list is deleted in Flowlu Instant
- Task follower is created in Flowlu Instant
- Task follower is deleted in Flowlu Instant
- Opportunity is created in Flowlu Instant
- Opportunity is updated in Flowlu Instant
- CRM Account is created in Flowlu Instant
- CRM Account is updated in Flowlu Instant
- CRM Account is deleted in Flowlu Instant
- Project is created in Flowlu Instant
- Project is updated in Flowlu Instant
- Project is deleted in Flowlu Instant
- Invoice is created in Flowlu Instant
- Invoice is updated in Flowlu Instant
- Organization is created in Flowlu Instant
- Organization is updated in Flowlu Instant
- Product is created in Flowlu Instant
- Product is updated in Flowlu Instant
- Product is deleted in Flowlu Instant
- Estimate is updated in Flowlu Instant
- Estimate is created in Flowlu Instant
Transaction is created or updated in Lofty Instant- Lead is created or updated in Lofty Instant
- Lead pipeline is changed in Lofty Instant
2.
- Create invoice item in Flowlu
- Search opportunity source in Flowlu
- Create task in Flowlu
- Update task in Flowlu
- Search task in Flowlu
- Delete task in Flowlu
- Search core user in Flowlu
- Create opportunity in Flowlu
- Update opportunity in Flowlu
- Search opportunity in Flowlu
- Add email to CRM account in Flowlu
- Search CRM account in Flowlu
- Get CRM account by id in Flowlu
- Search contact in Flowlu
- Search email in Flowlu
- Search organization in Flowlu
- Delete opportunity in Flowlu
- Update email to CRM account in Flowlu
- Delete email from CRM account in Flowlu
- Get email by id in Flowlu
- Get project by id in Flowlu
- Get task by id in Flowlu
- Get opportunity by id in Flowlu
- Delete CRM account in Flowlu
- Create contact in Flowlu
- Update contact in Flowlu
- Create project in Flowlu
- Update project in Flowlu
- Search project in Flowlu
- Delete project in Flowlu
- Create organization in Flowlu
- Update organization in Flowlu
- Create estimate in Flowlu
- Add Tag to CRM account in Flowlu
- Add Tag to Agile issue in Flowlu
- Create invoices in Flowlu
- Update transaction in Lofty
- Create transaction in Lofty
- Get transaction by lead id and transaction id 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 Flowlu + Lofty Integration
Capture tasks, synchronise opportunities, update transactions, track projects, and manage leads, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Flowlu + Lofty flow
Send follow-up emails, update mailing lists, sign client agreements, schedule bookings, alert your team, and record financial transactions once your core workflow finishes. Pick a combination and activate it in one click.
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Gmail (3)
Gmail (3) +
Mailchimp (3)
Mailchimp (3) +
DocuSign (3)
DocuSign (3) +
Calendly (3)
Calendly (3) +
Slack (3)
Slack (3) +
QuickBooks Online (3)
QuickBooks Online (3) F
L
G
Create a Lofty lead from every new Flowlu task, and send a notification email in Gmail
New Flowlu tasks instantly create leads in Lofty while sending a notification email via Gmail, eliminating manual data entry.
L
F
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When a Lofty transaction is created or updated, send a confirmation email in Gmail and create a task in Flowlu
Lofty transaction updates trigger confirmation emails in Gmail and create corresponding tasks in Flowlu so nothing slips through.
F
L
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When a Flowlu opportunity is created, send a welcome email in Gmail and update the lead in Lofty
New Flowlu opportunities dispatch welcome emails in Gmail and update the corresponding lead in Lofty automatically.
Supported triggers and actions for Flowlu and Lofty
Mix and match to build the exact automation you need
Flowlu Triggers & Actions
Instant
Task list is created in Flowlu
Triggers the automation when a new task list is created
Try it → Instant
Task follower is created in Flowlu
Triggers the automation when a new follower is added to the task
Try it → Instant
Task follower is deleted in Flowlu
Triggers the automation when a task follower is removed from a particular task
Try it → Instant
Opportunity is created in Flowlu
Triggers the automation when any opportunity is updated
Try it → Instant
Opportunity is updated in Flowlu
Triggers the automation when any opportunity is updated
Try it → Instant
CRM Account is created in Flowlu
Triggers the automation when a new CRM Account is created
Try it → Instant
CRM Account is updated in Flowlu
Triggers the automation when a CRM Account is updated
Try it → Instant
CRM Account is deleted in Flowlu
Triggers the automation when a CRM Account is deleted
Try it → Instant
Invoice is created in Flowlu
Triggers the automation when any invoice is added or modified
Try it → Instant
Organization is created in Flowlu
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Flowlu
Triggers the automation when any organization's profile is modified
Try it → Instant
Estimate is created in Flowlu
Triggers the automation when a new estimate is created
Try it → 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 → What can you automate with Flowlu + Lofty?
Streamline your real estate operations and project management by connecting every crucial trigger and action.
🔄
Sync tasks and leads automatically
Trigger actions in Lofty whenever tasks or opportunities are created in Flowlu, keeping your workspace and CRM in perfect harmony.
📋
Capture every submitted field
Map all available lead and transaction details between Flowlu and Lofty instead of just basic names and emails, ensuring complete records.
🔔
Alert the right person instantly
Notify team members in Slack or via email the moment a new task is created or a lead pipeline stage changes.
🔀
Route data based on submitted fields
Execute different workflows depending on specific property values, deal sizes, or lead categories submitted in your forms.
🔄
Keep destinations up to date
Automatically update existing projects, tasks, and lead records whenever modifications occur in either platform.
🔍
Add or update without duplicates
Search existing database records before creating new entries, preventing duplicate contacts and clutter in your CRM.
💳
Handle later status changes
Manage transaction updates, project completions, and invoice creation automatically as deals move through their lifecycles.
🔌
Extend your workflow to Slack
Connect your core Flowlu and Lofty automation with Slack to notify teams and streamline internal communications instantly.
And much more...
Who is Flowlu + Lofty integration for?
Real estate professionals, project managers, and operations teams rely on this integration to eliminate manual data entry, streamline client management, and keep workflows synchronized.
Sales Directors
Real Estate Agents
Account Managers
Operations Coordinators
Project Managers
Finance Leads
📈
Sales Directors
You review pipeline numbers daily but your CRM records only update when someone manually exports data, so your forecasting numbers are always hours behind — this integration means every new task and lead synchronizes instantly and your metrics stay accurate.
⚡
Real Estate Agents
You need to act fast on client inquiries, but managing tasks across separate digital workspaces causes delayed follow-ups — automating both apps means every lead and transaction flows smoothly into your active workspace without manual copy-pasting.
🤝
Account Managers
Your clients expect prompt communication and up-to-date project tracking, but manual data transfers lead to dropped details — connecting these apps means client records, tasks, and project updates stay perfectly aligned across your entire team.
🏢
Operations Coordinators
The volume of daily client interactions is too high for anyone to keep up by hand, leading to bottlenecks between sales and project management — this integration means repetitive data entry is completely removed and handoffs happen automatically.
📋
Project Managers
You own project execution and depend on sales teams to hand over complete client details, but information often gets lost in transit — automating both apps means every project kickoff receives accurate data immediately.
🗂️
Finance Leads
You need a reliable history of transactions and invoices, but manual record-keeping results in missing audit trails — integrating these apps means financial records, estimates, and invoices are logged precisely as deals progress.
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 Flowlu + Lofty
Build and manage your Flowlu + Lofty automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Flowlu + Lofty 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 Flowlu + Lofty Now 
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😐
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Frequently Asked Questions
How do I connect Flowlu to Lofty?
You can connect Flowlu to Lofty in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Gmail, Slack, and 1,500+ other apps.
Can I automatically sync new Flowlu tasks to Lofty leads?
Can I connect Flowlu, Lofty, and Slack?
What is a good Zapier alternative for Flowlu and Lofty?
How are Flowlu tasks and projects handled in this integration?
How does Lofty lead data synchronize with Flowlu?
Do I need coding skills to automate Flowlu and Lofty?
Is the Flowlu and Lofty integration free?
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