Form-Data + Lofty Integration

Integrate Form-Data to Lofty in one click, or tell Integrately AI how you want each submission handled. Capture contact details, create new leads in your CRM, update pipelines, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Form-Data
    Form is submitted in Form-Data 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
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

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Ready Workflows Ready Workflows for Form-Data + Lofty Integration

Capture form submissions, create Lofty leads, update contact records, log notes, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Form-Data + Lofty Integration

Create Lofty lead for new Form-Data form submission

When someone completes your Form-Data, a new lead is automatically created in your Lofty. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Form-Data is automatically populated in the new lead, so you don't have to waste time manually entering data. Thus, having a Form-Data - Lofty integration set up makes it easy to manage your customer relationships and grow your business.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Form-Data + Lofty flow

Send instant email notifications, sync spreadsheet rows, alert your team in chat, and schedule follow-up tasks once your core pair runs. Pick a combination and activate it in one click.

Form-Data
Lofty
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
MailchimpMailchimp (4)
+
TwilioTwilio (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
F
L
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Add every Form-Data submission as a Lofty lead, and send a confirmation email in Gmail
Form submissions create new Lofty leads instantly while Gmail sends a confirmation message to the contact.
F
L
G
When a Lofty lead pipeline changes, update the record and email your sales manager via Gmail
Pipeline stage updates in Lofty trigger an email notification in Gmail to keep managers informed.
F
L
G
Search for existing Lofty leads from Form-Data submissions and email visit details via Gmail
Form submissions look up existing Lofty leads and dispatch visit details through Gmail.
F
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Add a note to Lofty from Form-Data submissions and send a summary email in Gmail
New form details generate a Lofty note and a summary email sent via Gmail.

Supported triggers and actions for Form-Data and Lofty

Mix and match to build the exact automation you need

Form-Data
Form-Data Triggers & Actions
Instant
Form is submitted in Form-Data
Triggers automation when a form is submitted
Try it →
No action is available
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 →

What can you automate with Form-Data + Lofty?

Streamline your real estate operations by connecting form submissions directly to your CRM pipelines and records.

What you can automate?
Create Lofty leads from Form-Data submissions instantly
Trigger automated lead creation in Lofty the exact moment a prospect submits a form in Form-Data. Eliminate manual data entry and connect inbound interest to your sales pipeline right away.
📝
Capture every submitted form field accurately
Map all custom form questions, contact details, and submission notes directly into Lofty lead fields and notes. Ensure your sales team receives complete context for every inquiry.
🔔
Notify agents the second a lead arrives
Dispatch immediate email or chat alerts when new form submissions create leads in Lofty. Give your team the responsiveness needed to close more real estate transactions.
🔀
Route leads conditionally based on submitted values
Direct form submissions to specific Lofty pipelines or agent queues depending on criteria like property type, budget range, or location selected in the form.
🔄
Keep CRM transaction records up to date
Automatically update existing Lofty transactions and lead stages whenever new form submissions or pipeline changes occur across your connected workflows.
🔍
Search and update existing contacts without duplicates
Check whether a submitting contact already exists in Lofty before creating new records. Update matching entries with fresh submission data to keep your database clean.
📊
Manage pipeline changes and transaction milestones
Automate record updates whenever a Lofty transaction or lead pipeline shifts stages. Maintain flawless tracking across all active real estate deals.
🔌
Extend your workflow with popular apps like Slack
Combine Form-Data and Lofty with Slack to broadcast instant lead notifications to your team channel the moment a form submission is processed.
And much more...

Who is Form-Data + Lofty integration for?

Real estate professionals, marketing teams, and operations managers eliminate manual data entry, keep CRM records accurate, and accelerate lead response times.

Performance marketers
Performance marketers
Sales reps
Sales reps
Agency account managers
Agency account managers
Lead generation specialists
Lead generation specialists
Sales development reps
Sales development reps
Operations managers
Operations managers
📈
Performance marketers
You're running campaigns across multiple lead generation landing pages but your pipeline reporting only updates when someone manually exports submissions, so the conversion counts you're reviewing are always hours behind — with this integration, every new submission populates your CRM instantly and your campaign data stays current.
Sales reps
You need to engage incoming prospects within minutes but form submissions sit unread in your inbox until someone copies them over, so hot leads go cold before you make contact — automating both apps means every submission creates a CRM lead instantly and your follow-up speed improves dramatically.
🤝
Agency account managers
You answer to real estate clients who expect real-time visibility into incoming buyer inquiries, but manual reporting delays your status updates — this integration means every form entry syncs straight into client accounts automatically and your weekly reporting is always up to date.
📋
Lead generation specialists
You manage high volumes of daily form submissions that overwhelm manual entry workflows and lead to dropped prospect records, so your database develops critical gaps — connecting these apps means every submission lands securely in your CRM without manual data handling.
🔄
Sales development reps
You depend on inbound form handlers to pass qualified prospect details over to your CRM pipeline so you can begin outreach, but delays in manual handoffs stall your outreach schedule — integrating these apps means lead handoffs happen the moment a form is submitted and your pipeline stays active.
🗂️
Operations managers
You need a reliable, searchable history of all incoming form submissions and client transactions, but manual logging leads to missing entries and fragmented records — automating both apps means every record is captured cleanly and your database maintains complete historical accuracy.
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 Form-Data + Lofty

Build and manage your Form-Data + 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 Form-Data + 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 Form-Data to Lofty?
Frequently Asked Questions
You can connect Form-Data to Lofty instantly using 1-click ready workflows or Integrately AI. Simply choose a pre-built automation template, link your accounts, and your form submissions will create Lofty leads automatically alongside apps like Gmail, Google Sheets, Slack, and Twilio.
Can I automatically create a Lofty lead when a form is submitted in Form-Data?
Frequently Asked Questions
Can I connect Form-Data, Lofty, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Form-Data and Lofty?
Frequently Asked Questions
How does Form-Data handle form submissions in this integration?
Frequently Asked Questions
How does Lofty manage leads and transactions in the integration?
Frequently Asked Questions
Do I need coding skills to automate Form-Data and Lofty?
Frequently Asked Questions
Is the Form-Data and Lofty 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?

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