Microsoft Teams + Lofty Integration

Integrate Lofty to Microsoft Teams in one click, or tell Integrately AI how you want each lead handled. Notify your team, create online meetings, send chat messages, and manage leads automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Teams
    Chat message is received in Microsoft Teams
  • Microsoft Teams
    Message posted in channel in Microsoft Teams
  • Microsoft Teams
    Channel is created in Microsoft Teams
  • Microsoft Teams
    New chat is created in Microsoft Teams
  • 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.
  • Microsoft Teams
    Get chat message in Microsoft Teams
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Send channel message in Microsoft Teams
  • Microsoft Teams
    Send chat message in Microsoft Teams
  • Microsoft Teams
    Create channel in Microsoft Teams
  • Microsoft Teams
    Search channel in Microsoft Teams
  • Microsoft Teams
    Create online meeting in Microsoft Teams
  • Microsoft Teams
    Get user by ID in Microsoft Teams
  • 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 WorkflowsReady Workflows   for Microsoft Teams + Lofty Integration

Capture leads, notify your team in channels, schedule online meetings, and update lead records, 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 Lofty + Microsoft Teams flow

Send lead data to your email, documents, CRM, and scheduling tools while keeping your team updated in Microsoft Teams. Pick a combination and activate it in one click.

Microsoft Teams
Lofty
+
GmailGmail (4)
+
DocuSignDocuSign (4)
+
SalesforceSalesforce (4)
+
CalendlyCalendly (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
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Send every new Lofty lead to Gmail, and notify your team in Microsoft Teams
New Lofty leads arrive in your Gmail inbox instantly while Microsoft Teams alerts your channel, keeping your sales team fully informed.
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When a Lofty transaction is updated, send a summary email via Gmail and alert your Microsoft Teams channel
Transaction updates in Lofty immediately trigger a Gmail notification and a Microsoft Teams channel message for complete visibility.
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If a Lofty lead pipeline stage changes, send a follow-up email in Gmail and post a chat message in Microsoft Teams
Pipeline stage changes in Lofty automatically dispatch targeted emails in Gmail and notify team members in Microsoft Teams.
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C
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Use Claude to draft lead follow-up emails for new Lofty leads, send via Gmail, and notify Microsoft Teams
Claude generates personalised emails for new Lofty leads, which are sent via Gmail while Microsoft Teams alerts the sales team.

Supported triggers and actions for Microsoft Teams and Lofty

Mix and match to build the exact automation you need

Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
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Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
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Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
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New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
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Get chat message in Microsoft Teams
Get chat message
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Search user in Microsoft Teams
Searches for a user
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Send channel message in Microsoft Teams
Sends a message to a channel
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Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
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Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
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Create online meeting in Microsoft Teams
Schedules a new online meeting
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Get user by ID in Microsoft Teams
Retrieves user information using their id
Try it →
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
Try it →
Instant
Lead pipeline is changed in Lofty
Triggers the automation when the pipeline associated with the lead is changed
Try it →
Update transaction in Lofty
Try it →
Create transaction in Lofty
Try it →
Get transaction by lead id and transaction id in Lofty
Try it →
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
Try it →
Get lead by Id in Lofty
Retrieves a lead's information based on their id
Try it →

What can you automate with Lofty + Microsoft Teams?

Streamline your real estate operations by connecting Lofty triggers to Microsoft Teams notifications and collaborative actions.

What you can automate?
🎯
Notify your team on every new lead
Send instant channel messages in Microsoft Teams the moment a lead is created or updated in Lofty. Your agents can pick up prospective buyers immediately.
📋
Capture all lead and transaction fields
Map complete transaction details and lead parameters directly into Microsoft Teams communications instead of sharing incomplete summaries.
📢
Alert the right department instantly
Direct transaction updates to finance channels and new lead inquiries to sales channels in Microsoft Teams automatically.
🔀
Route workflows by pipeline stages
Trigger different Microsoft Teams messages depending on whether a Lofty lead pipeline stage is updated or changed.
🔄
Keep records updated in real time
Ensure your team stays synchronized as transaction statuses and lead details evolve in Lofty throughout the sales cycle.
🔍
Search and update records efficiently
Perform searches and update lead or transaction records across your workspace without creating duplicate entries.
⏱️
Handle milestone and status changes
Automate notifications whenever a Lofty transaction is created, updated, or moves through critical pipeline phases.
🔗
Extend flows with supporting tools
Connect Gmail, DocuSign, Salesforce, or Calendly to your core Lofty and Microsoft Teams setup for multi-app automation.
And much more...

Who is Lofty + Microsoft Teams integration for?

Real estate professionals, transaction coordinators, and sales teams use this integration to keep communications aligned and eliminate manual data entry across platforms.

Real estate brokers
Real estate brokers
Sales agents
Sales agents
Transaction coordinators
Transaction coordinators
Brokerage managers
Brokerage managers
Closing specialists
Closing specialists
Operations directors
Operations directors
📈
Real estate brokers
You manage agent performance reports but pipeline data is scattered across platforms, so the conversion metrics you review are always outdated — with this integration, every new lead lands in your workflow instantly and your pipeline numbers stay current.
Sales agents
You need to respond to new buyer inquiries immediately, but checking the CRM manually causes critical delays in reaching out — with this integration, every new lead triggers an instant channel alert and your response time drops significantly.
🤝
Transaction coordinators
You answer to clients and brokers who expect real-time updates on transaction milestones, but tracking progress by hand leads to communication gaps — this integration means every transaction change automatically updates your team channels without manual reminders.
🏢
Brokerage managers
The volume of inbound property leads is too high for your staff to keep up with manually, resulting in missed follow-ups and lost deals — automating both apps means every lead and transaction is logged and routed instantly without human bottlenecks.
📋
Closing specialists
You depend on agents to hand over complete lead details before you can process agreements, but missing information stalls your work — connecting these apps means all lead and transaction data flows seamlessly to your team the moment it is submitted.
🗂️
Operations directors
You need a reliable history of all lead interactions and transaction stages, but manual logging keeps leaving gaps in your audit trail — this integration means every record and pipeline shift is captured accurately across your systems.
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 Microsoft Teams + Lofty

Build and manage your Microsoft Teams + 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 Microsoft Teams + 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 Lofty to Microsoft Teams?
Frequently Asked Questions
You can connect Lofty to Microsoft Teams in 1 click using ready workflows on Integrately. Choose from templates involving Gmail, DocuSign, Salesforce, or use Integrately AI to build custom automations with 42,000+ active users.
Can I automatically send Microsoft Teams channel alerts for every new Lofty lead?
Frequently Asked Questions
Can I connect Lofty, Microsoft Teams, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Lofty and Microsoft Teams?
Frequently Asked Questions
How do transaction updates in Lofty trigger Microsoft Teams notifications?
Frequently Asked Questions
Can I notify specific channels in Microsoft Teams based on Lofty lead pipeline changes?
Frequently Asked Questions
Do I need coding skills to automate Lofty and Microsoft Teams?
Frequently Asked Questions
Is the Lofty and Microsoft Teams integration free?
Frequently Asked Questions
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