OneHash CRM + Lofty Integration

Integrate Lofty to OneHash CRM in one click, or tell Integrately AI how you want each lead handled. Capture real estate leads, create corresponding contacts, update transactions, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • OneHash CRM
    Lead is created in OneHash CRM
  • OneHash CRM
    Lead is updated in OneHash CRM
  • OneHash CRM
    Customer is updated in OneHash CRM
  • OneHash CRM
    Contact is updated in OneHash CRM
  • OneHash CRM
    Customer is created in OneHash CRM
  • OneHash CRM
    Contact is created in OneHash CRM
  • OneHash CRM
    Item is updated in OneHash CRM
  • OneHash CRM
    Item is created in OneHash 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
Arrow Right
2.
  • OneHash CRM
    Create customer in OneHash CRM
  • OneHash CRM
    Create contact in OneHash CRM
  • OneHash CRM
    Search contact in OneHash CRM
  • OneHash CRM
    Create lead in OneHash CRM
  • OneHash CRM
    Create quotation in OneHash CRM
  • OneHash CRM
    Create purchase invoice in OneHash CRM
  • OneHash CRM
    Create sales invoice in OneHash CRM
  • OneHash CRM
    Create item in OneHash CRM
  • OneHash CRM
    Create sales order in OneHash CRM
  • OneHash CRM
    Create purchase order in OneHash CRM
  • 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 Lofty + OneHash CRM Integration

Capture real estate leads, create customer records, generate contacts, and update transaction pipelines, all in just one click.

Most popular automationmost-popular-automations
OneHash CRM + Lofty Integration

Create Lofty lead for new OneHash 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 OneHash CRM - Lofty integration, anytime a new OneHash 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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Connect more apps to your Lofty + OneHash CRM flow

Real estate teams often need to sync property data with spreadsheets, email campaigns, accounting tools, and team chat channels. Pick a combination and activate it in one click.

OneHash CRM
Lofty
+
Google SheetsGoogle Sheets (8)
+
MailchimpMailchimp (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
SlackSlack (8)
+
CalendlyCalendly (8)
+
TypeformTypeform (8)
L
G
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Add every new Lofty lead to your Google Sheets spreadsheet, and create a lead in OneHash CRM.
New Lofty leads appear in Google Sheets instantly and create a new lead in OneHash CRM, so your records stay updated everywhere.
L
G
O
Log every new Lofty transaction in Google Sheets, and create a purchase order in OneHash CRM.
Every Lofty transaction is logged in Google Sheets while generating a purchase order in OneHash CRM automatically.
L
G
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When a Lofty lead pipeline stage changes, update the Google Sheets row and create a customer in OneHash CRM.
Pipeline shifts in Lofty instantly update your Google Sheets tracker and create a customer profile in OneHash CRM.
L
G
O
Create a OneHash CRM quotation for every Google Sheets row generated from a Lofty transaction.
Google Sheets rows from Lofty transactions instantly generate quotations in OneHash CRM.
L
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If a Lofty lead has complete contact info, save it in Google Sheets and create a contact in OneHash CRM.
Qualified Lofty leads with complete details are logged in Google Sheets and added as contacts in OneHash CRM.
L
G
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When a Lofty transaction is updated, log the change in Google Sheets and update the OneHash CRM sales invoice.
Updated Lofty transactions refresh your Google Sheets records and update sales invoices in OneHash CRM.
L
G
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Use ChatGPT to summarise every new Lofty lead, log the summary in Google Sheets, and create a lead in OneHash CRM.
ChatGPT summarises new Lofty leads before logging them in Google Sheets and creating a lead in OneHash CRM.
L
G
O
S
Turn every won Lofty transaction into a Google Sheets row, create a sales order in OneHash CRM, and alert your team in Slack.
Won Lofty transactions update Google Sheets, generate OneHash CRM sales orders, and notify your team on Slack.

Supported triggers and actions for OneHash CRM and Lofty

Mix and match to build the exact automation you need

OneHash CRM
OneHash CRM Triggers & Actions
Lead is created in OneHash CRM
Triggers the automation when a new lead is created
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Lead is updated in OneHash CRM
Triggers the automation when the lead information is updated
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Customer is updated in OneHash CRM
Triggers the automation when customer details are updated
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Contact is updated in OneHash CRM
Triggers the automation when a contact is updated
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Customer is created in OneHash CRM
Triggers the automation when a new customer is created
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Contact is created in OneHash CRM
Triggers the automation when a new contact is created
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Item is updated in OneHash CRM
Triggers the automation when an item is modified
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Item is created in OneHash CRM
Triggers the automation when a new item is created
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Create customer in OneHash CRM
Adds a new customer to the database
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Create contact in OneHash CRM
Adds a new contact to the database
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Search contact in OneHash CRM
Finds and retrieves contact information
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Create lead in OneHash CRM
Generates new leads for potential customers
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Create quotation in OneHash CRM
Generates a new quotation with predefined details
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Create purchase invoice in OneHash CRM
Generates a purchase invoice for a sales transaction
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Create sales invoice in OneHash CRM
Generates a new sales invoice with pre-filled details
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Create item in OneHash CRM
Generates a new item
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Create sales order in OneHash CRM
Generates a new sales order with pre-filled details
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Create purchase order in OneHash CRM
Generates a purchase order for approved requests
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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
Try it →
Instant
Lead pipeline is changed in Lofty
Triggers the automation when the pipeline associated with the lead is changed
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Get transaction by lead id and transaction id in Lofty
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Create transaction in Lofty
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Update transaction 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 Lofty + OneHash CRM?

Streamline your real estate workflow by automating lead creation, transaction tracking, customer syncs, and team notifications across Lofty and OneHash CRM.

What you can automate?
🔄
Sync every new real estate lead across platforms
Instantly transfer leads created in Lofty directly into OneHash CRM without manual intervention, keeping your sales funnel fully up to date.
📋
Capture every submitted field and contact detail
Map all available contact attributes and property requirements from Lofty into OneHash CRM fields for comprehensive customer profiles.
🔔
Notify your team the moment a deal happens
Alert sales agents and managers instantly when a new transaction or lead pipeline update occurs in Lofty.
🔀
Branch workflows based on submitted lead data
Route leads differently depending on pipeline stage changes or custom criteria submitted within Lofty records.
🔄
Keep destination records updated as deals progress
Automatically update OneHash CRM customer stages whenever transaction modifications take place in Lofty.
🔍
Prevent duplicates with smart search and update
Search existing OneHash CRM records before creating new contacts or transactions from Lofty data.
Handle later status changes and cancellations
Automatically adjust invoices, orders, or customer statuses in OneHash CRM when Lofty transactions are closed or cancelled.
🔗
Extend your automation flow to team chat apps
Trigger automated Slack alerts and messages alongside your core Lofty and OneHash CRM data sync.
And much more...

Who is Lofty + OneHash CRM integration for?

Real estate professionals, sales managers, and finance teams rely on this integration to eliminate manual data entry and keep customer records permanently synchronized.

Performance marketers
Performance marketers
Sales reps
Sales reps
Client managers
Client managers
Operations teams
Operations teams
Onboarding specialists
Onboarding specialists
Finance officers
Finance officers
📈
Performance marketers
You report on campaign performance and lead generation metrics, but your pipeline numbers are always stale because records sit trapped in Lofty — integrating these apps means every new lead updates OneHash CRM instantly and your reporting stays accurate.
Sales reps
You need to act fast on new property inquiries, but you find out too late when leads are left unassigned in Lofty — automating both apps means instant lead creation in OneHash CRM so you can follow up immediately.
🤝
Client managers
You answer to real estate clients who want to see transaction progress, but manual updates leave gaps in your pipeline tracking — this integration means every Lofty transaction update syncs straight to OneHash CRM for complete visibility.
📊
Operations teams
The volume of property leads is too high for anyone to keep up by hand, leading to missed client records and lost deals — with this integration, high-volume lead capture runs completely on autopilot.
🔄
Onboarding specialists
You own the client onboarding step and depend on agents upstream to hand over lead data, but manual handoffs cause delays — automating both apps ensures seamless data flow from Lofty to OneHash CRM.
📑
Finance officers
You need a reliable history of customer interactions and invoices, but keep finding gaps between your real estate platform and CRM records — this integration means every transaction creates a dependable audit trail.
Our team

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Why choose Integrately to automate OneHash CRM + Lofty

Build and manage your OneHash 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 OneHash 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Lofty to OneHash CRM?
Frequently Asked Questions
You can connect Lofty to OneHash CRM in 1-click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Google Sheets, Slack, Mailchimp, and 1,500+ other apps.
Can I automatically sync new Lofty leads to OneHash CRM?
Frequently Asked Questions
Can I connect Lofty, OneHash CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lofty and OneHash CRM?
Frequently Asked Questions
How does Lofty handle transaction updates with OneHash CRM?
Frequently Asked Questions
Can OneHash CRM trigger updates when Lofty leads change stages?
Frequently Asked Questions
Do I need coding skills to automate Lofty and OneHash CRM?
Frequently Asked Questions
Is the Lofty and OneHash CRM integration free?
Frequently Asked Questions
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You Can Also Connect Lofty or OneHash CRM With 1500+ Other Apps

Lofty
Popular Lofty Integrations
Connect Lofty to marketing, communication, and analytics tools to enhance your real estate productivity.
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OneHash CRM
Popular OneHash CRM Integrations
Sync OneHash CRM with invoicing, support, and project management apps to unify your business operations.