Raynet CRM + Lofty Integration

Integrate Lofty to Raynet CRM in one click, or tell Integrately AI how you want each lead handled. Create contacts, track business cases, update your CRM records, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Raynet CRM
    Person is created in Raynet CRM Instant
  • Raynet CRM
    Person is updated in Raynet CRM Instant
  • Raynet CRM
    Company is created in Raynet CRM Instant
  • Raynet CRM
    Company is updated in Raynet CRM Instant
  • Raynet CRM
    BusinessCase is created in Raynet CRM Instant
  • Raynet CRM
    BusinessCase is updated in Raynet CRM Instant
  • Raynet CRM
    Product is created in Raynet CRM Instant
  • Raynet CRM
    Product is updated in Raynet CRM Instant
  • Raynet CRM
    Project is created in Raynet CRM Instant
  • Raynet CRM
    Project is updated in Raynet CRM Instant
  • Raynet CRM
    Lead is created in Raynet CRM Instant
  • Raynet CRM
    Lead is updated in Raynet CRM Instant
  • Raynet CRM
    Order is created in Raynet CRM Instant
  • Raynet CRM
    Order is updated in Raynet CRM 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.
  • Raynet CRM
    Create BusinessCase in Raynet CRM
  • Raynet CRM
    Create project in Raynet CRM
  • Raynet CRM
    Search project in Raynet CRM
  • Raynet CRM
    Create person in Raynet CRM
  • Raynet CRM
    Search person in Raynet CRM
  • Raynet CRM
    Update person in Raynet CRM
  • Raynet CRM
    Create company in Raynet CRM
  • Raynet CRM
    Search company in Raynet CRM
  • Raynet CRM
    Update Company in Raynet CRM
  • Raynet CRM
    Create product in Raynet CRM
  • Raynet CRM
    Search product in Raynet CRM
  • Raynet CRM
    Create lead in Raynet CRM
  • Raynet CRM
    Search lead in Raynet CRM
  • Raynet CRM
    Update Lead in Raynet 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 + Raynet CRM Integration

Capture leads, create business cases, keep your CRM updated, alert your team, and send follow-ups, all in just one click.

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

Create Lofty lead for new Raynet CRM person

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 Raynet CRM - Lofty integration, anytime a new Raynet CRM person 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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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Lofty + Raynet CRM flow

Capture leads into Lofty, sync them to Raynet CRM, and notify your email or messaging tools instantly. Pick a combination and activate it in one click.

Raynet CRM
Lofty
+
Facebook Lead AdsFacebook Lead Ads (4)
+
MailchimpMailchimp (4)
+
GmailGmail (4)
+
Google CalendarGoogle Calendar (4)
+
CalendlyCalendly (4)
+
DocuSignDocuSign (4)
F
L
R
Add Facebook Lead Ads leads to Lofty, create a person in Raynet CRM, and notify your team
Every Facebook Lead Ads lead flows into Lofty and creates a person in Raynet CRM instantly, removing manual data entry.
F
L
R
When a Facebook Lead Ads lead is submitted, update the lead in Lofty and update the person in Raynet CRM
Keep Lofty and Raynet CRM synchronized whenever a Facebook Lead Ads lead updates.
F
L
R
Capture Facebook Lead Ads leads in Lofty, search for existing records in Raynet CRM, and add a note
Search existing Raynet CRM records and log notes from Facebook Lead Ads leads in Lofty.
F
L
R
Use Claude to analyse Facebook Lead Ads leads, create a lead in Lofty, and create a BusinessCase in Raynet CRM
Use Claude to qualify Facebook Lead Ads leads before creating records in Lofty and Raynet CRM.

Supported triggers and actions for Raynet CRM and Lofty

Mix and match to build the exact automation you need

Raynet CRM
Raynet CRM Triggers & Actions
Instant
Person is created in Raynet CRM
Triggers the automation when a new person is created
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Instant
Person is updated in Raynet CRM
Triggers the automation when a person's profile is updated
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Instant
Company is created in Raynet CRM
Triggers the automation when a new company is created
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Instant
Company is updated in Raynet CRM
Triggers the automation when a company is updated
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Instant
BusinessCase is created in Raynet CRM
Triggers the automation when a new BusinessCase is created
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Instant
BusinessCase is updated in Raynet CRM
Triggers the automation when a BusinessCase is updated
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Instant
Product is created in Raynet CRM
Triggers the automation when a new product is created
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Instant
Product is updated in Raynet CRM
Triggers the automation when a product is updated
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Instant
Project is created in Raynet CRM
Triggers the automation when a new project is created
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Instant
Project is updated in Raynet CRM
Triggers the automation when a project is updated
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Instant
Lead is created in Raynet CRM
Triggers the automation when a new lead is created
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Instant
Lead is updated in Raynet CRM
Triggers the automation when the lead information is updated
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Instant
Order is created in Raynet CRM
Triggers the automation when a new order is created
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Instant
Order is updated in Raynet CRM
Triggers the automation when any order is updated
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Create BusinessCase in Raynet CRM
Creates a new business case
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Create project in Raynet CRM
Creates a new project
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Search project in Raynet CRM
Searches for a project
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Create person in Raynet CRM
Generates a new person
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Search person in Raynet CRM
Retrieves information about a person
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Update person in Raynet CRM
Updates the information of a person
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Create company in Raynet CRM
Generates a new company profile with given details
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Search company in Raynet CRM
Finds information about a company
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Update Company in Raynet CRM
Updates company information
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Create product in Raynet CRM
Generates and launch new products
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Search product in Raynet CRM
Searches for a product
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Create lead in Raynet CRM
Generates new leads for potential customers
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Search lead in Raynet CRM
Retrieves information for a particular lead
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Update Lead in Raynet CRM
Updates the lead 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
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
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Get lead by Id in Lofty
Retrieves a lead's information based on their id
Try it →

What can you automate with Lofty + Raynet CRM?

Streamline your real estate operations by connecting lead management, pipeline tracking, and CRM records in one unified workflow.

What you can automate?
🔄
Create a Raynet CRM person for every new Lofty lead
Automatically convert every inbound property enquiry from Lofty into a new person record inside Raynet CRM the moment it arrives.
📋
Capture every submitted lead detail and custom field
Map all available lead information, notes, and property preferences from Lofty straight into your Raynet CRM fields.
🔔
Alert your team the moment a transaction updates
Trigger instant team notifications whenever a Lofty transaction is created, updated, or moves through pipeline stages.
🔀
Route records based on submitted lead pipeline changes
Send leads to different Raynet CRM business cases or update specific project pipelines based on Lofty lead status criteria.
🔄
Keep your CRM destination completely up to date
Automatically update existing person and company records in Raynet CRM whenever lead details or transaction statuses change in Lofty.
🔍
Search and update instead of creating duplicate records
Check for existing records in Raynet CRM before creating new entries, preventing clutter and keeping your database clean.
💼
Handle later pipeline status changes and closed deals
Automatically update Raynet CRM business cases and projects when Lofty transactions reach closed, completed, or canceled stages.
✉️
Extend your workflow to email and marketing tools
Connect your core Lofty and Raynet CRM flow with Gmail or Mailchimp to trigger automated follow-up emails and subscriber updates.
And much more...

Who is Lofty + Raynet CRM integration for?

Real estate agents, sales managers, and operations teams managing client pipelines need accurate data without manual data entry between Lofty and Raynet CRM.

Performance marketers and analytics leads
Performance marketers and analytics leads
Real estate agents and sales reps
Real estate agents and sales reps
Account managers and client leads
Account managers and client leads
High-volume brokers and admin teams
High-volume brokers and admin teams
Inside sales and handoff teams
Inside sales and handoff teams
Operations managers and data leads
Operations managers and data leads
📈
Performance marketers and analytics leads
You're running campaigns across multiple platforms but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the CRM instantly and your data stays current.
Real estate agents and sales reps
You're fielding inbound property enquiries in Lofty but your CRM records are created hours later, so prospective buyers slip away while you re-type contact details — with this integration, every new lead creates a person record instantly and you can follow up right away.
📋
Account managers and client leads
You're managing client transactions in Lofty but stakeholders keep asking for status updates before Raynet CRM reflects the latest deal stage, so you spend your morning copying data between systems — with this integration, every pipeline change updates your records automatically and visibility is guaranteed.
🚀
High-volume brokers and admin teams
You're processing dozens of daily property leads where manual entry into both Lofty and Raynet CRM leads to missing records and duplicate entries, so your pipeline integrity breaks down — with this integration, every submission syncs cleanly and your database stays organised.
🤝
Inside sales and handoff teams
You're waiting for upstream lead qualification in Lofty before you can create business cases in Raynet CRM, so deals stall while paperwork sits unfinished — with this integration, every lead hands off immediately and your sales pipeline moves without friction.
🗂️
Operations managers and data leads
You're auditing client records across disparate platforms where missing transaction notes and desynchronised customer histories leave blind spots in reporting, so executive reviews are built on incomplete data — with this integration, every interaction is logged reliably across both apps.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Raynet CRM + Lofty

Build and manage your Raynet 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 Raynet 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
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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 Raynet CRM?
Frequently Asked Questions
You can connect Lofty to Raynet CRM in one click using pre-built workflows or ask Integrately AI to build your automation. Start from the Lofty and Raynet CRM integration and activate your workflow instantly.
Can I automatically sync new Lofty leads to Raynet CRM?
Frequently Asked Questions
Can I connect Lofty, Raynet CRM, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Lofty and Raynet CRM?
Frequently Asked Questions
How does Lofty handle lead pipeline changes in automations?
Frequently Asked Questions
How are business cases created in Raynet CRM through automation?
Frequently Asked Questions
Can I automate Lofty and Raynet CRM without any coding?
Frequently Asked Questions
Is the Lofty and Raynet CRM integration free?
Frequently Asked Questions
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You Can Also Connect Lofty or Raynet CRM With 1500+ Other Apps

Lofty
Popular Lofty Integrations
Connect Lofty to real estate marketing, email, and productivity tools to manage and follow up on your properties.
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Lofty Integrations arrow right
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Raynet CRM
Popular Raynet CRM Integrations
Sync Raynet CRM with accounting, project management, and reporting tools to keep client data working across your stack.