Really Simple Systems CRM + Lofty Integration

Integrate Lofty to Really Simple Systems CRM in one click, or tell Integrately AI how you want each lead handled. Sync contacts, track opportunities, log activities, and update your pipeline automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Really Simple Systems CRM
    Opportunity is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Contact is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Account is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Task is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Activity is created in Really Simple Systems 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
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2.
  • Really Simple Systems CRM
    Create Opportunity in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create task in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create contact in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search contact by email in Really Simple Systems CRM
  • Really Simple Systems CRM
    Update dropdown list in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create activity in Really Simple Systems CRM
  • 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 Workflows Ready Workflows for Lofty + Really Simple Systems CRM Integration

Capture leads, create contacts, update transactions, track opportunities, and sync details, all in just one click.

Most popular automationmost-popular-automations
Really Simple Systems CRM + Lofty Integration

Create Lofty lead for new Really Simple Systems 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 Really Simple Systems CRM - Lofty integration, anytime a new Really Simple Systems 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 + Really Simple Systems CRM flow

Trigger additional actions in your favourite tools the moment your core pair finishes running. Pick a combination and activate it in one click.

Really Simple Systems CRM
Lofty
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Google CalendarGoogle Calendar (8)
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MailchimpMailchimp (8)
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GmailGmail (8)
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Google SheetsGoogle Sheets (8)
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SlackSlack (8)
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StripeStripe (8)
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When a new Lofty lead is created, schedule a Google Calendar event and create a Really Simple Systems CRM contact.
New Lofty leads automatically create a calendar event and a Really Simple Systems CRM contact without manual data entry.
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When a Really Simple Systems CRM opportunity is created, schedule a Google Calendar meeting and update the Lofty lead.
New Really Simple Systems CRM opportunities trigger a calendar meeting and update your Lofty records instantly.
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When a Google Calendar event is created, update the Lofty lead and create a Really Simple Systems CRM activity.
Calendar events update your Lofty lead records and log a Really Simple Systems CRM activity automatically.
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Create a Google Calendar meeting for every Lofty transaction, open a Really Simple Systems CRM task, and update the transaction.
Lofty transactions automatically schedule calendar meetings and create follow-up tasks in Really Simple Systems CRM.
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If a Lofty lead pipeline changes, schedule a Google Calendar follow-up and create a Really Simple Systems CRM opportunity.
Pipeline stage changes in Lofty trigger calendar follow-ups and new opportunities in Really Simple Systems CRM.
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When a Google Calendar meeting is updated, update the Really Simple Systems CRM activity and update the Lofty lead.
Calendar updates automatically refresh your Really Simple Systems CRM activity logs and Lofty lead records.
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Use Gemini to summarise Lofty lead notes, schedule a Google Calendar event, and create a Really Simple Systems CRM contact.
Gemini summarises Lofty notes to schedule calendar events and create contacts in Really Simple Systems CRM.
L
G
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When a lead is created in Lofty, create a Google Calendar event, add a Really Simple Systems CRM contact, and notify Slack.
New Lofty leads schedule calendar events, create CRM contacts, and alert your team on Slack.

Supported triggers and actions for Really Simple Systems CRM and Lofty

Mix and match to build the exact automation you need

Really Simple Systems CRM
Really Simple Systems CRM Triggers & Actions
Opportunity is created in Really Simple Systems CRM
Triggers the automation when any opportunity is updated
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Contact is created in Really Simple Systems CRM
Triggers the automation when a new contact is created
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Account is created in Really Simple Systems CRM
Triggers the automation when a new account is created
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Task is created in Really Simple Systems CRM
Triggers the automation when a new task is created
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Activity is created in Really Simple Systems CRM
Triggers the automation when a new activity is created
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Create Opportunity in Really Simple Systems CRM
Creates a new instance of the support system
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Create task in Really Simple Systems CRM
Creates a new task
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Create contact in Really Simple Systems CRM
Adds a new contact to the database
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Search contact by email in Really Simple Systems CRM
Finds and retrieves contact information using their email address
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Update dropdown list in Really Simple Systems CRM
Updates a dropdown list
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Create account in Really Simple Systems CRM
Generates a new account
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Search account in Really Simple Systems CRM
Searches for account information
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Create activity in Really Simple Systems CRM
Generates a new activity or task
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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
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Instant
Lead pipeline is changed in Lofty
Triggers the automation when the pipeline associated with the lead is changed
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Update transaction in Lofty
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Create transaction in Lofty
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Get transaction by lead id and transaction id 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 + Really Simple Systems CRM?

Streamline lead management, opportunity tracking, and record syncing between your real estate platform and CRM.

What you can automate?
🔄
Sync leads and contacts instantly
Automatically turn every new Lofty lead into a contact in Really Simple Systems CRM the moment it is captured, eliminating manual entry.
📋
Capture every submitted field
Map all available lead details and transaction properties across both platforms instead of just basic names and email addresses.
🔔
Alert your team immediately
Notify agents and sales reps on chat channels or via email the second a high-value real estate transaction or lead update occurs.
🔀
Route records conditionally
Send leads down different automation paths based on pipeline stage changes or custom field values submitted in your real estate forms.
📝
Keep pipeline stages updated
Ensure deal progression in Lofty automatically updates corresponding opportunity stages in Really Simple Systems CRM without duplicate work.
🔍
Search and update existing records
Search for existing leads or accounts before creating new entries, preventing duplicate contacts in your database.
Handle later status changes
Trigger follow-up tasks and update transaction records when pipeline stages change or deals reach closed status.
🔌
Extend flows with supporting apps
Connect your Lofty and Really Simple Systems CRM workflow to Google Sheets, Slack, or Gmail for complete multi-app coordination.
And much more...

Who is Lofty + Really Simple Systems CRM integration for?

Real estate professionals, sales managers, and operations teams looking to connect property management pipelines with client relationship records.

Real estate sales managers
Real estate sales managers
Real estate agents
Real estate agents
Client success leads
Client success leads
Operations coordinators
Operations coordinators
Finance directors
Finance directors
CRM administrators
CRM administrators
📈
Real estate sales managers
You report on transaction pipelines and rely on accurate deal stages, but your metrics are always outdated because agents manually export leads — this integration means every new deal updates your CRM instantly and your reporting stays current.
🏠
Real estate agents
You need to respond to buyer inquiries instantly, but finding new leads buried in notifications causes costly delays in follow-up — automating both apps means every inquiry flows straight into your contact list the second it arrives.
🤝
Client success leads
You answer to buyers and sellers who expect up-to-date communication, but fragmented records leave gaps in your client history — with this integration, every client note and transaction milestone syncs without manual copy-pasting.
⚙️
Operations coordinators
The volume of inbound property listings and client submissions is too high for anyone to keep up by hand, leading to missed tasks — automating both apps means every transaction triggers immediate follow-ups across your tools.
💳
Finance directors
You own the billing handoff and depend on sales teams to log financial milestones, but missing CRM entries delay invoicing — connecting these apps means financial events and transaction data sync without manual intervention.
🗂️
CRM administrators
You need a reliable history of all lead interactions, but inconsistent data entry leaves frustrating gaps in your database — this integration means every contact, pipeline change, and activity logs automatically without exceptions.
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Why choose Integrately to automate Really Simple Systems CRM + Lofty

Build and manage your Really Simple Systems 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 Really Simple Systems 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
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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 Really Simple Systems CRM?
Frequently Asked Questions
You can connect Lofty to Really Simple Systems CRM in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Google Sheets, Slack, and Gmail.
Can I automatically sync new Lofty leads as Really Simple Systems CRM contacts?
Frequently Asked Questions
Can I connect Lofty, Really Simple Systems CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Lofty and Really Simple Systems CRM?
Frequently Asked Questions
How are Lofty lead updates handled in Really Simple Systems CRM?
Frequently Asked Questions
Can Really Simple Systems CRM opportunities update Lofty leads?
Frequently Asked Questions
Do I need coding skills to automate Lofty and Really Simple Systems CRM?
Frequently Asked Questions
Is the Lofty and Really Simple Systems CRM integration free?
Frequently Asked Questions
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You Can Also Connect Lofty or Really Simple Systems CRM With 1500+ Other Apps

Lofty
Popular Lofty Integrations
Connect Lofty to property portals, e-signature tools, and calendar platforms to manage real estate workflows.
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Really Simple Systems CRM
Popular Really Simple Systems CRM Integrations
Sync Really Simple Systems CRM with accounting, email marketing, and helpdesk tools to keep customer data consistent.