Lofty + SendGrid Integration

Integrate Lofty to SendGrid in one click, or tell Integrately AI how you want each lead handled. Capture client details, update your marketing lists, trigger automated follow-ups, and alert your team instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • SendGrid
    Create or update contact in SendGrid
  • SendGrid
    Send email in SendGrid

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Ready WorkflowsReady Workflows   for Lofty + SendGrid Integration

Capture new leads, sync contact lists, trigger email campaigns, and keep your real estate records updated, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Lofty + SendGrid flow

Sync client data with calendars, documents, ad campaigns, and marketing tools as soon as your core automation finishes. Pick a combination and activate it in one click.

Lofty
SendGrid
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (3)
+
ZillowZillow (3)
+
Facebook Lead AdsFacebook Lead Ads (3)
+
DocuSignDocuSign (3)
+
MailchimpMailchimp (3)
L
S
G
When a new lead is created in Lofty, create or update a contact in SendGrid and schedule a consultation event in Google Calendar.
New Lofty leads instantly appear in SendGrid as updated contacts and block out time in Google Calendar.
L
S
G
When a Lofty lead pipeline stage changes, update their contact details in SendGrid and create a follow-up reminder in Google Calendar.
Pipeline shifts in Lofty automatically update SendGrid contacts and schedule Google Calendar follow-ups.
L
S
G
When a transaction is created in Lofty, send a confirmation email via SendGrid and add a key deadline in Google Calendar.
New Lofty transactions trigger SendGrid email notifications and add crucial dates to Google Calendar.

Supported triggers and actions for Lofty and SendGrid

Mix and match to build the exact automation you need

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 →
SendGrid
SendGrid Triggers & Actions
No trigger is available
Create or update contact in SendGrid
Creates or updates a contact
Try it →
Send email in SendGrid
Sends an email to a recipient
Try it →

What can you automate with Lofty + SendGrid?

Streamline your real estate operations by connecting lead capture, contact management, and email communication into a unified automated workflow.

What you can automate?
🔄
Sync new Lofty leads to SendGrid contacts instantly
Automatically create or update contact records in SendGrid the moment a new lead is captured in Lofty. Your marketing lists stay populated without manual export work.
📋
Capture every submitted lead detail and property note
Map available Lofty lead attributes and transaction fields directly into SendGrid custom properties. Your email campaigns gain richer context for personalized messaging.
🔔
Trigger instant email alerts for important lead actions
Send targeted notification emails through SendGrid whenever a key event occurs in Lofty. Keep your sales team and clients informed without manual follow-up.
🔀
Route communications based on lead pipeline stages
Perform different actions depending on where a lead sits in your Lofty pipeline. Send onboarding sequences to active buyers and nurturing messages to cold prospects.
📝
Keep contact information updated as details change
Automatically update existing SendGrid contacts whenever lead information or transaction statuses are modified in Lofty. Eliminate duplicate entries and outdated records.
Upsert contacts instead of creating duplicates
Use intelligent create-or-update operations to ensure each lead corresponds to a single SendGrid contact record. Maintain clean database hygiene effortlessly.
🏷️
Handle later status changes and transaction updates
Trigger automated email workflows in SendGrid when a Lofty transaction moves to closing or changes status. Keep all stakeholders aligned on deal progress.
🔌
Extend your workflow with Google Calendar integration
Connect your Lofty and SendGrid automation to Google Calendar to automatically schedule consultation meetings when new leads enter your active pipeline.
And much more...

Who is Lofty + SendGrid integration for?

Real estate professionals and marketing teams connect Lofty and SendGrid to eliminate manual data entry, streamline lead engagement, and keep contact lists synchronized.

Real estate marketing directors
Real estate marketing directors
Buyer agents
Buyer agents
Managing brokers
Managing brokers
Lead generation managers
Lead generation managers
Transaction coordinators
Transaction coordinators
Administrative supervisors
Administrative supervisors
📈
Real estate marketing directors
You're running multi-channel campaigns but your email lists only update when someone manually exports leads, so the subscriber counts you're reviewing against are always outdated — with this integration, every new lead lands in SendGrid instantly and your campaign data stays current.
Buyer agents
You need to engage incoming prospects immediately, but checking your CRM and typing addresses into your email tool takes valuable time away from clients — connecting these apps means every new Lofty lead updates SendGrid automatically so your follow-up emails fire without delay.
📋
Managing brokers
You answer to stakeholders who want clear visibility into pipeline growth and communication volume, but scattered lead data makes reporting tedious — this integration means every pipeline shift and contact update syncs across your systems so your performance reports are always accurate.
🔄
Lead generation managers
The volume of inbound property inquiries is too high for anyone to keep up with by hand, leading to missed subscriber updates and broken follow-up chains — automating both apps means contact creation and list segmentation happen instantly at any scale.
🤝
Transaction coordinators
You own the closing paperwork stage and depend on sales agents to hand over correct client contact data, but key details are frequently missing or delayed — with this integration, transaction updates flow straight into your email database without manual intervention.
🗂️
Administrative supervisors
You need a reliable history of all client interactions and keep finding gaps where leads were captured in Lofty but never added to your email marketing tool — automating both apps means your contact records remain complete and auditable.
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 Lofty + SendGrid

Build and manage your Lofty + SendGrid automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Lofty + SendGrid 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 SendGrid?
Frequently Asked Questions
You can connect Lofty to SendGrid in 1-click using ready templates on Integrately. You can also use Integrately AI to set up your workflow alongside tools like Google Calendar, Calendly, and Mailchimp.
Can I automatically send a SendGrid email when a Lofty lead is created?
Frequently Asked Questions
Can I connect Lofty, SendGrid, and Google Calendar?
Frequently Asked Questions
What is a good Zapier alternative for Lofty and SendGrid?
Frequently Asked Questions
How does Lofty handle lead updates during integrations?
Frequently Asked Questions
How are contacts managed in SendGrid through automation?
Frequently Asked Questions
Is coding required to set up Lofty and SendGrid workflows?
Frequently Asked Questions
Is the Lofty and SendGrid integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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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