Service Provider Pro + Lofty Integration

Q: Can I automatically create Lofty leads when a new Service Provider Pro order is created?

You can automatically create Lofty leads when a new Service Provider Pro order is created using ready-made automations on Integrately.

Q: Can I connect Lofty, Service Provider Pro, and Google Sheets?

You can connect Lofty, Service Provider Pro, and Google Sheets together to capture order data, update CRM leads, and log records across your stack alongside 1,500+ other apps.

Q: What is a good Zapier alternative for Lofty and Service Provider Pro?

Integrately is a great alternative for Lofty and Service Provider Pro, offering 1-click automations, 20 million+ templates, 24/5 live chat support, and 3x to 10x lower cost.

Q: How are lead updates handled between Service Provider Pro and Lofty?

Lead updates are handled automatically when order statuses change or invoices are paid in Service Provider Pro, syncing directly into your Lofty records.

Q: Can I sync subscription and invoice data from Service Provider Pro into Lofty?

You can sync invoice payments and subscription events from Service Provider Pro to update your Lofty leads and transactions automatically.

Q: Do I need coding skills to automate Lofty and Service Provider Pro?

No coding skills are required to connect Lofty and Service Provider Pro; you can use pre-built ready templates or describe your workflow to Integrately AI.

Q: Is the Lofty and Service Provider Pro integration free?

The Lofty and Service Provider Pro integration is available on Integrately with a free forever plan included so you can start automating immediately.

Integrate Lofty to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Capture agency orders, create or update Lofty leads, log transaction updates, and sync your workflow automatically.

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Order is created in Service Provider Pro Instant
Order status is changed in Service Provider Pro Instant
Tag is added to order in Service Provider Pro Instant
Invoice is paid in Service Provider Pro Instant
Invoice is refunded in Service Provider Pro Instant
Account is created in Service Provider Pro Instant
Form is submitted in Service Provider Pro Instant
Subscription is cancelled in Service Provider Pro Instant
Subscription is paid in Service Provider Pro Instant
Subscription is failed in Service Provider Pro Instant
Message is posted in Service Provider Pro Instant
Ticket is created in Service Provider Pro Instant
Transaction is created or updated in Lofty Instant
Lead is created or updated in Lofty Instant
Lead pipeline is changed in Lofty Instant

Update transaction in Lofty
Create transaction in Lofty
Get transaction by lead id and transaction id in Lofty
Create lead in Lofty
Update lead in Lofty
Search lead in Lofty
Add note in Lofty
Get lead by Id in Lofty

Trusted by experts at...

Ready Workflows for Lofty + Service Provider Pro Integration

Capture agency orders, create or update Lofty leads, log transaction updates, alert your team, all in just one click.

Create Lofty lead from new Service Provider Pro order

As an online store owner, you're likely using Service Provider Pro to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' lead information.

But did you know that you can easily integrate Service Provider Pro with Lofty? This integration will allow you to automatically create a lead for each new order in Lofty.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.

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1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Lofty + Service Provider Pro flow

Streamline real estate and agency operations by syncing leads, billing details, and notifications across your stack. Pick a combination and activate it in one click.

Google Sheets (4)

Slack (4)

Stripe (4)

DocuSign (4)

Calendly (4)

Gmail (4)

When an order is created in Service Provider Pro, create a lead in Lofty and add a row in Google Sheets

New Service Provider Pro orders immediately create matching leads in Lofty and log all details in Google Sheets.

When an invoice is paid in Service Provider Pro, update the lead in Lofty and log the payment in Google Sheets

Paid invoices in Service Provider Pro update corresponding Lofty leads and record payment details in Google Sheets.

When an order status changes in Service Provider Pro, update the lead in Lofty and log the update in Google Sheets

Order status changes in Service Provider Pro update Lofty lead pipelines and refresh your Google Sheets records.

When a ticket is created in Service Provider Pro, add a note in Lofty and log the ticket in Google Sheets

Support tickets raised in Service Provider Pro append a note to the Lofty lead and log details in Google Sheets.

When an order is created in Service Provider Pro, create a lead in Lofty and notify your team in Slack

New Service Provider Pro orders create Lofty leads and instantly alert your team in Slack.

When an invoice is paid in Service Provider Pro, update the lead in Lofty and notify your finance channel in Slack

Paid invoices update Lofty leads and trigger instant financial notifications in Slack.

If a Service Provider Pro order status changes to complete, update the Lofty lead and notify your team in Slack

Completed orders update Lofty lead pipelines and notify your team in Slack.

When a ticket is created in Service Provider Pro, add a note in Lofty and alert your support channel in Slack

New support tickets add notes to Lofty leads and alert your support team in Slack.

When an order is created in Service Provider Pro, create a Lofty lead and record a customer in Stripe

Service Provider Pro orders generate Lofty leads and initialize customer records in Stripe.

When an invoice is paid in Service Provider Pro, update the Lofty lead and create a charge in Stripe

Paid Service Provider Pro invoices update Lofty leads and record successful charges in Stripe.

When a subscription is cancelled in Service Provider Pro, update the Lofty lead and cancel the subscription in Stripe

Cancelled subscriptions update Lofty leads and terminate active billing in Stripe.

When a subscription payment fails in Service Provider Pro, update the Lofty lead and retrieve the failed invoice in Stripe

Failed subscription payments update Lofty leads and fetch invoice details from Stripe.

When an order is created in Service Provider Pro, create a Lofty lead and send an agreement in DocuSign

New Service Provider Pro orders create Lofty leads and trigger contract requests in DocuSign.

When an account is created in Service Provider Pro, update the Lofty lead and create a template in DocuSign

New agency accounts update Lofty leads and prepare document templates in DocuSign.

When an invoice is paid in Service Provider Pro, update the Lofty lead and get envelope status in DocuSign

Paid invoices update Lofty leads and check document signing statuses in DocuSign.

When a form is submitted in Service Provider Pro, add a note in Lofty and send a document in DocuSign

Submitted forms add notes to Lofty leads and dispatch onboarding agreements via DocuSign.

When an order is created in Service Provider Pro, create a Lofty lead and schedule a meeting type in Calendly

New orders create Lofty leads and set up scheduling links in Calendly.

When an account is created in Service Provider Pro, update the Lofty lead and list scheduled events in Calendly

New accounts update Lofty leads and retrieve upcoming consultations in Calendly.

When a ticket is created in Service Provider Pro, add a note in Lofty and get invitee details in Calendly

Support tickets add notes to Lofty leads and pull invitee records from Calendly.

When an invoice is refunded in Service Provider Pro, update the Lofty lead and cancel the scheduled meeting in Calendly

Refunded invoices update Lofty leads and automatically cancel pending Calendly meetings.

When an order is created in Service Provider Pro, create a Lofty lead and send an email via Gmail

New orders create Lofty leads and dispatch welcome emails through Gmail.

When an invoice is paid in Service Provider Pro, update the Lofty lead and send a receipt via Gmail

Paid invoices update Lofty leads and send payment confirmation emails via Gmail.

When a subscription is cancelled in Service Provider Pro, update the Lofty lead and send a retention email via Gmail

Cancelled subscriptions update Lofty leads and trigger retention emails via Gmail.

When a ticket is created in Service Provider Pro, add a note in Lofty and send an acknowledgement via Gmail

New support tickets add notes to Lofty leads and send support confirmations via Gmail.

Supported triggers and actions for Service Provider Pro and Lofty

Mix and match to build the exact automation you need

Service Provider Pro Triggers & Actions

Instant

Order is created in Service Provider Pro

Triggers the automation when a new order is created

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Instant

Order status is changed in Service Provider Pro

Triggers the automation when the order status changes

Try it →

Instant

Tag is added to order in Service Provider Pro

Triggers the automation when a tag is added

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Instant

Invoice is paid in Service Provider Pro

Triggers the automation when an invoice is marked as paid

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Instant

Invoice is refunded in Service Provider Pro

Triggers the automation when an invoice is refunded

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Instant

Account is created in Service Provider Pro

Triggers the automation when a new account is created

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Instant

Form is submitted in Service Provider Pro

Triggers the automation when a form is filled

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Instant

Subscription is cancelled in Service Provider Pro

Triggers the automation when a subscription is cancelled

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Instant

Subscription is paid in Service Provider Pro

Triggers the automation when a subscription fee is successfully paid

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Instant

Subscription is failed in Service Provider Pro

Triggers the automation when a subscription payment has failed

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Instant

Message is posted in Service Provider Pro

Triggers the automation when a message is posted

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Instant

Ticket is created in Service Provider Pro

Triggers the automation when a new ticket is created

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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 →

What can you automate with Lofty + Service Provider Pro?

Connect your agency orders and client billing directly to your real estate leads and transactions for seamless operations.

Get Started For Free

🔄

Sync agency orders directly into Lofty leads

Create a new Lofty lead automatically every time an order is placed in Service Provider Pro. Eliminate manual data entry and ensure every client enters your pipeline instantly.

📋

Capture every submitted form detail

Map all intake form answers from Service Provider Pro into Lofty notes and custom fields instead of just basic names. Keep your CRM records thorough and actionable.

🔔

Alert your team the moment orders arrive

Send instant notifications to your sales or support channels in Slack whenever a new Service Provider Pro order is created or paid.

🔀

Route records based on order status changes

Trigger different Lofty updates depending on whether a Service Provider Pro order is completed, updated, or cancelled.

📈

Keep transaction records continuously updated

Reflect payment milestones, refunds, and subscription changes from Service Provider Pro directly inside your Lofty transactions and lead profiles.

🔍

Add notes and update existing records

Attach support tickets and account updates as notes to existing Lofty leads rather than creating unnecessary duplicate entries.

💳

Handle invoices and subscription events

Automatically update lead pipelines and notify finance teams whenever invoices are paid or subscriptions fail in Service Provider Pro.

⚡

Extend your workflow to external tools

Connect your core Lofty and Service Provider Pro flow to Google Sheets, Slack, or Gmail to log data and email clients automatically.

And much more...

Who is Lofty + Service Provider Pro integration for?

Real estate professionals and agency operators bridge client management, order tracking, and lead nurturing without manual data entry.

Real Estate Operations Managers

Agency Account Executives

Client Success Directors

Business Development Leads

Sales Team Supervisors

Real Estate Brokers

📈

Real Estate Operations Managers

You're tracking property deals in Lofty while managing client agency orders separately, so your revenue metrics are always out of alignment — automating both apps means every new order instantly creates the corresponding record and your reports stay accurate.

⚡

Agency Account Executives

You need to act fast when clients submit new orders, but manual handoffs between agency tools and Lofty delay your outreach — with this integration, every new order populates your CRM leads immediately and your team responds without delay.

📋

Client Success Directors

You answer to stakeholders who want complete visibility into client onboarding, but switching between billing apps and Lofty creates blind spots — connecting these apps means order statuses and lead pipelines sync automatically for total transparency.

📊

Business Development Leads

The volume of incoming agency orders is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned leads — automating both apps means every submission generates a tracked record instantly.

🤝

Sales Team Supervisors

You own the pipeline handoff and depend on upstream order creation to assign new leads, but manual entry causes frustrating delays — integrating these apps means your sales reps receive new leads the moment orders are confirmed.

🗂️

Real Estate Brokers

You need a reliable history of client transactions and orders, but manual logging leaves dangerous gaps in your records — automating both apps means every payment and order updates your Lofty database without errors.

Try This Integration – No Code Needed

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 Service Provider Pro + Lofty

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

1,500+ apps connected

Connect Service Provider Pro + Lofty with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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.

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Frequently Asked Questions

How do I connect Lofty to Service Provider Pro?

You can connect Lofty to Service Provider Pro in 1 click using ready templates on Integrately, or use Integrately AI to build custom multi-step workflows with apps like Google Sheets, Slack, and Gmail.

Can I automatically create Lofty leads when a new Service Provider Pro order is created?

Can I connect Lofty, Service Provider Pro, and Google Sheets?

What is a good Zapier alternative for Lofty and Service Provider Pro?

How are lead updates handled between Service Provider Pro and Lofty?

Can I sync subscription and invoice data from Service Provider Pro into Lofty?

Do I need coding skills to automate Lofty and Service Provider Pro?

Is the Lofty and Service Provider Pro integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Lofty or Service Provider Pro With 1500+ Other Apps

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Popular Service Provider Pro Integrations

Sync Service Provider Pro with accounting, project management, and invoicing tools to keep agency operations running smoothly.

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Service Provider Pro + Lofty Integration

Integrate Lofty to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Capture agency orders, create or update Lofty leads, log transaction updates, and sync your workflow automatically.

Trusted by experts at...

Ready Workflows for Lofty + Service Provider Pro Integration

Capture agency orders, create or update Lofty leads, log transaction updates, alert your team, all in just one click.

Create Lofty lead from new Service Provider Pro order

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Lofty + Service Provider Pro flow

Streamline real estate and agency operations by syncing leads, billing details, and notifications across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Service Provider Pro and Lofty

Mix and match to build the exact automation you need

What can you automate with Lofty + Service Provider Pro?

Connect your agency orders and client billing directly to your real estate leads and transactions for seamless operations.

Who is Lofty + Service Provider Pro integration for?

Real estate professionals and agency operators bridge client management, order tracking, and lead nurturing without manual data entry.

Did you know?

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

Why choose Integrately to automate Service Provider Pro + Lofty

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Lofty or Service Provider Pro With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Service Provider Pro + Lofty Integration

Integrate Lofty to Service Provider Pro in one click, or tell Integrately AI how you want each order handled. Capture agency orders, create or update Lofty leads, log transaction updates, and sync your workflow automatically.

Trusted by experts at...

Ready Workflows for Lofty + Service Provider Pro Integration

Capture agency orders, create or update Lofty leads, log transaction updates, alert your team, all in just one click.

Create Lofty lead from new Service Provider Pro order

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Lofty + Service Provider Pro flow

Streamline real estate and agency operations by syncing leads, billing details, and notifications across your stack. Pick a combination and activate it in one click.

Supported triggers and actions for Service Provider Pro and Lofty

Mix and match to build the exact automation you need

What can you automate with Lofty + Service Provider Pro?

Connect your agency orders and client billing directly to your real estate leads and transactions for seamless operations.

Who is Lofty + Service Provider Pro integration for?

Real estate professionals and agency operators bridge client management, order tracking, and lead nurturing without manual data entry.

Did you know?

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

Why choose Integrately to automate Service Provider Pro + Lofty

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Lofty or Service Provider Pro With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click