Lofty + Zendesk Integration

Integrate Lofty to Zendesk in one click, or tell Integrately AI how you want each lead handled. Create support tickets, update user profiles, log notes, and alert your support team automatically.

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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
  • Zendesk
    Ticket is updated in Zendesk
  • Zendesk
    Ticket is solved in Zendesk
  • Zendesk
    Ticket is created in Zendesk
  • Zendesk
    Ticket is created in view in Zendesk
  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk
  • Zendesk
    View is created in Zendesk
  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk
  • Zendesk
    Organization is created in Zendesk
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2.
  • 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
  • Zendesk
    Get organization by id in Zendesk
  • Zendesk
    Create ticket in Zendesk
  • Zendesk
    Update ticket in Zendesk
  • Zendesk
    Add comment to ticket in Zendesk
  • Zendesk
    Search ticket in Zendesk
  • Zendesk
    Add tag to ticket in Zendesk
  • Zendesk
    Create user in Zendesk
  • Zendesk
    Update user in Zendesk
  • Zendesk
    Search agent in Zendesk
  • Zendesk
    Search user in Zendesk
  • Zendesk
    Get user by id in Zendesk
  • Zendesk
    Create organization in Zendesk
  • Zendesk
    Update organization in Zendesk
  • Zendesk
    Search organization in Zendesk
  • Zendesk
    Search group in Zendesk

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Ready Workflows Ready Workflows for Lofty + Zendesk Integration

Capture leads, create support tickets, update contact details, alert your support team, and log notes, all in just one click.

Most popular automationmost-popular-automations
Zendesk + Lofty Integration

Create Lofty lead from new Zendesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding leads in Lofty. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Lofty integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a lead in Lofty.

This makes it easy to keep track of your support tickets and leads in one place.
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Connect more apps to your Lofty + Zendesk flow

Extend your automation by syncing spreadsheets, signing documents, messaging team members, and tracking customer payments. Pick a combination and activate it in one click.

Lofty
Zendesk
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Google SheetsGoogle Sheets (3)
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DocuSignDocuSign (2)
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SlackSlack (3)
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GmailGmail (2)
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CalendlyCalendly (2)
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StripeStripe (2)
L
G
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Add every new Lofty lead to Google Sheets, create a Zendesk ticket, and log the details.
New Lofty leads are recorded in Google Sheets and assigned a Zendesk ticket instantly without manual data entry.
Z
G
L
When a Zendesk ticket is solved, update the matching Google Sheets row and update the lead in Lofty.
Support resolution statuses flow from Zendesk back into Google Sheets and Lofty automatically.
L
G
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If a Lofty lead pipeline changes, update Google Sheets and create a Zendesk ticket for review.
Pipeline stage shifts automatically update Google Sheets records and open review tickets in Zendesk.

Supported triggers and actions for Lofty and Zendesk

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
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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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Zendesk
Zendesk Triggers & Actions
Ticket is updated in Zendesk
Triggers the automation when a ticket is updated
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Ticket is solved in Zendesk
Triggers the automation when a ticket is solved
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Ticket is created in Zendesk
Triggers the automation when a new ticket is created
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Ticket is created in view in Zendesk
Triggers the automation when a new ticket is created in a particular view
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Activity(Audit) is added for specific ticket in Zendesk
Triggers the automation when a ticket is audited
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View is created in Zendesk
Triggers the automation when a new view is created
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User is created in Zendesk
Triggers the automation when a new user is created
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Group is created in Zendesk
Triggers the automation when a new group is created
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Organization is created in Zendesk
Triggers the automation when a new organization is created
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Get organization by id in Zendesk
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Create ticket in Zendesk
Generates a new ticket
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Update ticket in Zendesk
Updates ticket information
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Add comment to ticket in Zendesk
Adds a comment to a ticket
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Search ticket in Zendesk
Searches for a ticket
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Add tag to ticket in Zendesk
Adds a tag to a ticket for easy categorization and tracking
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Create user in Zendesk
Generates a new user account
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Update user in Zendesk
Updates user information
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Search agent in Zendesk
Searches for agent based on criteria
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Search user in Zendesk
Searches for a user
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Get user by id in Zendesk
Retrieves user information using their id
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Create organization in Zendesk
Generates a new invoice
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Update organization in Zendesk
Updates organization information
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Search organization in Zendesk
Finds and retrieves information about a organization
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Search group in Zendesk
Searches for a group
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What can you automate with Lofty + Zendesk?

Connect Lofty and Zendesk to streamline lead management, support ticketing, and operational workflows.

What you can automate?
🎟️
Create Zendesk tickets automatically from new Lofty leads
Every time a new lead is created or updated in Lofty, an associated ticket is instantly generated in Zendesk. Eliminate manual ticket creation and ensure every prospect receives prompt support.
📝
Capture every submitted lead detail and custom field
Map all available contact information and property preferences from Lofty into your Zendesk user profiles and tickets. Your support agents get complete context without switching platforms.
🔔
Alert your support team the moment a lead arrives
Notify your team instantly in Slack or via email when important real estate inquiries enter Lofty and generate support tickets in Zendesk. Ensure high-value prospects receive immediate attention.
🔀
Route tickets based on submitted pipeline stages
If a Lofty lead pipeline stage changes to active or VIP, create a priority ticket in Zendesk; otherwise, generate a standard support request. Direct your resources where they matter most.
🔄
Keep Lofty lead records updated when support tickets change
When support agents update tickets or mark them solved in Zendesk, corresponding lead statuses and notes in Lofty update automatically. Keep your CRM accurate without double-handling data.
🔍
Search and update records to prevent duplicate entries
Check existing database records before creating new users or organizations in Zendesk from Lofty lead updates. Keep your customer database clean and free of duplicate profiles.
✅
Handle later status changes like resolved support requests
When a Zendesk ticket reaches solved status, automatically trigger follow-up tasks, notify stakeholders, and log completion notes back in Lofty.
📊
Extend your workflow to Google Sheets for reporting
Start with Lofty and Zendesk, then automatically append transaction rows to Google Sheets for executive reporting and weekly performance reviews.
And much more...

Who is Lofty + Zendesk integration for?

Real estate agents, support leads, and operations managers eliminate manual data entry between Lofty and Zendesk, keeping client records and support tickets perfectly synchronised.

Real estate analytics leads
Real estate analytics leads
Customer support managers
Customer support managers
Client success coordinators
Client success coordinators
High-volume brokerage teams
High-volume brokerage teams
Transaction coordinators
Transaction coordinators
Operations directors
Operations directors
📈
Real estate analytics leads
You review lead conversion metrics and support ticket resolution times, but your reports rely on manual data exports between Lofty and Zendesk, so your pipeline figures are always hours behind — with this integration, every new lead and closed ticket syncs instantly and your dashboards stay current.
⚡
Customer support managers
You need to respond to client inquiries the moment properties or leads shift in Lofty, but support tickets take hours to get created by hand, causing frustrating delays for homebuyers — this integration means every Lofty lead instantly opens a Zendesk ticket so your support team acts immediately.
🤝
Client success coordinators
You report to agency stakeholders on transaction progress and support resolution milestones, but piecing together updates from Lofty and Zendesk takes half your morning — automating both apps means your progress reports assemble themselves and stakeholders see accurate statuses right away.
🏢
High-volume brokerage teams
You handle hundreds of real estate inquiries weekly across Lofty, but your team cannot keep up with manually logging every interaction as a Zendesk ticket, resulting in missed client requests — with this integration, high inquiry volumes flow smoothly into your support desk without manual effort.
🔄
Transaction coordinators
You depend on sales agents to hand over client details from Lofty before you can open support files in Zendesk, but handovers are frequently forgotten or delayed — automating both apps means ticket creation happens the second a lead or transaction updates in Lofty.
📋
Operations directors
You need a dependable audit history of every client interaction from initial Lofty lead to final Zendesk ticket resolution, but manual record-keeping leaves constant gaps in your database — this integration means every step is logged reliably without missing a single detail.
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Why choose Integrately to automate Lofty + Zendesk

Build and manage your Lofty + Zendesk 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 + Zendesk 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.
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How Integrately Works?

1
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Select a trigger from Google Sheets
2
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 Zendesk?
Frequently Asked Questions
You can connect Lofty to Zendesk in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation. It links seamlessly with Google Sheets, Slack, Gmail, and 1,500+ other apps.
Can I automatically create Zendesk tickets from new Lofty leads?
Frequently Asked Questions
Can I connect Lofty, Zendesk, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Lofty and Zendesk?
Frequently Asked Questions
How are new leads from Lofty handled in Zendesk?
Frequently Asked Questions
Can I update Lofty leads when Zendesk support tickets are solved?
Frequently Asked Questions
Do I need coding skills to automate Lofty and Zendesk?
Frequently Asked Questions
Is the Lofty and Zendesk integration free?
Frequently Asked Questions
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