Connecting Lofty to Your Listing and Lead Workflow

Most agents already have a CRM they rely on for contacts and pipeline — the goal of a good integration isn't to replace it, but to feed it the qualification context it would otherwise never receive automatically.

What stays in Lofty

Contact ownership, pipeline stage, communication history, and lead routing remain Lofty's responsibility — a qualification tool shouldn't try to duplicate or override what a CRM is already built to do well.

What flows from qualification into Lofty

When a buyer or seller completes an assessment, the qualification summary — readiness signals, timeline, financing status — can sync into Lofty as a note attached to that lead, along with a follow-up task so the next action is scheduled automatically rather than depending on someone remembering to create it.

Why this matters more than it sounds

Without this connection, qualification data lives in a separate tool an agent has to check manually, which in practice means it gets checked inconsistently or not at all once volume picks up. Pushing it directly into the CRM the agent already works from every day closes that gap without adding a second system to monitor.

Setting it up

A Lofty connection typically requires authorizing access through OAuth (approving the connection once, from your dashboard) or, for accounts on an eligible plan, connecting via an API key — see your integrations settings for the exact steps available on your plan.

What to expect after connecting

Once connected, completed assessments matched to an existing Lofty lead (by email) generate a note and task automatically, typically within minutes of completion — no manual export or copy-paste required. If a lead doesn't yet exist in Lofty, it's the inbound side of the same connection, not the outbound qualification sync, that handles bringing a new Lofty lead into an assessment flow.

The bigger principle

Integrations work best when each system keeps doing the one job it's actually good at — Lofty for contacts and pipeline, Buyer Intelligence for qualification — and the connection between them just keeps both up to date without anyone re-entering the same information twice.