Connect kvCORE and Lofty to unlock the power of automation
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Set up your first integration
Quickly connect kvCORE to Lofty with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate kvCORE with Lofty - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Campaign Action" from kvCORE.
Add your action
An action happens after the trigger—such as "Create Lead" in Lofty.
You’re connected!
Zapier seamlessly connects kvCORE and Lofty, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Campaign Zap IDRequired
Try ItTriggerInstant- First Name
- Lead Type
- Last Name
- Email
- Cell Phone 1
- Cell Phone 2
- Lead Status
- Form or Capture Method
- Source
- Secondary Source
- Date Registered
- Interested in City
- Interested in Price
- Interested in MLS#
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Assign to Agent Email
- Note
- Assign to Agent ID
- Tags (Multiple)
ActionWrite- SegmentRequired
Try ItTriggerInstant- New Transaction
New transaction trigger
Try ItTriggerInstant
- New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItTriggerInstant - Email
- First Name
- Last Name
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Note
- Logged Call Type
- Logged Call Resoluton
- Logged Call Note
ActionWrite- PipelineRequired
Try ItTriggerInstant- New Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItTriggerInstant
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Practical ways you can use kvCORE and Lofty
Sync new leads between platforms
Keep your customer data up-to-date across platforms. When a new lead is added to Lofty, Zapier will automatically add the same lead to kvCORE, ensuring you have a centralized and consistent view of your real estate prospects.
Business OwnerTrigger next steps for new segmented leads
When a lead is moved to a new segment in Lofty, Zapier can create or update the corresponding lead within kvCORE. This integrated process ensures the marketing team can execute targeted campaigns in kvCORE without manually syncing data between the tools.
Marketing & Marketing OpsUpdate pipelines based on new leads
When a new lead is created in kvCORE, Zapier can automatically move the lead to the appropriate pipeline in Lofty. This ensures sales teams can start working on the lead promptly, improving workflow efficiency and reducing any delays in follow-up.
Sales Ops
Frequently Asked Questions about kvCORE + Lofty integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with kvCORE and Lofty
What is kvCORE and how does it integrate with Lofty?
kvCORE is a comprehensive real estate platform designed for lead generation, marketing, and automation. Integrating it with Lofty allows users to streamline their real estate operations by connecting kvCORE's data and automation capabilities with Lofty's tools. This integration automates the input of any new leads from Lofty directly into kvCORE and triggers follow-up actions such as sending welcome emails or task reminders.
How do I set up the kvCORE and Lofty integration?
Setting up the integration involves creating a connection between your kvCORE account and Lofty through our platform. You will need to authenticate both accounts, choose your triggers such as 'new lead' or 'updated contact', and then set corresponding actions in either application.
Can I customize the triggers when integrating kvCORE with Lofty?
Yes, you can customize various triggers in this integration. For example, when a new property listing is created in kvCORE, it can trigger an action in Lofty such as adding this information to a strategic planning board or alerting team members tasked with specific operations.
What kinds of actions can be performed using the integration between kvCORE and Lofty?
When integrating, you can perform several actions based on set triggers. This includes updating contact details from leads captured on Lofty into kvCORE, sending notification emails for important real estate updates, or logging activities to track client interactions for realtors.
Why am I not receiving any notifications from my integrated accounts?
If notifications are not being received from your integrated accounts, please check if the correct triggers have been set up in our system. Additionally, ensure that all account authentications are active and correctly configured under your user settings.
Is there any limit on data transfers between kvCORE and Lofty?
While we strive to accommodate extensive data transfers between systems efficiently, there may be limitations based on the specific plan you have subscribed to either for kvCORE or our services. It's best to consult your plan details or reach out directly for specifics regarding data limits.
Who should I contact for further assistance if I encounter issues with the integration?
For assistance regarding integration issues, feel free to contact our support team through your user portal. They can guide you through troubleshooting steps or escalating any technical problems you might be experiencing with either kvCORE or Lofty connectivity.
