Note: Lofty is rolling out in stages. Depending on the version your account is on, some features or screens described in this article may look different or may not yet be available to you.
Introduction
Integrations connect the outside tools you already use — your calendar, e-signature, video email, and transaction software — directly to Lofty, so events, documents, and contacts stay in sync without manual copying.
Opening Integrations
- Click the Settings gear in the left menu.
- Under My User Settings, click Integrations.
The Existing Integrations list shows the tools you can connect, each with a short description and a Connect button (or Disconnect if it's already linked).
What You Can Connect
Available integrations include, for example:
- Calendly — synchronize your Calendly events into Lofty's Calendar.
- BombBomb — use your pre-recorded videos inside email templates and Smart Plans.
- Skyslope — transaction management and compliance for closing deals.
- DocuSign — send, sign, and manage contracts, and import envelope details into Lofty.
- Pandadoc — generate and e-sign documents.
More tools are listed below these on the page.
Connecting or Disconnecting a Tool
- To connect, find the tool and click Connect, then follow the prompts to sign in and authorize the connection.
- To remove a connection, click Disconnect on that tool.
Note: Connecting a tool opens that provider's own sign-in/authorization screen — you grant access there, and Lofty stores the connection so data flows automatically afterward.
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
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