Lofty to HubSpot
Real estate CRM with IDX websites, lead capture, marketing and transaction tools. It also offers a newer Lofty Front CRM.
Lofty data can move into HubSpot, landing mainly in Sales Hub. 2 of 7 mapped objects move directly (Leads / contacts (buyers, sellers) and Custom fields); 4 items need manual work and 3 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Lofty
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<5k leads
CSV import of contacts only.
Mid migration
5k-50k leads plus transactions
Adds Deals, a custom object and source rewiring.
Large migration
>50k leads, multi-agent team, many integrations
API extraction, retained IDX and MLS, and automation rebuild.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Lofty: what you need to get in, what lands in HubSpot, and what will not.
REST (OAuth 2.0 API plus API key); the developer site lists 94 endpoints covering leads, tasks, listings and transactions, with webhooks
An API key from Settings > Integrations, or a developer-platform account with a registered OAuth app.
Lead export is limited to users granted access through permission profiles. Agents can export only their own personal leads.
Choose your route
How will you move the data?
No native connector was found.
- You need: An API key from Settings > Integrations, or a developer-platform account with a registered OAuth app.
- Permission: Lead export is limited to users granted access through permission profiles. Agents can export only their own personal leads.
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Built-in Lead Export to CSV (People > Lead Export), delivered as an emailed download link
- Filtered mass export by group, lead type, registration time, agent, pipeline, tag or source
- Custom fields included in the CSV
- Open API / webhooks for leads, tasks, listings and transactions
- Zapier
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In Lofty
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Leads / contacts (buyers, sellers) | Contacts | yes | CSV export includes standard and custom fields. Lead type distinguishes buyers from sellers, and tags, sources and pipelines can be mapped to properties. |
| Custom fields | Contacts | yes | Included in the CSV export, so create matching HubSpot properties first. |
| Transactions | Deals | partial | The API exposes transactions, but the CSV lead export does not clearly cover them. Rebuild or pull via API. |
| Listings / properties | Custom objects | partial | The API exposes listings. HubSpot has no native property object, so a custom object is needed. |
| Tasks and appointments (viewings) | Tasks | partial | The API exposes tasks and appointments. Viewings would map to Meetings or a custom object. |
| Communications (email, text history) | Notes | partial | The API lists communications. The CSV export does not appear to include message history. |
| Companies | Companies | manual | Lofty is lead-centric. Derive companies from contact data if needed. |
What to expect
Rule logic is not exported. Rebuild as HubSpot workflows and sequences.
These stay in Lofty or with the MLS and portal providers, per the scope note.
They are invisible to non-owners and cannot be exported by anyone else.
Lofty taxonomies are not HubSpot-native.
HubSpot has no native real estate objects.
They currently deliver into Lofty via API key or email parsing.
The CSV export is lead-focused.
Confirm the export includes DNC and unsubscribe fields, and map them before sending.
Have each owning agent export their own leads, or have an admin grant export permission.
Inventory and repoint all lead providers before go-live.
Request exports early and check spam folders.
Dedupe on email in HubSpot before import.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Export paths (CSV lead export, Open API, API keys) are backed by Lofty docs. HubSpot-side mapping, rate limits, and the export coverage of deals, properties and viewings rest on category-level knowledge. No HubSpot-specific Lofty connector was verified.
Sources
Related migrations
Frequently asked questions
How do I migrate Lofty to HubSpot?
1. Confirm who has Lead Export permission under Permission Profiles. 2. List team and personal leads and their owners. 3. Inventory lead sources, tags, pipelines and custom fields. 4. Create matching HubSpot properties, owners and a custom object for properties.
What data can move from Lofty to HubSpot?
These objects move directly: Leads / contacts (buyers, sellers) and Custom fields. Check the mapping table for partial and manual items.
What does not move from Lofty to HubSpot?
Automations, action plans and smart campaigns, IDX website, MLS feeds and listing syndication and Private leads owned by other agents. Plan to rebuild or retire these.
How long does a Lofty to HubSpot migration take?
Small (<5k leads): 2-4 weeks. Mid (5k-50k leads plus transactions): 4-8 weeks. Large (>50k leads, multi-agent team, many integrations): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Lofty?
An API key from Settings > Integrations, or a developer-platform account with a registered OAuth app. Lead export is limited to users granted access through permission profiles. Agents can export only their own personal leads.
What compliance issues apply when moving Lofty data?
Check: Financial information in transactions and Possible trust accounting and transaction compliance data, which stays in specialist systems. Agree consent, retention and access rules before exporting.
Moving Lofty into HubSpot?
A network of 153+ tiered HubSpot partners and 1,800+ accounts of experience. Tell us what you are moving and which hub matters most.
Talk to a partner