Lofty → Klipfolio
AI-first ETL from Lofty into Klipfolio. Governed entities, incremental sync, typed landing tables.
How Datrise loads Lofty into Klipfolio
Datrise syncs Lofty's contacts, accounts, deals, activities, and lifecycle events into Klipfolio as query-ready tables or feeds Klipfolio reads. Flexible or custom fields land in flattened columns for Klips, and timestamps such as created, updated, and status changes are typed as date/time columns.
Sync is incremental: Datrise uses incremental refresh of the connected tables or data feeds, so re-runs update only what changed. Date-partitioned facts for trend Klips. Klipfolio pulls from sources on a refresh interval, so Datrise keeps tables incrementally current to match.
Ideal for real-time KPI dashboards and wallboards.
Endpoints
Lofty: Real estate CRM for leads, listings, and agent follow-up.
Klipfolio: Dashboard platform for real-time KPIs and metric wallboards.
How Lofty entities map to Klipfolio
| Lofty entity | Klipfolio object | Notes |
|---|---|---|
| contacts | lofty_contacts | id PK · custom fields → flattened columns for Klips |
| accounts | lofty_accounts | id PK · linked to lofty_contacts |
| deals | lofty_deals | id PK · linked to lofty_contacts |
| activities | lofty_activities | date/time columns events |
FAQ
How does Datrise handle Lofty's custom fields in Klipfolio?
Flexible values are stored as flattened columns for Klips, so new fields don't require a migration; strongly-typed fields — dates, numbers, and references — are promoted to native Klipfolio types.
How does the Lofty to Klipfolio sync stay up to date?
It runs incrementally — Datrise uses incremental refresh of the connected tables or data feeds.
Related pipelines
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Early access
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