We are looking for a dev with Make.com, Retell, and Twilio experience to help setup automations between lofty.com CRM and KvCore CRM to Retell and twilio for a lead and database reactivation script and flow. Prompting in real estate voice ai is a plus. We want to setup an automation where we set a pipeline or status in the CRM to trigger the outbound call agent and the proper prompt to reengage and reactivate leads into appts or warm them back up. Then set appt, and send confirmation via sms to the lead and the business owner. There will be a second project for inbound agent answering incoming calls about firm listings and need to integrate with those listings and real estate agent website to provide information about propeties and schedule appts with live agent, live transfer or sms.
Hey @Kelly_Myers I don’t have experience with any of these apps. But i have 7 years of experience with make and i know how to deal with api for missing modules. Let me know if i can help you out.
Princy Jain
Make consultant,
For consulting support: Follow up Automated
Hello @Kelly_Myers ,
We’d be glad to help set up this automation pipeline between Lofty, kvCORE, Retell, and Twilio using Make.com. Our team has hands-on experience with voice AI agents, CRM workflows, and trigger-based outbound calling and SMS confirmation flows, especially in real estate and lead reactivation scenarios.
We’d love to understand:
Which CRM you want as the primary source of truth — Lofty or kvCORE?
Do you already have Retell voice prompts ready, or should we assist with voice prompt design too?
We’re confident we can build a robust solution for both your outbound reactivation and inbound property inquiry use cases.
Let’s discuss how to bring this to life.
Thanks
Sanjay Kumar
Deligence Technologies
Hi, I’m Patrick 
I’m an AI Automation & No-Code Specialist with deep experience in Make.com, Twilio, CRM integrations, and conversational AI — exactly what you’re looking for!
Here’s what I can bring to this project:
- I’ve built automation pipelines that integrate CRMs like kvCORE, Salesforce, and custom platforms using Make.com and Twilio, triggering outbound calls and SMS based on CRM events.
- I understand the real estate space well — I’ve worked on lead reactivation flows, AI follow-ups, and property info agents that book appointments or live-transfer leads.
- I also work with Retell and other AI voice solutions to script, prompt, and optimize natural conversations that sound authentic — real estate tone included.
Your goal to trigger a voice AI outbound flow based on CRM pipeline status is exactly in my wheelhouse.
I’ll help you:
- Automate Lofty → kvCORE → Retell/Twilio voice flows
- Warm up and reactivate cold leads
- Confirm appointments via SMS to both the lead & business owner
- Build logic for inbound calls (with live agent routing, listing info, etc.)
Want a bonus? I’ll also write clear documentation so your team can maintain or modify the setup later.
———
A bit more about me:
I’m obsessed with building automations that work — not flashy, but reliable. Most of my work is done using n8n, Make.com, and I integrate platforms like ClickUp, Airtable, Notion, and more.
Whether it’s real estate, HR, or client management, I bring high-ROI systems to life — from MVPs to full-scale ops.
Let’s chat and get your system working exactly how you envision it.
Looking forward to helping you bring this to life.
Happy Automating,
Patrick King
Hi @Kelly_Myers ,
I’m excited about the opportunity to help you streamline and scale your lead engagement and appointment-setting workflow using Make.com, Retell AI, and Twilio.
Project Scope I Can Deliver:
Phase 1: Outbound Automation – Lead Reactivation
- Trigger Setup: Automate workflows when a lead’s pipeline stage or status is updated in Lofty.com or KvCore.
- Retell AI Integration: Use the proper real estate voice prompt to engage cold or inactive leads via outbound calls.
- Twilio SMS: Automatically send SMS confirmations of appointments to both the lead and the business owner.
- Lead Warm-Up Logic: Re-engage leads to either book appointments or qualify them based on custom rules.
Phase 2: Inbound Call Handling for Listings
- Retell for Inbound: Route incoming calls to Retell AI for initial triage and property info delivery.
- Smart Listing Integration: Use property data (from your site or API) to answer queries and set appointments.
- Call Routing: Live transfer to agents or fallback to SMS with property links and next steps.
My Experience:
- Deep experience with Make.com (Integromat) for advanced CRM and API-based workflows.
- Built voice-driven workflows using Retell AI with real estate tones and prompts.
- Implemented Twilio for outbound/inbound flows, SMS alerts, and call routing logic.
- Familiar with KvCore and similar CRMs, including webhook triggers, lead statuses, and action plans.
I’m confident I can help you build a scalable, intelligent, and real estate-specific AI flow that not only reactivates your leads but also converts them efficiently with minimal manual work.
Let’s set up a call to align on the prompt scripting and data flow. I’m ready to get started immediately.
Looking forward to working with you!
Best regards,
Jayesh Makhar
Automation & Voice AI Engineer
jayeshmakhar@gmail.com
https://jayesh-makhar.lovable.app/
Hi, I have strong experience with Make.com, Twilio, and Retell, and I’ve worked with real estate CRMs like Lofty and kvCORE. I can help you build the automation flow that triggers outbound AI calls, matches the right prompt based on lead status, and handles SMS confirmations to both the lead and the business owner.
Happy to discuss the setup and get started when you’re ready.
Book a call
Upwork Profile
Lofty.com crm will be first. but the exact same flow will be duplicated for kvcore if successful. yes we already have retell setup but will need help with correct prompting to achieve lead reactivation desired results.
sounds like a great fit. what do you need in order to connect lofty and kvcore to make?
Hello @Kelly_Myers, welcome to the make Hire a pro section , I would love to work with you on this, you can book a call Here to discuss the project requirements and you can checkout my upwork profile Here
Hi Kelly:
My team and I have worked with real estate teams with CRMs like kvCORE and Lofty plus Retell and Twilio to build similar automations. We also have a Bland Enterprise account, so we are extremely familiar with AI voice prompting.
We would love to help set up your outbound call agent flow and inbound listing Agent.
Feel free to check my profile to book a time to chat or send a note via email.
Thanks
Jeff
Hi Kelly,
This sounds like an exciting project, and we’d love to help you automate your lead reactivation and inbound agent workflows!
At Hashlogics, we specialize in Make.com, Twilio, and CRM integrations — including voice AI for real estate applications. We’ve helped businesses streamline their lead reactivation, appointment scheduling, and SMS/voice communication systems, and we’re confident we can build a smooth automation pipeline between Lofty CRM, KvCore, Retell, and Twilio to reactivate leads effectively.
Here’s how we can help:
- Outbound call automation: Trigger voice prompts when a lead status changes in the CRM, and use voice AI to reengage leads with tailored messages.
- Appointment scheduling: Automatically book appointments and send SMS confirmations to both the lead and business owner.
- Inbound call automation: Integrate with listings on your agent website, answer calls using AI-driven agents, and schedule appointments or transfer to live agents seamlessly.
We’ve built similar workflows before, combining automation tools and real estate-specific needs. Feel free to check out some of our work here and book a call to discuss how we can streamline your process.
What is your charge for this?
Thanks for asking, Kelly. Pricing depends on the scope and complexity of the automation you’re envisioning. The best way forward would be a quick call so I can walk through the current CRM workflows with you and get a clear picture of the triggers, agent prompts, and integrations you’re aiming for.
Feel free to pick a time here: Calendly
Hi Kelly,
This sounds like a solid use case for Make, Twilio, and Retell.
The flow you described can definitely be handled
Happy to take a look and see how this can be implemented cleanly.
You can reach out to me on my email here
Colin
Hi @Kelly_Myers
Being No.1 Platinum partner of Make and #1 for Make (as per the last report), we are happy to collaborate on delivering technical solutions using Make.
We have strong expertise by delivering solutions to 650+ clients across 20+ countries.
To discuss the next steps, feel free to book a slot from Calendly:
Between, we also run training on Make and AI Automation with 200+ members helping to automate own business guided by engineers to solve your all Make queries in real time.emphasized text