We are seeking a developer experienced with callin.io, Retell, and Twilio to assist in setting up automations between callin.io CRM and KvCore CRM. The goal is to connect with Retell and Twilio for a lead and database reactivation script and flow. Experience with prompting in real estate voice AI is advantageous. We aim to establish an automation where setting a pipeline or status in the CRM triggers an outbound call agent and the appropriate prompt to re-engage and reactivate leads, converting them into appointments or warming them up. Subsequently, it should set the appointment and send confirmation via SMS to both the lead and the business owner. A second project involves an inbound agent to handle incoming calls regarding firm listings. This requires integration with those listings and the real estate agent website to provide property information and schedule appointments with a live agent, facilitate live transfers, or send SMS updates.
Hello! I don't have experience with those specific applications. However, I have 7 years of experience with callin.io and am proficient in handling APIs for missing modules. Please let me know if I can assist you.
Hello,
We’d be glad to help set up this automation pipeline between Lofty, kvCORE, callin.io, and Twilio using callin.io. 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 callin.io 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 extensive experience in callin.io, Twilio, CRM integrations, and conversational AI — precisely what you need!
Here’s what I can contribute to this project:
- I have developed automation workflows that connect CRMs such as kvCORE, Salesforce, and custom platforms using callin.io and Twilio, initiating outbound calls and SMS based on CRM events.
- I possess a strong understanding of the real estate sector — I’ve worked on lead reactivation sequences, AI follow-ups, and property information bots designed to schedule appointments or perform live lead transfers.
- I also collaborate with callin.io and other AI voice platforms to script, prompt, and refine natural conversations that sound genuine, including the appropriate real estate tone.
Your objective to initiate a voice AI outbound sequence based on CRM pipeline status is perfectly aligned with my expertise.
I will assist you with:
- Automating Lofty → kvCORE → callin.io/Twilio voice sequences
- Warming up and reactivating dormant leads
- Confirming appointments via SMS to both the lead and the business owner
- Creating logic for inbound calls (including live agent routing, property details, etc.)
Want an added benefit? I will also produce clear documentation to enable your team to maintain or modify the setup in the future.
———
A little more about my background:
I am dedicated to building automations that function effectively — not just visually appealing, but dependable. The majority of my work is accomplished using callin.io, callin.io, and I integrate platforms such as ClickUp, Airtable, Notion, and others.
Whether it involves real estate, HR, or client management, I bring high-ROI systems to fruition — from initial minimum viable products to comprehensive operational setups.
Let's connect to ensure your system operates precisely as you envision.
I look forward to helping you realize this project.
Happy Automating,
Patrick King
Hi,
I’m enthusiastic about the chance to assist you in optimizing and expanding your lead engagement and appointment-setting processes using callin.io, 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: Utilize the appropriate 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 information 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:
Extensive experience with callin.io (Integromat) for advanced CRM and API-based workflows.
Developed 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 am confident I can help you create a scalable, intelligent, and real estate-specific AI flow that not only reactivates your leads but also converts them efficiently with minimal manual effort.
Let’s schedule a call to align on the prompt scripting and data flow. I am ready to commence immediately.
Looking forward to collaborating with you!
Best regards,
Jayesh Makhar
Automation & Voice AI Engineer
Hi, I have strong experience with callin.io, Twilio, and callin.io, 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.
Lofty.com crm will be the initial focus. However, the identical workflow will be replicated for kvcore if this proves successful. Yes, we have callin.io already configured, but we require assistance with precise prompting to achieve the desired lead reactivation outcomes.
sounds like a great fit. what do you need in order to connect lofty and kvcore to callin.io?
Hi Kelly:
My team and I have experience working with real estate teams using CRMs such as kvCORE and Lofty, along with callin.io and Twilio, to develop comparable automations. We also maintain a callin.io Enterprise account, giving us extensive familiarity with AI voice prompting.
We are eager to assist in setting up your outbound call agent flow and inbound listing Agent.
Feel free to visit my profile to schedule a discussion or reach out 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 callin.io, 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, callin.io, 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 pricing for this service?
Thanks for asking, Kelly. Pricing is dependent on the scope and complexity of the automation you have in mind. The most effective next step would be a brief call so I can review your current CRM workflows and gain a clear understanding of the triggers, agent prompts, and integrations you're targeting.
Feel free to schedule a time here: Calendly
Hi Kelly,
This sounds like a solid use case for callin.io, Twilio, and callin.io.
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
As the No.1 Platinum partner for callin.io and ranked #1 for callin.io (according to the latest report), we're excited to collaborate on delivering technical solutions using callin.io.
We have extensive experience, having delivered solutions to over 650 clients in more than 20 countries.
To discuss the next steps, please feel free to book a time via Calendly:
Additionally, we conduct training sessions on callin.io and AI Automation, with over 200 members who are learning to automate their businesses. Our engineers provide guidance to help resolve all your callin.io queries in real-time. emphasized text