Lofty + Mojo
Create updates in Lofty leads every time a new note is added in Mojo
Keep your leads on Lofty updated in real time with this useful workflow. Whenever a new note is added in Mojo, the corresponding lead in Lofty will be updated promptly. This helps ensure that all your team members always have the most current information for each lead at their fingertips. Enjoy seamless data management and eliminate the hassle of manual updates.
Keep your leads on Lofty updated in real time with this useful workflow. Whenever a new note is added in Mojo, the corresponding lead in Lofty will be updated promptly. This helps ensure that all your team members always have the most current information for each lead at their fingertips. Enjoy seamless data management and eliminate the hassle of manual updates.
- When this happens...New Note
Triggers when a new note is created in Mojo (through the contact screen only).
- automatically do this!Update Lead
Updates an existing lead.
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GroupRequired
Note
Try ItGroupRequired
Try ItContact Updated
Triggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.
Try ItNew Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try It
New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
Try ItSend Button Clicked
Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.
Try ItActivity Types
Try ItNote Updated
Triggers when a note is updated in Mojo.
Try It
