Lofty + Mojo
Update leads in Lofty when notes are updated in Mojo
Ensure your leads management stays consistent and efficient with this workflow. When you modify a note in your Mojo system, the corresponding lead in the Lofty app is updated instantly. This results in seamless continuity in lead tracking, eliminating the manual work and enhancing your business productivity.
Ensure your leads management stays consistent and efficient with this workflow. When you modify a note in your Mojo system, the corresponding lead in the Lofty app is updated instantly. This results in seamless continuity in lead tracking, eliminating the manual work and enhancing your business productivity.
- When this happens...Note Updated
Triggers when a note is updated in Mojo.
- 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
