Lofty + Mojo
Update lead in Lofty when contacts are updated in Mojo
Easily maintain your customer database with this workflow. When you update a contact in Mojo, it instantly updates the corresponding lead information in Lofty. This automatic process reduces manual data entry, ensuring both platforms have the most accurate and up-to-date details. It not only saves time but also improves the reliability of your data, allowing you to focus on nurturing your business relationships.
Easily maintain your customer database with this workflow. When you update a contact in Mojo, it instantly updates the corresponding lead information in Lofty. This automatic process reduces manual data entry, ensuring both platforms have the most accurate and up-to-date details. It not only saves time but also improves the reliability of your data, allowing you to focus on nurturing your business relationships.
- When this happens...Contact 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.
- 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).
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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.
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