Update leads in Lofty whenever new contacts are added in Mojo
Optimize your sales workflow with this automation. When a new contact is added in your Mojo system, this workflow swiftly updates your lead information in the Lofty app. Enjoy seamless data transfer between Mojo and Lofty, keeping your databases up-to-date and your sales team focused on client interaction, not manual data entry.
Optimize your sales workflow with this automation. When a new contact is added in your Mojo system, this workflow swiftly updates your lead information in the Lofty app. Enjoy seamless data transfer between Mojo and Lofty, keeping your databases up-to-date and your sales team focused on client interaction, not manual data entry.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- 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.
Try It