Lofty + Mojo
Update Lofty leads when new contacts are added in Mojo groups
Keep your sales process efficient and organized by linking your Mojo and Lofty systems. This workflow ensures that when you add a new contact to a group in Mojo, their information will be used to update a lead in Lofty. Maintain accuracy across platforms and save time by having it all done for you.
Keep your sales process efficient and organized by linking your Mojo and Lofty systems. This workflow ensures that when you add a new contact to a group in Mojo, their information will be used to update a lead in Lofty. Maintain accuracy across platforms and save time by having it all done for you.
- When this happens...New Contact in Group
Triggers when a contact is added to a group in Mojo (contact sync is not available for contacts within a previous integration).
- 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 ItNotice
Activity Types
Try ItNote Updated
Triggers when a note is updated in Mojo.
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