Update leads in Lofty when new notes are applied in CINC
Speed up your workflow with this efficient automation. As soon as you apply a note in CINC, the corresponding lead in Lofty gets instantly updated. Save time, eliminate the need for manual data transfer, and make sure your leads are always accurately updated as you make changes in CINC. This streamlined process improves team efficiency and keeps your lead management up-to-date.
- When this happens...Note AppliedTriggers when a note is applied.
- automatically do this!Update LeadUpdates an existing lead.
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More things you can do with CINC and Lofty
Discover other triggers and actions you can use with CINC and Lofty
- Agent Assigned
Triggers when an agent is assigned.
Try ItTriggerInstant - Agent Auto Reassign Completed
Triggers when auto reassign on a lead has completed for any reason.
Try ItTriggerInstant - New Inquiry
Triggers when new inquiry was requested.
Try ItTriggerInstant - Note Applied
Triggers when a note is applied.
Try ItTriggerInstant
- Agent Auto Reassigned
Triggers when an agent is assigned via auto reassign.
Try ItTriggerInstant - Label Applied
Triggers when a label is applied.
Try ItTriggerInstant - New Lead
Triggers when a new lead is added.
Try ItTriggerInstant - Pipeline Stage Changed
Triggers when a pipeline stage is applied.
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