Lofty + Mojo
Create new Lofty leads from new activities in Mojo
When a new activity occurs in Mojo, this workflow ensures you never miss an opportunity, creating a lead in Lofty right away. Simplify your sales process and increase efficiency by seamlessly transferring information between your applications. Enhance productivity and improve customer relationship management with this easy-to-set-up automation.
When a new activity occurs in Mojo, this workflow ensures you never miss an opportunity, creating a lead in Lofty right away. Simplify your sales process and increase efficiency by seamlessly transferring information between your applications. Enhance productivity and improve customer relationship management with this easy-to-set-up automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Creates a new lead.
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GroupRequired
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
