Lofty + Mojo
Update leads in Lofty when contacts get updated in Mojo
Ensure your sales activities in Lofty are always up-to-date with this workflow. Whenever you update a contact in Mojo, it will effortlessly create a new lead in Lofty. It's a valuable tool to ensure no potential customer is missed, and your sales activities are effectively monitored and managed.
Ensure your sales activities in Lofty are always up-to-date with this workflow. Whenever you update a contact in Mojo, it will effortlessly create a new lead in Lofty. It's a valuable tool to ensure no potential customer is missed, and your sales activities are effectively monitored and managed.
- 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!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).
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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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