Lofty + Mojo
Create new Mojo contacts in a group when segments change in Lofty
Keep track of your client information across platforms with this streamlined workflow. When a segment changes within the Lofty app, this automation will promptly create a contact in the specified group in your Mojo app. Save your valuable time and ensure accurate data transfer to effectively enhance your client contact management.
Keep track of your client information across platforms with this streamlined workflow. When a segment changes within the Lofty app, this automation will promptly create a contact in the specified group in your Mojo app. Save your valuable time and ensure accurate data transfer to effectively enhance your client contact management.
- When this happens...Segment Changed
Triggers when a lead is moved to the selected group.
- automatically do this!Create Contact in Group
Create a contact in Mojo and assign to one or more groups.
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SegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
Try ItUpdate Transaction
Update transaction trigger
Try It
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try ItTransaction File Uploaded
Fires when a new file is uploaded to a Transaction in Lofty.
Try ItFirst Name
Last Name
Email
Phone
Birthday
Street or Complete Address (Mailing Address)
Lead Type
Lead Ownership Level
Source
Segment
Tag
Note
Subscription - Smart Plans
Subscription - Property Alert
Subscription - Market Report
Min Price (Buyer)
Max Price (Buyer)
Location (Deprecated)
City (Buyer)
State (Buyer)
Zipcode (Buyer)
Address (Buyer)
Min Beds (Buyer)
Min Baths (Buyer)
Beds (Seller)
Baths (Seller)
Price (Seller)
Address (Seller)
SqFt (Seller)
City (Seller)
State (Seller)
Zipcode (Seller)
Send Welcome Email
City (Mailing Address)
State (Mailing Address)
Zip Code(Mailing Address)
Call Opt In
Text Opt In
Email Opt In
Number Consent
