Create new leads in Lofty from new contacts in your OVOU account
When a new contact is added to your OVOU account, this workflow instantly creates a lead in your Lofty app. This seamless process ensures that no potential leads get overlooked and you stay organized without any extra effort, helping you focus on what matters most - growing your business.
When a new contact is added to your OVOU account, this workflow instantly creates a lead in your Lofty app. This seamless process ensures that no potential leads get overlooked and you stay organized without any extra effort, helping you focus on what matters most - growing your business.
- When this happens...New Contact (From Your Account)
Triggers when someone exchanges contact with any of your OVOU profiles.
- automatically do this!Create Lead
Creates a new lead.
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New Contact (From Your Account)
Triggers when someone exchanges contact with any of your OVOU profiles.
Try ItSegmentRequired
Try ItNew Transaction
New transaction trigger
Try ItZap Trigger IDRequired
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New Contact (From Your Team)
Triggers when someone exchanges contact with any member of your team.
Try ItPipelineRequired
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.
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