Create new leads in Lofty whenever new contact tags are added in ProspectBoss
Automate your sales process with this efficient workflow. When a new contact tag is added in ProspectBoss, it instantly creates a lead in Lofty, saving you time and ensuring you don't miss out on potential opportunities. This seamless integration is designed to keep your sales pipeline full and concurrently simplify your lead management.
Automate your sales process with this efficient workflow. When a new contact tag is added in ProspectBoss, it instantly creates a lead in Lofty, saving you time and ensuring you don't miss out on potential opportunities. This seamless integration is designed to keep your sales pipeline full and concurrently simplify your lead management.
- When this happens...Contact Tag
Triggers when you assign Send Lead tag to a contact in ProspectBoss.
- automatically do this!Create Lead
Creates a new lead.
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First Name
Last Name
Alternate Number 1
Contact NumberRequired
Alternate Number 2
Address Line 1
Address Line 2
City
State
Country
Email
Website
Company
Salutation
Extension
Gender
Fax
Lead Id
Product Id
Customer Id
Notes
Call Status
Tag
Try ItFirst Name
Last Name
Phone NumberRequired
Email
Address Line 1
PipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try It