Create new or updated client leads in Lofty when Zenlist receives new or updated clients
Boost efficiency and streamline your process with this Zenlist-Lofty workflow. Whenever you have new or updated clients in Zenlist, this integration promptly creates a lead in Lofty. With this, you'll be able to effectively manage your sales pipeline, ensuring no potential clients fall through the cracks.
Boost efficiency and streamline your process with this Zenlist-Lofty workflow. Whenever you have new or updated clients in Zenlist, this integration promptly creates a lead in Lofty. With this, you'll be able to effectively manage your sales pipeline, ensuring no potential clients fall through the cracks.
- When this happens...New and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
- automatically do this!Create Lead
Creates a new lead.
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New and Updated Agents
Triggers when a new or updated agent is registered with Zenlist.
Try ItNew and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
Try ItNew Event
Triggers when a new event is registered with Zenlist.
Try ItSegmentRequired
Try It
New and Updated Chat Messages
Triggers when a new or updated chat message is registered with Zenlist.
Try ItNew and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
Try ItAgent EmailRequired
Client EmailRequired
Client First NameRequired
Client Last NameRequired
Client Phone
PipelineRequired
Try It