1.Monitors new incoming call messages
Integrate SignMore to watch for new incoming call or message events to start lead creation.
Create new CRM leads from answered property calls
Automatically capture new incoming call or message events across SignMore and Lofty. Create and update CRM leads when calls are answered, messages arrive, or responses are call-qualifiedβso you can create lead records, tag leads for routing, and capture call notes without manual lead entry.
How this automation creates new CRM leads fast
When a new incoming call or message arrives, unanswered follow-up can waste qualified opportunities and delay outreach. This automation creates CRM leads and updates lead tags using Lofty data mappingsβso your team can act on verified contacts quickly.
SignMoreor swap with your favorite app
2.Creates CRM lead from call details
Integrate Lofty and CRM lead tools to create a new lead with mapped contact fields, channels, address, and call notes.
Loftyor swap with your favorite app
3.Updates lead tags and lead type
Integrate Lofty and lead routing tools to update lead tags or lead type based on call qualification.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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