1.Monitors new lead captured
Integrate Popl, lead capture tools, and contact data mapping to receive digital business card data and map it into lead fields.
Create CRM lead from digital business card contact
Automatically detect new lead captured from Popl digital business cards across Popl and Lofty. Create and update CRM leads when lead data arrives, consent flags are captured, or ownership needs assignment β so you can create records, assign agents, and apply tags without manual data entry.
How this automation accelerates agent follow-up
When digital business card data is captured, delays can cause missed outreach and messy CRM lists. This automation creates standardized CRM lead records, assigns ownership and tags, and updates consent flagsβso your team can follow up fast.
Poplor swap with your favorite app
2.Creates lead in CRM
Integrate Lofty, CRM field mapping, and note handling to create a standardized CRM lead record and attach lead notes.
Loftyor swap with your favorite app
3.Updates lead ownership and tags
Integrate Lofty, lead assignment rules, and consent tracking to assign the lead, apply the agent tag, and set consent flags.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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