Update leads in Lofty when new notes are applied in CINC
Speed up your workflow with this efficient automation. As soon as you apply a note in CINC, the corresponding lead in Lofty gets instantly updated. Save time, eliminate the need for manual data transfer, and make sure your leads are always accurately updated as you make changes in CINC. This streamlined process improves team efficiency and keeps your lead management up-to-date.
Speed up your workflow with this efficient automation. As soon as you apply a note in CINC, the corresponding lead in Lofty gets instantly updated. Save time, eliminate the need for manual data transfer, and make sure your leads are always accurately updated as you make changes in CINC. This streamlined process improves team efficiency and keeps your lead management up-to-date.
- When this happens...Note Applied
Triggers when a note is applied.
- automatically do this!Update Lead
Updates an existing lead.
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