Create new Lofty leads from new Mobilo Card leads
Streamline your workflow by instantly creating leads in your Lofty account when a new lead appears in the Mobilo Card application. This seamless integration expedites the lead gathering process, eliminating the need for manual data transfer, thus boosting your efficiency and productivity. Capitalize on every opportunity by ensuring no potential customer slips through the cracks with this handy automation.
Streamline your workflow by instantly creating leads in your Lofty account when a new lead appears in the Mobilo Card application. This seamless integration expedites the lead gathering process, eliminating the need for manual data transfer, thus boosting your efficiency and productivity. Capitalize on every opportunity by ensuring no potential customer slips through the cracks with this handy automation.
- When this happens...New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
- automatically do this!Create Lead
Creates a new lead.
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New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try ItPipelineRequired
Try ItNew Lead
Triggers when a new lead is assigned to you. Does not work for lender-type accounts.
Try It