Update leads in Lofty when new docs are published in Blaze.ai
Let your sales team take immediate action as soon as a document is published in Blaze.ai with this efficient workflow. As soon as a new document is published in Blaze.ai, it prompts an immediate update to a lead in your Lofty app. This instant exchange of information reduces manual work, keeps your sales process fluid, and ensures you never miss an opportunity.
Let your sales team take immediate action as soon as a document is published in Blaze.ai with this efficient workflow. As soon as a new document is published in Blaze.ai, it prompts an immediate update to a lead in your Lofty app. This instant exchange of information reduces manual work, keeps your sales process fluid, and ensures you never miss an opportunity.
- When this happens...Publish Doc
Triggers when a doc is published.
- automatically do this!Update Lead
Updates an existing lead.
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