Update leads in Lofty when new results come in from Upcall
Whenever new results are observed in Upcall, this workflow will promptly refresh your lead information in Lofty. This eliminates the need for manual updates, saving valuable time, and ensuring your lead data in Lofty is always accurate and up-to-date. Enhance your productivity and lead management process with this streamlined automation.
Whenever new results are observed in Upcall, this workflow will promptly refresh your lead information in Lofty. This eliminates the need for manual updates, saving valuable time, and ensuring your lead data in Lofty is always accurate and up-to-date. Enhance your productivity and lead management process with this streamlined automation.
- When this happens...New Results
Triggers when new answers were collected during a call (appointment date, survey questions, lead details, etc).
- automatically do this!Update Lead
Updates an existing lead.
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Status
CampaignRequired
Try ItStatus
CampaignRequired
Try ItCampaignRequired
ContactRequired
Phone Number
Status
Phone Number Extension
First Name
Last Name
Notes
Title
Company Name
Email Address
Website
Address - Street Line 1
Address - City
Address - State
Address - Postal / ZIP Code
Address - Country
Custom Fields
CampaignRequired
Name
Email
Phone Number
Status
Phone NumberRequired
Phone Number Extension
First Name
Last Name
Notes
Title
Company Name
Email Address
Website
Address - Street Line 1
Address - City
Address - State
Address - Postal / ZIP Code
Address - Country
Custom Fields
Status
CampaignRequired
Try ItCampaignRequired
Phone NumberRequired
Phone Number Extension
First Name
Last Name
Notes
Title
Company Name
Email Address
Website
Address - Street Line 1
Address - City
Address - State
Address - Postal / ZIP Code
Address - Country
Custom Fields
CampaignRequired
Name
Email
Phone Number
Status
SegmentRequired
Try It