Create updates in Lofty leads every time a new note is added in Mojo
Keep your leads on Lofty updated in real time with this useful workflow. Whenever a new note is added in Mojo, the corresponding lead in Lofty will be updated promptly. This helps ensure that all your team members always have the most current information for each lead at their fingertips. Enjoy seamless data management and eliminate the hassle of manual updates.
Keep your leads on Lofty updated in real time with this useful workflow. Whenever a new note is added in Mojo, the corresponding lead in Lofty will be updated promptly. This helps ensure that all your team members always have the most current information for each lead at their fingertips. Enjoy seamless data management and eliminate the hassle of manual updates.
- When this happens...New Note
Triggers when a new note is created in Mojo (through the contact screen only).
- automatically do this!Update Lead
Updates an existing lead.
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