Trigger new entry in Cognito Forms, find record in Lofty, and schedule call in Callingly
Trigger new entry in Cognito Forms, find record in Lofty, and schedule call in Callingly
Schedule follow-up calls with leads based on their Cognito Forms submissions. Find records in Lofty and create or update leads in Callingly, ensuring timely engagement and improved conversion rates.
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Overview
Schedule follow-up calls with leads based on their Cognito Forms submissions. Find records in Lofty and create or update leads in Callingly, ensuring timely engagement and improved conversion rates.