Mojo Dialer and Lofty Sync via API Nation

 

 

The Lofty and Mojo Dialer integration will send your leads from a group in Mojo Dialer right into Lofty with the click of a button.

 

• Qualify leads in Mojo and have them synced with their info into Lofty

• Use Mojo’s 3 line dialer to grow your Lofty lead pipeline 3 times faster

• Save hours and costly errors by cutting your data entry in half

 

Checkout the video above to see it in action.

 

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If you'd prefer to read through a guide, here's a step-by-step:

 

Head to https://my.apination.com/apps/chime/mojo/ to get started.

 

There you will see a sync available for Lofty and Mojo Dialer: Mojo Contacts into Lofty.

 

Click "Activate" to begin set up.

 

After clicking Activate on the Sync you’ll be asked to connect both apps to API Nation.

 

To connect Mojo, click the "Connect" button under the Mojo Dialer logo, Sign in, and follow the prompts to Allow API Nation to sync information to your account.

 

Once Mojo is connected, you can now connect Lofty. Click the “Connect" button under the Lofty logo

 

and follow the prompts to Allow API Nation to sync information to your account.

Once you’ve connected Lofty, you can now begin configuring your Sync for creation.

 

 

There are a few options to decide before activating the Sync.

 

Regarding the contacts from Mojo, you must first choose which Group(s) you want involved in the Sync. 

 

For the contacts getting added to Lofty, you must configure: 
 

• Do not overwrite….: Check this box and the Sync will only fill in blank fields in Lofty. Leave the box unchecked and if there is already a record in Lofty for a lead, the Sync will overwrite that record.
• Make new lead Private: Check this box to mark new leads as private
• Send new lead Alert Email?: Check this box to have alert emails sent for every new lead
• Send new leads Welcome Email?: Check this box to have emails sent to every new lead
• Assign Agent: Choose which agent the lead should be assigned to in Lofty

 

 

Click "Subscribe" to create the Sync.

 

This will create the Sync with those configuration options. 

 

Scroll down and confirm the filters and mapping.

 

(Optional) Filters:

 

• Choose a field from the dropdown and then a criteria for including or excluding contacts. 
• Click "Advance Mode" to add additional "And" / "Or" rules to your filter
• Be sure to save your filter

 

Mapping:

 

Most of the fields are pre-mapped by the system. If there are any additional fields you would like to connect, click the “Plus” icon on the right of the empty field, and select the field from the drop down.

You can add multiple fields into a single field (e.g. First Name Last Name into the Full Name field).

 

You can also add plain text to a field (e.g. add the Text “Mojo” in a field called Lead Source, so mark all the leads coming through as from the source “Mojo”)

 

 

Scroll down and confirm the mapping. The fields available are as follow:

Mojo Dialer

Lofty

First Name Last Name Property Address Property City Property State Property Zip Code Primary Email Primary Phone Full Name Middle Name Additional Emails Additional Work Phones Additional Home Phones Additional Mobile Phones Additional Other Phones Priority Note Additional Notes

First Name Last Name Email Phone Mailing Street Address Mailing Address State Mailing Address City Mailing Address ZIP Mailing Address Country Second Email Second Phone Birthday Buy A House? Buying Time Frame Selling Time Frame First Time Buyer? House to Sell ? Privacy Lead Type Has Mortgage? Pre-qualified? Source With Buyer Agent? With Listing Agent? Tags Groups Property Street Address Property Address State Property Address City Property Address ZIP Property Address Country Is Team Lead? Send new lead alert email? Send Welcome Email?

 

 

Once you’re satisfied with the options, Scroll to the top and click the big Activate Sync button.

 

You can then go back to: https://my.apination.com/apps/chime to set up your choice of the additional Lofty Syncs.

 

Once you’ve connected your Syncs, they will all be available for management in the “My Syncs” area of API Nation.

 

Now to Sync a contact in Mojo Dialer right into Lofty, just open the Action menu on a contact in Mojo and push the "Send to API Nation" option. That's it!

 

 

Now as soon as a synced contact in the specified group in Mojo is updated, the integration will see it and send it over to your Lofty

 

You can now prospect three times faster, grow your Lofty database and reduce data entry errors as you manage contacts.