leadPops (Legacy) integration with Momentifi
How to Create new Momentifi contacts from leadPops leads with ease
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new Momentifi contacts from leadPops leads with ease" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Momentifi integrations
Momentifi actions
Nekton can use any feature that is available in Momentifi API.
Using our advanced AI, you can easily create custom automations for Momentifi.
Here are some typical actions you can do in your automated workflows.
Add Contact Tag
This will add a contact tag to an existing contact.
Remove Contact Tag
This will remove a contact tag from an existing contact.
Create Contact
Creates a Contact
Update Contact
This will allow you to update a contact in the Momentifi system.
About Momentifi
Momentifi Integration with the Momentifi, Relationship Planner or CMPS applications