Create new leads in REsimpli 3.0 when buttons are clicked in Mojo
Instantly transform your interactions into potential business opportunities with this workflow that activates as you engage with the Mojo app. With a simple click of the Send button in Mojo, a new lead is dynamically created within the REsimpli 3.0 platform. This efficient process not only saves you precious time but also helps in keeping the pipeline filled for your real estate business. The power of technology is leveraged to ensure no lead is missed and every interaction is made to count.
Instantly transform your interactions into potential business opportunities with this workflow that activates as you engage with the Mojo app. With a simple click of the Send button in Mojo, a new lead is dynamically created within the REsimpli 3.0 platform. This efficient process not only saves you precious time but also helps in keeping the pipeline filled for your real estate business. The power of technology is leveraged to ensure no lead is missed and every interaction is made to count.
- When this happens...Send Button Clicked
Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.
- automatically do this!Create Lead
Creates a new lead in CRM.
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GroupRequired
Note
Try ItGroupRequired
Try ItContact Updated
Triggers when a contact is updated. Specifically when a basic field (like name, address, etc), misc field (Listing Status, etc), note or information field (Last Call Result, etc) is changed in Mojo.
Try ItNew Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try It
New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
Try ItSend Button Clicked
Triggers via the Send to Zapier button in Actions dropdown of the contact screen. Used for sending Mojo Neighborhood Search and Mojo Skip Traced data.
Try ItNotice
Activity Types
Try ItNote Updated
Triggers when a note is updated in Mojo.
Try It