Accelo + Mojo
Create or update Accelo contacts from new Mojo activities
Boost your productivity by streamlining the process of updating contact information between Mojo and Accelo. With this workflow, whenever a new activity occurs in the Mojo app, the contact will be either created or updated in the Accelo app, ensuring your records stay up-to-date and accurate. Save time and eliminate manual data entry with this seamless automation.
Boost your productivity by streamlining the process of updating contact information between Mojo and Accelo. With this workflow, whenever a new activity occurs in the Mojo app, the contact will be either created or updated in the Accelo app, ensuring your records stay up-to-date and accurate. Save time and eliminate manual data entry with this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create/Update Contact
Creates a new contact or updates a contact if it already exists.
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GroupRequired
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).
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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 ItActivity Types
Try ItNote Updated
Triggers when a note is updated in Mojo.
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