Accelo + Mojo

Accelo + Mojo integrations

Create Accelo sales for new Mojo contacts

Boost your sales process by seamlessly connecting Mojo and Accelo with this workflow. When a new contact is added in Mojo, a sale will be created in Accelo, ensuring all your leads are efficiently managed and organized. Save time and enhance your team's productivity with this streamlined automation.

When this happens...
New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create SaleCreates a new sale. If the sale's contact does not exist, a new one will be created for you.
ActionWrite

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More things you can do with Mojo and Accelo

Discover other triggers and actions you can use with Mojo and Accelo

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
Try It
- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
Task Assigned
Triggers when a task is assigned.
Trigger
Instant
Try It

- Email
  Required
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Comments
- Position
- Company Name
- Company Website
- Company Phone
- Company Fax
- Company Comments
Action
Write
- Title
  Required
- Type
  Required
- Email
  Required
- Salesperson
- Comments
- Value
- Rating
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Position
- Company Name
- Company Phone
- Company Fax
- Company Website
- Company Comments
Action
Write
Pause Timers
Pauses any active timers.
Action
Write

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
- Type
  Required
- Subject
  Required
- Body
  Required
- Email
  Required
- First Name
- Last Name
- Mobile
- Phone
- Fax
- Company Name
- Position
- Company Phone
- Company Fax
- Company Website
- Company Comments
- Send on Behalf of Contact
Action
Write
- Subject
  Required
- Initial Seconds
- Auto Start
Action
Write
- Resource URL
  Required
Action
Search

About Accelo

Accelo is a unified professional services software platform designed to manage clients, projects, resources, finances, and insights, all in one place.

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About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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CRM (Customer Relationship Management)

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Related Zap Templates

Create or update Accelo contacts from new Mojo activities

Related Zap Templates

Create or update Accelo contacts from new Mojo activities