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.
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 Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Sale
Creates a new sale. If the sale's contact does not exist, a new one will be created for you.
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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).
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 ItActivity Types
Try ItNote Updated
Triggers when a note is updated in Mojo.
Try It