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Accelo + Mojo

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.

  1. When this happens...
    MojoMojo
    New Contact

    Triggers when a new contact is created (through the create contact form in Data & Dialer section).

    TriggerInstant
  2. automatically do this!
    AcceloAccelo
    Create Sale

    Creates a new sale. If the sale's contact does not exist, a new one will be created for you.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • GroupRequired

    Trigger
    Instant
    Try It
    • GroupRequired

    Trigger
    Instant
    Try It
  • Mojo triggers, actions, and search

    Contact 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.

    Trigger
    Instant
    Try It
  • Mojo triggers, actions, and search

    New Note

    Triggers when a new note is created in Mojo (through the contact screen only).

    Trigger
    Instant
    Try It
  • Mojo triggers, actions, and search

    New Contact

    Triggers when a new contact is created (through the create contact form in Data & Dialer section).

    Trigger
    Instant
    Try It
  • Mojo triggers, actions, and search

    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.

    Trigger
    Instant
    Try It
    • Activity Types

    Trigger
    Instant
    Try It
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accelo logo

About Accelo

Accelo manages all your client work in one place, making your business more profitable and you less stressed.
Help

Related categories

  • Project Management

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mojo logo
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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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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier