Act-On + Mojo
Update Act-On contacts when Mojo contacts are updated
Keep your Act-On contacts up-to-date whenever there's a change in your Mojo contacts with this seamless workflow. When a contact is updated in Mojo, this automation will search for the contact in Act-On using their email address and either update their information or create a new contact if not found. This ensures your Act-On records are always current and organized, saving you time and effort in managing your contacts.
Keep your Act-On contacts up-to-date whenever there's a change in your Mojo contacts with this seamless workflow. When a contact is updated in Mojo, this automation will search for the contact in Act-On using their email address and either update their information or create a new contact if not found. This ensures your Act-On records are always current and organized, saving you time and effort in managing your contacts.
- When this happens...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.
- automatically do this!Update or Create Contact (By Email Address)
Updates an existing contact or creates one if not found in a target list. A contact is identified by their email address.
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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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