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AgencyZoom + Mojo

Create notes in AgencyZoom for new Mojo activities

Effortlessly track your Mojo app activities in AgencyZoom with this seamless workflow. When a new activity occurs in Mojo, a note will be created in AgencyZoom, ensuring you're always up-to-date with your sales efforts. Save time and stay organized by consolidating your activity tracking in one place.

Effortlessly track your Mojo app activities in AgencyZoom with this seamless workflow. When a new activity occurs in Mojo, a note will be created in AgencyZoom, ensuring you're always up-to-date with your sales efforts. Save time and stay organized by consolidating your activity tracking in one place.

  1. When this happens...
    MojoMojo
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    AgencyZoomAgencyZoom
    Create a Note

    Create a note for a lead or a customer.

    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
agencyzoom-ca67272 logo
agencyzoom-ca67272 logo

About AgencyZoom

AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Mojo

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

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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