AGENTVIEW + Mojo

AGENTVIEW + Mojo integrations

Add new Mojo contacts to AGENTVIEW

New contacts from Mojo can be missed when they are not added to your CRM right away. This template automatically creates a lead in AGENTVIEW whenever a new contact is added in Mojo. Use this template to keep your Mojo contacts organized in AGENTVIEW and help your team follow up faster.

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 LeadCreates a new lead inside AGENTVIEW CRM.
ActionWrite

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More things you can do with Mojo and AGENTVIEW

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

- 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
- Contact Type
- Contact Status
- Contact Source
- First Name
- Last Name
- Spouse First Name
- Spouse Last Name
- Home Phone Number
- Mobile Number
- Email Address
- Birthday
- Company
- Home Address
- Home City
- Home State
- Home Zip Code
- Subject Property Address
- Subject Property City
- Subject Property State
- Subject Property Zip Code
- Subject Home Price Min
- Subject Home Price Maximum
- City Of Interest
- State Of Interest
- Subject Home Preference
- Subject Home SQFT
- Subject Home Bedrooms
- Subject Homes Bathrooms
- Referred By
- Move In Anniversary Date
Trigger
Polling
Try It

- Note
Trigger
Instant
Try It
- 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
Try It
- 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
- Full Name
- First Name
- Last Name
- Secondary First Name
- Secondary Last Name
- Phone Number
- Mobile Number
- Email Address
- Birthday
- Company
- Address
- City
- State
- Zip Code
- Contact Type
- Contact Source
- Referred by
- Message
- Home Price Minimum
- Home Price Maximum
- Bedrooms
- Bathrooms
- State of interest
- City of interest
- Square Feet
- Home Style
- Move In Anniversary Date
- Subject property address
- Subject property city
- Subject property state
- Subject property zip code
- Instagram Link
- LinkedIn Link
- Facebook Link
Action
Write

About AGENTVIEW

AGENTVIEW is an all-in-one platform for real estate agents to capture leads, nurture relationships, and close more deals.

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Related categories

Beta

CRM (Customer Relationship Management)

About Mojo

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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