Agile CRM + Mojo

Agile CRM + Mojo integrations

Create or update Agile CRM contacts when new Mojo contacts are added

Effortlessly manage your contacts between Mojo and Agile CRM with this seamless workflow. When a new contact is added in Mojo, this automation will create or update the contact in Agile CRM, ensuring your contact information stays up-to-date across both platforms. Stay organized and focused on growing your customer base without manual data entry.

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 or Update ContactUpdates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
ActionWrite

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More things you can do with Mojo and Agile CRM

Discover other triggers and actions you can use with Mojo and Agile CRM

- Group
  Required
- Note
Trigger
Instant
Try It
- 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
- Track / Milestone
  Required
Trigger
Polling
Try It

New Case
Triggers when a new case is added in Agile CRM.
Trigger
Polling
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New Deal
Triggers when a new Deal is added in AgileCRM.
Trigger
Polling
Try It
- Ticket Filter
  Required
Trigger
Polling
Try It
- Tag Name
  Required
Trigger
Polling
Try It
- Contact Email
  Required
- Subject of Note
  Required
- Description
  Required
Action
Write
- Contact Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- If Duplicate Found
- Phone
- Tag
- Company
- Add Address
- City
- State
- Zip Code
- Country
- Website
Action
Write
- Name
  Required
- Priority
  Required
- Owner
  Required
- Start Time
  Required
- End Time
  Required
Action
Write
- Subject
  Required
- Task Type
  Required
- Priority
  Required
- Owner
- Email
- Due Date
Action
Write

- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- 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
Changing Any Deal Milestone
Changing any milestone in Agile CRM should be triggered.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is add in AgileCRM.
Trigger
Polling
Try It
New Event
Triggers when a new event is created in Agile CRM.
Trigger
Polling
Try It
New Task
Triggers when a new task is added in the Agile CRM.
Trigger
Polling
Try It
- Campaign
  Required
- Subscriber Email
  Required
Action
Write
- Contact Email
  Required
- Score to Be Added
  Required
Action
Write
- Company Name
  Required
- Company URL
Action
Write
- Name
  Required
- Owner
- Probability (%)
- Value
  Required
- Track
- Milestone
- Related To
- Close Date
- Description
- Deal Source
Action
Write
- Email
  Required
- Subject
  Required
- Cc
- Priority
  Required
- Status
- Assignee
  Required
- Message
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone
- Tags
- Add Address
- City
- State
- Zip Code
- Country
- Create New Contact
- Website
Action
Write

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

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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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