Agile CRM + Mojo
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.
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 Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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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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