Autotask + Mojo
Create new Autotask opportunities from new Mojo contacts
Effortlessly track and manage new leads with this seamless workflow between Mojo and Autotask. Whenever a new contact is added in Mojo, an opportunity will be created in Autotask, ensuring you never miss a potential sale. Simplify your lead management process and focus on closing deals with this easy-to-use automation.
Effortlessly track and manage new leads with this seamless workflow between Mojo and Autotask. Whenever a new contact is added in Mojo, an opportunity will be created in Autotask, ensuring you never miss a potential sale. Simplify your lead management process and focus on closing deals with this easy-to-use automation.
- 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 Opportunity
Triggers when a new opportunity is 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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