Baton + Mojo
Create projects in Baton for new contacts in Mojo
Effortlessly manage your customer relationships with this Mojo and Baton integration. Whenever a new contact is added in Mojo, a project will be created in Baton, streamlining your workflow and ensuring you never miss a beat when it comes to organizing your client projects. Save time and stay on track with this seamless automation.
Effortlessly manage your customer relationships with this Mojo and Baton integration. Whenever a new contact is added in Mojo, a project will be created in Baton, streamlining your workflow and ensuring you never miss a beat when it comes to organizing your client projects. Save time and stay on track with this seamless 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 Project
Creates a Project on Baton
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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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