Baton + Mojo

Baton + Mojo integrations

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.

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 ProjectCreates a Project on Baton
ActionWrite

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More things you can do with Mojo and Baton

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

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
Try It
New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- 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
- Project Status
Trigger
Polling
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- Project Title
  Required
- Project Description
- Client Name
- Start Date
- Estimated Completion Date
- Annual Contract Value
- Implementation Budget
- Budget Shown to Client
- Estimated Duration
- Template
- Custom Fields
Action
Write

- Note
Trigger
Instant
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- 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
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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
Templates
Triggers when a new template is created
Trigger
Polling
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- Title contains
Action
Search

About Baton

Baton is the leading platform for managing software implementations and customer onboarding.

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Related categories

Project Management

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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Related categories

CRM (Customer Relationship Management)

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