BenchmarkONE + Mojo
Create or update BenchmarkONE contacts from new Mojo activities
Effortlessly manage contacts between Mojo and BenchmarkONE with this seamless workflow. When new activity occurs in Mojo, a contact will be created or updated in BenchmarkONE, ensuring that your contact information stays updated across both platforms. Stay organized and maintain up-to-date contact data without manual intervention, giving you more time to focus on your core business tasks.
Effortlessly manage contacts between Mojo and BenchmarkONE with this seamless workflow. When new activity occurs in Mojo, a contact will be created or updated in BenchmarkONE, ensuring that your contact information stays updated across both platforms. Stay organized and maintain up-to-date contact data without manual intervention, giving you more time to focus on your core business tasks.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create/Update Contact
Creates a new contact or updates an existing contact.
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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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