Bind ERP + Mojo
Create prospects in Bind ERP for new Mojo contacts
Effortlessly streamline your sales and customer management process with this Mojo to Bind ERP automation. When you add a new contact in the Mojo app, this workflow will automatically create a prospect in the Bind ERP app, ensuring that your business always has up-to-date customer information. Save time and stay organized by letting this integration handle the data transfer for you.
Effortlessly streamline your sales and customer management process with this Mojo to Bind ERP automation. When you add a new contact in the Mojo app, this workflow will automatically create a prospect in the Bind ERP app, ensuring that your business always has up-to-date customer information. Save time and stay organized by letting this integration handle the data transfer for you.
- 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 Prospect
Creates a new prospect.
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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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