Bind ERP + Mojo
Create new Bind ERP prospects from Mojo activities
Effortlessly maintain your sales pipeline with this workflow that connects Mojo and Bind ERP. Whenever there's new activity in the Mojo app, this automation will instantly create a prospect in Bind ERP, ensuring you never miss an opportunity to nurture potential clients. Save time and stay organized by streamlining your sales process with this efficient solution.
Effortlessly maintain your sales pipeline with this workflow that connects Mojo and Bind ERP. Whenever there's new activity in the Mojo app, this automation will instantly create a prospect in Bind ERP, ensuring you never miss an opportunity to nurture potential clients. Save time and stay organized by streamlining your sales process with this efficient solution.
- When this happens...New Activity
Triggers when a new activity is created.
- 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.
Try It
