BrightManager + Mojo
Create clients in BrightManager from new activities in Mojo
Effortlessly keep track of client information when new activities occur in Mojo by connecting it with BrightManager. With this seamless workflow, every time there's a new activity happening inside Mojo, a new client will be created in BrightManager, ensuring that your client database is always up-to-date and accurate. Save time and maintain consistency between the two platforms without the need for manual data entry or updates.
Effortlessly keep track of client information when new activities occur in Mojo by connecting it with BrightManager. With this seamless workflow, every time there's a new activity happening inside Mojo, a new client will be created in BrightManager, ensuring that your client database is always up-to-date and accurate. Save time and maintain consistency between the two platforms without the need for manual data entry or updates.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Client
Create a new Client within BrightManager
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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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