Brivity + Mojo
Create contacts in Mojo calling list for each new lead in Brivity
When a new lead appears in Brivity, this workflow ensures you don't miss an opportunity to follow up. It will create a new contact in your Mojo calling list, saving you the time of manual data entry. Stay organized and on top of every lead, enhancing your customer relationship management.
When a new lead appears in Brivity, this workflow ensures you don't miss an opportunity to follow up. It will create a new contact in your Mojo calling list, saving you the time of manual data entry. Stay organized and on top of every lead, enhancing your customer relationship management.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Contact in Calling List
Create Contact in Mojo and assign to calling list.
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New Lead
Triggers when a new lead is created.
Try ItPrimary Agent ID
Lead Intent
First Name
Last Name
Email Address
Phone Number
Company
Job Title
Street Address
City
Locality
Postal Code
Country
Source
Description
Tags
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.
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Update Lead
Triggers when a lead is updated.
Try ItGroupRequired
Note
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 It
