Update Bullhorn CRM clientcontacts when Mojo contacts change
Keep your contact information up-to-date across platforms with this seamless workflow. When you update a contact in the Mojo app, this automation will create a corresponding ClientContact in Bullhorn CRM, ensuring all your valuable information is consistently accurate and easily accessible. Streamline your contact management process and save time on data entry.
Keep your contact information up-to-date across platforms with this seamless workflow. When you update a contact in the Mojo app, this automation will create a corresponding ClientContact in Bullhorn CRM, ensuring all your valuable information is consistently accurate and easily accessible. Streamline your contact management process and save time on data entry.
- When this happens...Contact 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.
- automatically do this!Create ClientContact
Creates a new ClientContact.
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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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