Create opportunities in BuyerAssist from new contacts in Mojo
Effortlessly streamline your sales process by connecting Mojo and BuyerAssist through this efficient workflow. When a new contact is added in Mojo, an opportunity will be created in BuyerAssist, keeping your sales pipeline organized and up-to-date. Save time and reduce manual data entry, enabling your team to focus on closing deals and nurturing relationships with potential clients.
Effortlessly streamline your sales process by connecting Mojo and BuyerAssist through this efficient workflow. When a new contact is added in Mojo, an opportunity will be created in BuyerAssist, keeping your sales pipeline organized and up-to-date. Save time and reduce manual data entry, enabling your team to focus on closing deals and nurturing relationships with potential clients.
- 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 Opportunity
Creates a new Opportunity in BuyerAssist
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