BuyerAssist + Mojo
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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GroupRequired
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 ItNew Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try It