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Capsule CRM + Mojo

Update Mojo contacts when new or updated opportunities arise in Capsule CRM

Keep your Mojo contacts up-to-date with this Capsule CRM to Mojo workflow. Whenever there's a new or updated opportunity in Capsule CRM, this automation updates the corresponding contact in Mojo, ensuring you always have accurate information at your fingertips. Stay organized and maintain accurate records with ease using this seamless integration.

Keep your Mojo contacts up-to-date with this Capsule CRM to Mojo workflow. Whenever there's a new or updated opportunity in Capsule CRM, this automation updates the corresponding contact in Mojo, ensuring you always have accurate information at your fingertips. Stay organized and maintain accurate records with ease using this seamless integration.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    MojoMojo
    Update Contact

    Update Contact in Mojo. A Contact_ID value is necessary. It can be retrieved from a New Contact, New Contact in Group or Contact Updated trigger or from the Create Contact in Group Action.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo
capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

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