Capsule CRM + Mojo
Create notes in Capsule CRM for new Mojo contacts
Effortlessly manage your contacts between Mojo and Capsule CRM with this seamless workflow. When you add a new contact in the Mojo app, a note will be created and added to the corresponding entity in Capsule CRM. This automation helps you keep track of important communication with your contacts and ensures that no detail is missed. Stay organized and save time by integrating your Mojo and Capsule CRM contact management.
Effortlessly manage your contacts between Mojo and Capsule CRM with this seamless workflow. When you add a new contact in the Mojo app, a note will be created and added to the corresponding entity in Capsule CRM. This automation helps you keep track of important communication with your contacts and ensures that no detail is missed. Stay organized and save time by integrating your Mojo and Capsule CRM contact management.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Add Note to Entity
Adds a Note to an Entity.
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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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