Capsule CRM + Mojo
Create notes in Capsule CRM entities for new Mojo activities
Effortlessly keep track of your interactions with Capsule CRM contacts by seamlessly updating your notes. With this workflow, every time a new activity is logged in Mojo, a note will be added to the corresponding entity in Capsule CRM. Simplify your record-keeping and ensure important details are captured, making it easier for your team to stay organized and informed.
Effortlessly keep track of your interactions with Capsule CRM contacts by seamlessly updating your notes. With this workflow, every time a new activity is logged in Mojo, a note will be added to the corresponding entity in Capsule CRM. Simplify your record-keeping and ensure important details are captured, making it easier for your team to stay organized and informed.
- When this happens...New Activity
Triggers when a new activity is created.
- 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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