Create opportunities in Capsule CRM for new Mojo activities
Stay organized and never miss an opportunity with this automation that connects Mojo to Capsule CRM. When a new activity occurs in the Mojo app, this workflow creates a new opportunity in your Capsule CRM, helping you track potential leads and sales prospects more efficiently. Spend less time on manual data entry and focus on closing deals, leaving the heavy lifting to this efficient workflow.
Stay organized and never miss an opportunity with this automation that connects Mojo to Capsule CRM. When a new activity occurs in the Mojo app, this workflow creates a new opportunity in your Capsule CRM, helping you track potential leads and sales prospects more efficiently. Spend less time on manual data entry and focus on closing deals, leaving the heavy lifting to this efficient workflow.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Opportunity
Creates a new Opportunity.
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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).
Try It
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.
Try It