Capsule CRM + Mojo
Create projects in Capsule CRM for new contacts in Mojo
Effortlessly manage your new Mojo contacts by setting up this automation workflow. Once activated, each time you add a new contact in Mojo, a project will be created in Capsule CRM, ensuring seamless organization and keeping your CRM up to date. Make your contact management process more efficient with this convenient integration.
Effortlessly manage your new Mojo contacts by setting up this automation workflow. Once activated, each time you add a new contact in Mojo, a project will be created in Capsule CRM, ensuring seamless organization and keeping your CRM up to date. Make your contact management process more efficient with this convenient integration.
- 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 Project
Creates a new Project.
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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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