Capsule CRM + Mojo
Create opportunities in Capsule CRM from new contacts in Mojo
Effortlessly manage and track business opportunities with this seamless workflow between Mojo and Capsule CRM. When a new contact is added in Mojo, an opportunity will be created in Capsule CRM, ensuring your sales team is always up-to-date and prepared to act on potential leads. Stay organized and focused on closing deals with this efficient automation.
Effortlessly manage and track business opportunities with this seamless workflow between Mojo and Capsule CRM. When a new contact is added in Mojo, an opportunity will be created in Capsule CRM, ensuring your sales team is always up-to-date and prepared to act on potential leads. Stay organized and focused on closing deals with this efficient automation.
- 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 Opportunity
Creates a new Opportunity.
- Free forever for core features
- 14 day trial for premium features & apps
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
