ChartMogul + Mojo
Update ChartMogul customers when Mojo contacts are updated
Effortlessly keep your customer data up-to-date with this workflow between Mojo and ChartMogul. When a contact is updated in the Mojo app, a customer record is created in ChartMogul. This helps you save time and maintain accurate customer information in both platforms without any manual entry.
Effortlessly keep your customer data up-to-date with this workflow between Mojo and ChartMogul. When a contact is updated in the Mojo app, a customer record is created in ChartMogul. This helps you save time and maintain accurate customer information in both platforms without any manual entry.
- When this happens...Contact 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.
- automatically do this!Create a Customer
Create a customer profile in the target data source
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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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