Add custom attributes in ChartMogul for new Mojo contacts
Effortlessly keep your customer information up-to-date in ChartMogul when you add new contacts in Mojo with this automation. Whenever a new contact is created in Mojo, this workflow swiftly adds custom attributes to the corresponding customer in ChartMogul, using their External ID. Save time and ensure your customer data remains current across both platforms.
Effortlessly keep your customer information up-to-date in ChartMogul when you add new contacts in Mojo with this automation. Whenever a new contact is created in Mojo, this workflow swiftly adds custom attributes to the corresponding customer in ChartMogul, using their External ID. Save time and ensure your customer data remains current across both platforms.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Add a Custom Attribute to a Customer via External ID
Adds a custom attribute to the customer in ChartMogul that have the given external ID
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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.
Try It