Create notes in CINC for new contacts added in Mojo
Effortlessly manage your contacts and stay organized with this Mojo to CINC workflow. When a new contact is added in Mojo, a note will be added to the corresponding contact in CINC. Save time by streamlining your information updates and enhance communication between your sales and marketing platforms.
Effortlessly manage your contacts and stay organized with this Mojo to CINC workflow. When a new contact is added in Mojo, a note will be added to the corresponding contact in CINC. Save time by streamlining your information updates and enhance communication between your sales and marketing 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 Note
Adds a note to a lead in the CINC CRM.
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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