Update CINC leads with new Mojo activities
Effortlessly keep your leads up to date with this convenient automation. When a new activity occurs in the Mojo app, this workflow will automatically update the corresponding lead in the CINC app, ensuring your data stays accurate and consistent. Save time and ensure seamless lead management across both platforms.
Effortlessly keep your leads up to date with this convenient automation. When a new activity occurs in the Mojo app, this workflow will automatically update the corresponding lead in the CINC app, ensuring your data stays accurate and consistent. Save time and ensure seamless lead management across both platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Lead
Updates existing 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).
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