Create Clientjoy leads from new Mojo activities
Effortlessly manage your leads by connecting Mojo and Clientjoy with this seamless workflow. Every time a new activity occurs in the Mojo app, a lead is created in the Clientjoy app, ensuring your sales team can easily keep track of prospects and prioritize their efforts. Save time and increase productivity with this simple yet powerful automation.
Effortlessly manage your leads by connecting Mojo and Clientjoy with this seamless workflow. Every time a new activity occurs in the Mojo app, a lead is created in the Clientjoy app, ensuring your sales team can easily keep track of prospects and prioritize their efforts. Save time and increase productivity with this simple yet powerful automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Create a new Lead in your Clientjoy's Sales Pipeline.
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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