Clinchd + Mojo
Create deals in Clinchd for updated Mojo contacts
Effortlessly streamline your sales process with this user-friendly workflow. Whenever a contact is updated in Mojo, a new deal will be created in Clinchd, ensuring that your sales pipeline stays organized and up-to-date. Say goodbye to manual data entry and enhance productivity with this seamless and efficient automation.
Effortlessly streamline your sales process with this user-friendly workflow. Whenever a contact is updated in Mojo, a new deal will be created in Clinchd, ensuring that your sales pipeline stays organized and up-to-date. Say goodbye to manual data entry and enhance productivity with this seamless and efficient automation.
- 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 Deal
Create a new deal on Clinchd
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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
