Create new Compass leads from new Mojo contacts in group
Effortlessly manage your real estate leads by connecting Mojo and Compass. With this workflow, every time you add a new contact to a group in Mojo, a new lead will be created in Compass, ensuring that all your essential information stays up-to-date and organized. Spend more time on building relationships and closing deals, while this automation takes care of the data entry for you.
Effortlessly manage your real estate leads by connecting Mojo and Compass. With this workflow, every time you add a new contact to a group in Mojo, a new lead will be created in Compass, ensuring that all your essential information stays up-to-date and organized. Spend more time on building relationships and closing deals, while this automation takes care of the data entry for you.
- When this happens...New Contact in Group
Triggers when a contact is added to a group in Mojo (contact sync is not available for contacts within a previous integration).
- automatically do this!Create a New Lead
Create a new lead in your Compass 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.
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