Compass + Mojo
Create new Compass leads for every new activity in Mojo
Improve your real estate lead management with this workflow. When a new activity happens in Mojo, a new lead is instantly created in the Compass app. With this process, you save valuable time and ensure that every potential lead is captured and ready for follow-up. This integration brings efficiency to your real estate tasks while providing a seamless link between Mojo and Compass.
Improve your real estate lead management with this workflow. When a new activity happens in Mojo, a new lead is instantly created in the Compass app. With this process, you save valuable time and ensure that every potential lead is captured and ready for follow-up. This integration brings efficiency to your real estate tasks while providing a seamless link between Mojo and Compass.
- When this happens...New Activity
Triggers when a new activity is created.
- 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).
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
