Compass + Mojo
Turn new Mojo notes into leads in Compass
Instantly streamline your sales process with this efficient automation. Whenever a new note is created in Mojo, a new lead will be created in Compass. This means you don’t have to manually transfer information between these two platforms – the process is done for you. This can help increase productivity and keep track of all potential leads in a single place.
Instantly streamline your sales process with this efficient automation. Whenever a new note is created in Mojo, a new lead will be created in Compass. This means you don’t have to manually transfer information between these two platforms – the process is done for you. This can help increase productivity and keep track of all potential leads in a single place.
- When this happens...New Note
Triggers when a new note is created in Mojo (through the contact screen only).
- automatically do this!Create a New Lead
Create a new lead in your Compass CRM.
- Free forever for core features
- 14 day trial for premium features & apps
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
