Compass + Mojo
Update contacts in Mojo and create new leads in Compass
Streamline your workflow with this efficient process. When a contact in Mojo undergoes an update, the change is instantly reflected in your Compass system. This optimizes your sales process and increases productivity by ensuring all contact modifications are accurately tracked and swiftly applied in Compass.
Streamline your workflow with this efficient process. When a contact in Mojo undergoes an update, the change is instantly reflected in your Compass system. This optimizes your sales process and increases productivity by ensuring all contact modifications are accurately tracked and swiftly applied in Compass.
- 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 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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