Compass + Mojo
Create new leads in Compass for every new contact in Mojo
Enhance your real estate business pipeline with this automation. When you add a new contact in Mojo, it will seamlessly create a new lead in your Compass app. This workflow allows for immediate engagement, helping you to interact swiftly and efficiently with potential clients. Streamline your process, save time, and ensure you never miss an opportunity with this simple, effective tool.
Enhance your real estate business pipeline with this automation. When you add a new contact in Mojo, it will seamlessly create a new lead in your Compass app. This workflow allows for immediate engagement, helping you to interact swiftly and efficiently with potential clients. Streamline your process, save time, and ensure you never miss an opportunity with this simple, effective tool.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create a New Lead
Create a new lead in your Compass CRM.
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GroupRequired
Note
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
