Copper + Mojo
Update Copper persons when contacts are updated in Mojo
Maintain up-to-date contact information between Mojo and Copper with this efficient workflow. When a contact gets updated in Mojo, this process automatically creates or updates the corresponding person in Copper, keeping your data synchronized and accurate. Say goodbye to manual data entry and save valuable time by allowing this automation to manage your contact updates for you.
Maintain up-to-date contact information between Mojo and Copper with this efficient workflow. When a contact gets updated in Mojo, this process automatically creates or updates the corresponding person in Copper, keeping your data synchronized and accurate. Say goodbye to manual data entry and save valuable time by allowing this automation to manage your contact updates for you.
- 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 Person
Creates a new Person.
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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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