Create or update Copper companies from new Mojo contacts
Effortlessly manage your contacts between Mojo and Copper with this seamless workflow. Whenever a new contact is added in Mojo, this automation creates or updates the company information in Copper, ensuring your CRM stays up-to-date and organized without any manual intervention. Stay focused on growing your business while letting the integration handle contact management for you.
Effortlessly manage your contacts between Mojo and Copper with this seamless workflow. Whenever a new contact is added in Mojo, this automation creates or updates the company information in Copper, ensuring your CRM stays up-to-date and organized without any manual intervention. Stay focused on growing your business while letting the integration handle contact management for you.
- 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/Update Company
Creates or Updates a Company depending on the match criteria.
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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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