Create new Copper companies from Mojo activities
Automate your CRM process by connecting Mojo with Copper. With this workflow, whenever a new activity is added in Mojo, a company will be created in Copper, streamlining your data management and saving you valuable time. Keep your sales pipeline organized and up-to-date with seamless integration between your prospecting and CRM platforms.
Automate your CRM process by connecting Mojo with Copper. With this workflow, whenever a new activity is added in Mojo, a company will be created in Copper, streamlining your data management and saving you valuable time. Keep your sales pipeline organized and up-to-date with seamless integration between your prospecting and CRM platforms.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Company
Creates a new Company.
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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).
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