Copper + Mojo
Create new contacts in Mojo and update companies in Copper
Effortlessly keep your Copper CRM up to date with new contacts from Mojo. With this powerful workflow, each time a new contact is added in Mojo, their corresponding company information will be updated in Copper. Stay organized and maintain accurate data without any manual intervention, saving you time and streamlining your CRM management process.
Effortlessly keep your Copper CRM up to date with new contacts from Mojo. With this powerful workflow, each time a new contact is added in Mojo, their corresponding company information will be updated in Copper. Stay organized and maintain accurate data without any manual intervention, saving you time and streamlining your CRM management process.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Update Company
Updates a Company depending on the match criteria.
- Free forever for core features
- 14 day trial for premium features & apps
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