Copper + Mojo
Update Copper companies when Mojo contacts are updated
Keep your Mojo and Copper CRM in harmony with this seamless workflow. When a contact is updated in Mojo, this automation ensures the corresponding company information in Copper is also updated. Maintain accurate records with minimal effort and enhance your sales process by having up-to-date information at your fingertips.
Keep your Mojo and Copper CRM in harmony with this seamless workflow. When a contact is updated in Mojo, this automation ensures the corresponding company information in Copper is also updated. Maintain accurate records with minimal effort and enhance your sales process by having up-to-date information at your fingertips.
- 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!Update Company
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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