Copper + Mojo
Update Copper companies with new Mojo activities
Effortlessly keep your Copper CRM updated with the latest activities from Mojo by using this automation workflow. Whenever there's a new activity in Mojo, this workflow will ensure the corresponding company information is updated in Copper, saving you time and ensuring your CRM always has the most accurate data. Stay organized and efficient with this seamless integration between Mojo and Copper.
Effortlessly keep your Copper CRM updated with the latest activities from Mojo by using this automation workflow. Whenever there's a new activity in Mojo, this workflow will ensure the corresponding company information is updated in Copper, saving you time and ensuring your CRM always has the most accurate data. Stay organized and efficient with this seamless integration between Mojo and Copper.
- When this happens...New Activity
Triggers when a new activity is created.
- 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).
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
