Copper + Mojo
Update Copper opportunities when new Mojo contacts are created
Effortlessly keep your opportunities up to date in Copper by connecting it with Mojo. This workflow activates when a new contact is added in Mojo, updating the corresponding opportunity in Copper by ID instantly. Maintain accurate information seamlessly and save time with this smart automation.
Effortlessly keep your opportunities up to date in Copper by connecting it with Mojo. This workflow activates when a new contact is added in Mojo, updating the corresponding opportunity in Copper by ID instantly. Maintain accurate information seamlessly and save time with this smart automation.
- 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 Opportunity by ID
Updates an Opportunity based off of Opportunity ID.
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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
