Copper + Mojo
Create new people in Copper whenever new contacts are added to a group in Mojo
Seamlessly manage your business contacts with this workflow. Whenever a new contact is added to a group in Mojo, it will create a corresponding person in Copper. This automation keeps your CRM updated, so you can focus on building relationships instead of data entry. It's a simple yet effective solution to keep your customer data organized across different platforms.
Seamlessly manage your business contacts with this workflow. Whenever a new contact is added to a group in Mojo, it will create a corresponding person in Copper. This automation keeps your CRM updated, so you can focus on building relationships instead of data entry. It's a simple yet effective solution to keep your customer data organized across different platforms.
- When this happens...New Contact in Group
Triggers when a contact is added to a group in Mojo (contact sync is not available for contacts within a previous integration).
- automatically do this!Create Person
Creates a new Person.
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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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