Customer Fields + Mojo
Update Customer Fields as contacts are updated in Mojo
Keep your customer data up-to-date with this workflow. Whenever a contact is updated in the Mojo app, the corresponding customer information will be automatically updated in the Customer Fields app. This seamless automation helps you maintain accurate records and ensures your customer data remains consistent across both platforms.
Keep your customer data up-to-date with this workflow. Whenever a contact is updated in the Mojo app, the corresponding customer information will be automatically updated in the Customer Fields app. This seamless automation helps you maintain accurate records and ensures your customer data remains consistent across both platforms.
- 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 Customer
Update a customer by 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).
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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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