Update DealMachine notes when Mojo notes are modified
Keep your Mojo and DealMachine notes in sync with this seamless workflow. Whenever you update a note in Mojo, this integration will create a corresponding note for the associated lead in DealMachine. Stay organized and never miss an update again, as your real estate lead information flows effortlessly between platforms.
Keep your Mojo and DealMachine notes in sync with this seamless workflow. Whenever you update a note in Mojo, this integration will create a corresponding note for the associated lead in DealMachine. Stay organized and never miss an update again, as your real estate lead information flows effortlessly between platforms.
- When this happens...Note Updated
Triggers when a note is updated in Mojo.
- automatically do this!Create Note for Lead
Creates a note for a lead.
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GroupRequired
Note
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