DealMachine + Mojo
Update lead status in DealMachine whenever new contacts in group are added in Mojo
Improve your lead management process with this workflow. Whenever a new contact is added to a group in Mojo, it will update the lead status in DealMachine. This ensures your team always has the most accurate information at their fingertips, enhancing efficiency in your sales process. Experience seamless connection between Mojo and DealMachine through this simple, but effective, automation.
Improve your lead management process with this workflow. Whenever a new contact is added to a group in Mojo, it will update the lead status in DealMachine. This ensures your team always has the most accurate information at their fingertips, enhancing efficiency in your sales process. Experience seamless connection between Mojo and DealMachine through this simple, but effective, automation.
- 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!Update Lead Status
Updates the status for a lead.
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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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