Dovetail + Mojo
Update Dovetail notes when contacts are updated in Mojo
Keep your Dovetail notes up to date with this seamless workflow connecting Mojo and Dovetail. Every time a contact is updated in Mojo, a corresponding note will be created in Dovetail, capturing and organizing essential information. Eliminate manual data entry and dedicate more time to nurturing stronger relationships with your contacts.
Keep your Dovetail notes up to date with this seamless workflow connecting Mojo and Dovetail. Every time a contact is updated in Mojo, a corresponding note will be created in Dovetail, capturing and organizing essential information. Eliminate manual data entry and dedicate more time to nurturing stronger relationships with your contacts.
- 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.
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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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