eForma + Mojo

eForma + Mojo integrations

Create eForma leads from new Mojo contacts

Effortlessly manage your contacts and leads with this seamless workflow between Mojo and eForma. When a new contact is added in Mojo, a lead will be instantly created in eForma, saving you time and ensuring no potential clients slip through the cracks. Simplify your sales process with this automated connection that delivers efficient organization and improved lead tracking.

When this happens...
New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Create LeadCreates a new Lead
ActionWrite

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More things you can do with Mojo and eForma

Discover other triggers and actions you can use with Mojo and eForma

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Phone Number
  Required
- Date of Birth
- Country
- Source
  Required
- Address
- City
- Zipcode
- Staff
Action
Write

About eForma

Global E-learning solution covering the course of learners from commercial management to the training itself thanks to off-the-shelf content.

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CRM (Customer Relationship Management)

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About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.