Elevated CRM + Mojo integrations
Update Elevated CRM contacts by phone when Mojo contacts are modified
Keep your Mojo and Elevated CRM contacts up-to-date effortlessly with this workflow. Whenever you update a contact in Mojo, this automation will help you create or update the contact by phone information in Elevated CRM. Maintain accurate records across both platforms, saving time and ensuring seamless communication.
- When this happens...Contact UpdatedTriggers 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!Create or Update Contact by PhoneCreate Or Update A Contact By Phone. When updating, if we find several contacts, we will only update the most recently created contact.
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More things you can do with Mojo and Elevated CRM
Discover other triggers and actions you can use with Mojo and Elevated CRM
- GroupRequired
- Note
Try ItTriggerInstant- GroupRequired
- Note
Try ItTriggerInstant- New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try ItTriggerInstant
- Notice
- Activity Types
Try ItTriggerInstant- Note Updated
Triggers when a note is updated in Mojo.
Try ItTriggerInstant
Related categories
Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.
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