Endorsal + Mojo
Create new Endorsal contacts from new Mojo activities
Effortlessly manage your leads by connecting Mojo and Endorsal with this seamless workflow. Every time there's new activity in Mojo, a new contact will be created in Endorsal, keeping your contact list updated and organized. Get ahead by streamlining your CRM process and focusing on what matters most - providing outstanding service to your customers.
Effortlessly manage your leads by connecting Mojo and Endorsal with this seamless workflow. Every time there's new activity in Mojo, a new contact will be created in Endorsal, keeping your contact list updated and organized. Get ahead by streamlining your CRM process and focusing on what matters most - providing outstanding service to your customers.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create a New Contact
Creates a new contact to send a testimonial request to.
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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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