essensys Operate + Mojo
Create new essensys Operate contacts from new Mojo activities
Effortlessly keep your business contacts updated with this seamless workflow between Mojo and essensys Operate. When a new activity occurs in Mojo, a contact will be created in essensys Operate, allowing you to maintain accurate and organized contact information. Stay on top of your professional connections and streamline your contact management process with this practical automation.
Effortlessly keep your business contacts updated with this seamless workflow between Mojo and essensys Operate. When a new activity occurs in Mojo, a contact will be created in essensys Operate, allowing you to maintain accurate and organized contact information. Stay on top of your professional connections and streamline your contact management process with this practical automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new contact.
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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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