essensys Operate + Mojo
Create new essensys Operate accounts for fresh Mojo contacts effortlessly
Effortlessly manage your contacts and accounts in one seamless workflow when you integrate Mojo and essensys Operate apps. With this automation, whenever a new contact is added in Mojo, an account will be instantly created in essensys Operate, streamlining your process and saving valuable time. Focus on nurturing relationships and expanding your network without worrying about the manual work of transferring contact information.
Effortlessly manage your contacts and accounts in one seamless workflow when you integrate Mojo and essensys Operate apps. With this automation, whenever a new contact is added in Mojo, an account will be instantly created in essensys Operate, streamlining your process and saving valuable time. Focus on nurturing relationships and expanding your network without worrying about the manual work of transferring contact information.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Account
Creates a new account.
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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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