eWay-CRM + Mojo
Create deals in eWay-CRM for new contacts in Mojo
Effortlessly keep your contacts and deals up to date with this workflow between Mojo and eWay-CRM. Whenever a new contact is added in Mojo, a corresponding deal will be created in eWay-CRM, ensuring your sales pipeline stays organized. Save time and streamline your sales process with this seamless automation.
Effortlessly keep your contacts and deals up to date with this workflow between Mojo and eWay-CRM. Whenever a new contact is added in Mojo, a corresponding deal will be created in eWay-CRM, ensuring your sales pipeline stays organized. Save time and streamline your sales process with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Save a Deal
Creates a new deal or edits an existing one.
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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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