Follow Up Boss + Mojo
Create tasks in Follow Up Boss for new Mojo contacts
Efficiently manage your new Mojo contacts by creating tasks in Follow Up Boss. With this workflow, every time a new contact is added to Mojo, a task will be created in Follow Up Boss, ensuring you stay organized and proactive in managing your relationships. Say goodbye to manual data entry and streamline your workflow with this seamless and time-saving automation.
Efficiently manage your new Mojo contacts by creating tasks in Follow Up Boss. With this workflow, every time a new contact is added to Mojo, a task will be created in Follow Up Boss, ensuring you stay organized and proactive in managing your relationships. Say goodbye to manual data entry and streamline your workflow with this seamless and time-saving 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!Create Task
Create a task for a contact.
- Free forever for core features
- 14 day trial for premium features & apps
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).
Try It
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.
Try It
