Follow Up Boss + Mojo
Create or update Follow Up Boss contacts from new Mojo activities without triggering action plans
Effortlessly manage your contacts between Mojo and Follow Up Boss with this time-saving workflow. When a new activity occurs within the Mojo app, it will trigger the creation or updating of a contact in Follow Up Boss without activating action plans. This automation ensures your contact information remains up-to-date, allowing you to focus on nurturing leads and building relationships.
Effortlessly manage your contacts between Mojo and Follow Up Boss with this time-saving workflow. When a new activity occurs within the Mojo app, it will trigger the creation or updating of a contact in Follow Up Boss without activating action plans. This automation ensures your contact information remains up-to-date, allowing you to focus on nurturing leads and building relationships.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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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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