Follow Up Boss + Mojo
Create deals in Follow Up Boss from new activities in Mojo
Efficiently manage your sales pipeline by connecting Mojo with Follow Up Boss through this seamless workflow. Whenever a new activity occurs in Mojo, a deal will be created in Follow Up Boss, ensuring all important information is captured and organized for easy tracking. Streamline your sales process and save time with this automatic pipeline management solution.
Efficiently manage your sales pipeline by connecting Mojo with Follow Up Boss through this seamless workflow. Whenever a new activity occurs in Mojo, a deal will be created in Follow Up Boss, ensuring all important information is captured and organized for easy tracking. Streamline your sales process and save time with this automatic pipeline management solution.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Deal
Creates a deal on a 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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