Follow Up Boss + Mojo
Apply action plans to contacts in Follow Up Boss when new activities occur in Mojo
Easily manage your real estate contacts with this automation connecting Mojo and Follow Up Boss. When new activity occurs in Mojo, an action plan is applied to a contact in Follow Up Boss, ensuring your leads stay connected and your follow-up process remains organized. This streamlined workflow saves time and boosts productivity, allowing you to focus on what matters most in your real estate business.
Easily manage your real estate contacts with this automation connecting Mojo and Follow Up Boss. When new activity occurs in Mojo, an action plan is applied to a contact in Follow Up Boss, ensuring your leads stay connected and your follow-up process remains organized. This streamlined workflow saves time and boosts productivity, allowing you to focus on what matters most in your real estate business.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
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GroupRequired
Note
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
