Reassign agents in Follow Up Boss for new contacts in Mojo
Effortlessly manage your sales leads with this seamless workflow between Mojo and Follow Up Boss. When a new contact is added in Mojo, the agent will be reassigned in Follow Up Boss, ensuring that your team stays organized and productive. This automation saves time and helps maintain a smooth sales process, allowing you to focus on what truly matters - closing deals and building relationships.
Effortlessly manage your sales leads with this seamless workflow between Mojo and Follow Up Boss. When a new contact is added in Mojo, the agent will be reassigned in Follow Up Boss, ensuring that your team stays organized and productive. This automation saves time and helps maintain a smooth sales process, allowing you to focus on what truly matters - closing deals and building relationships.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Reassign Agent
Assign a different agent to this 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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