Reassign Follow Up Boss agents for new Mojo activities
Stay on top of your real estate leads by streamlining the agent reassignment process. With this workflow, when a new activity occurs in Mojo, the assigned agent will be updated in Follow Up Boss seamlessly. Enjoy better organization and stay proactive in managing your sales pipeline, while ensuring that your team focuses on the right tasks at the right time.
Stay on top of your real estate leads by streamlining the agent reassignment process. With this workflow, when a new activity occurs in Mojo, the assigned agent will be updated in Follow Up Boss seamlessly. Enjoy better organization and stay proactive in managing your sales pipeline, while ensuring that your team focuses on the right tasks at the right time.
- When this happens...New Activity
Triggers when a new activity is created.
- 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).
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