Update Follow Up Boss contacts when buttons are clicked in Mojo
Streamline your contact management process with this handy workflow. When you click the send button in the Mojo app, it will either create a new contact or update an existing one in the Follow Up Boss app without triggering any action plans. Enjoy a smoother, more efficient communication experience, saving you time and increasing productivity.
Streamline your contact management process with this handy workflow. When you click the send button in the Mojo app, it will either create a new contact or update an existing one in the Follow Up Boss app without triggering any action plans. Enjoy a smoother, more efficient communication experience, saving you time and increasing productivity.
- When this happens...Send 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.
- 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.
Try It