Follow Up Boss + Mojo
Handle new Mojo activities by creating tasks in Follow Up Boss
Use this workflow to manage your workload efficiently whenever there's new activity in Mojo. It creates a corresponding task in Follow Up Boss, ensuring you never miss a beat. This is perfect for sales teams and project managers looking to streamline their processes and stay on top of every activity within their bandwidth.
Use this workflow to manage your workload efficiently whenever there's new activity in Mojo. It creates a corresponding task in Follow Up Boss, ensuring you never miss a beat. This is perfect for sales teams and project managers looking to streamline their processes and stay on top of every activity within their bandwidth.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Task
Create a task for 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
