Follow Up Boss + Mojo
"track new activities in Mojo by adding tags to contacts in Follow Up Boss"
Keep your client interaction organized and efficient with this workflow. Once new activity happens in the Mojo app, tags will be effortlessly added to a contact in the Follow Up Boss app. This process provides a seamless solution to manage your contacts systematically without manual intervention, ensuring you can focus on more meaningful customer connections.
Keep your client interaction organized and efficient with this workflow. Once new activity happens in the Mojo app, tags will be effortlessly added to a contact in the Follow Up Boss app. This process provides a seamless solution to manage your contacts systematically without manual intervention, ensuring you can focus on more meaningful customer connections.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Tags to a Contact
Adds tags to a 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
