FreeAgent + Mojo
Create new FreeAgent contacts from Mojo activities
Effortlessly keep your contacts up to date with this streamlined workflow. When a new activity occurs in Mojo, it will create a new contact in FreeAgent, ensuring your contact list remains current and organized. Save time and maintain accurate records by letting this automation handle the process for you.
Effortlessly keep your contacts up to date with this streamlined workflow. When a new activity occurs in Mojo, it will create a new contact in FreeAgent, ensuring your contact list remains current and organized. Save time and maintain accurate records by letting this automation handle the process for you.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Triggers when you add a new 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
