Freshsales Classic + Mojo
Create Freshsales Classic deals when Mojo contacts are updated
Effortlessly manage your sales process whenever a contact is updated in Mojo by setting up this automation. With this workflow, every time a contact is updated in Mojo, a deal will be created in Freshsales Classic, ensuring you stay on top of your prospects and leads. Strengthen your sales strategy and keep your pipeline organized with this easy-to-implement solution.
Effortlessly manage your sales process whenever a contact is updated in Mojo by setting up this automation. With this workflow, every time a contact is updated in Mojo, a deal will be created in Freshsales Classic, ensuring you stay on top of your prospects and leads. Strengthen your sales strategy and keep your pipeline organized with this easy-to-implement solution.
- When this happens...Contact 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.
- automatically do this!Create Deal
Creates a new deal.
- Free forever for core features
- 14 day trial for premium features & apps
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
