Freshsales Classic + Mojo
Create notes in Freshsales Classic for new Mojo contacts
Effortlessly manage your leads by connecting Mojo and Freshsales Classic with this efficient workflow. Every time a new contact is added in Mojo, a note will be attached to the corresponding sales account in Freshsales Classic. This seamless integration ensures you'll always stay on top of your client communications, so you can focus on closing deals and fostering relationships.
Effortlessly manage your leads by connecting Mojo and Freshsales Classic with this efficient workflow. Every time a new contact is added in Mojo, a note will be attached to the corresponding sales account in Freshsales Classic. This seamless integration ensures you'll always stay on top of your client communications, so you can focus on closing deals and fostering relationships.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Add Note to Sales Account
Adds a note to a sales account.
- 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
