Create Freshsales Classic deals from new Mojo activities
Effortlessly manage your sales process by connecting Mojo and Freshsales Classic in this seamless workflow. When a new activity occurs in the Mojo app, a deal will be created in Freshsales Classic, keeping your sales pipeline up-to-date and organized. Stay focused on your objectives with this time-saving automation.
Effortlessly manage your sales process by connecting Mojo and Freshsales Classic in this seamless workflow. When a new activity occurs in the Mojo app, a deal will be created in Freshsales Classic, keeping your sales pipeline up-to-date and organized. Stay focused on your objectives with this time-saving automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Deal
Creates a new deal.
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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).
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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