Freshsales Classic + Mojo
Add notes to Freshsales Classic leads for new contacts in Mojo
Effortlessly keep track of your new Mojo contacts in Freshsales Classic by adding notes to their leads. With this workflow, whenever you add a new contact in Mojo, a note will be created in Freshsales Classic for the respective lead, ensuring that all relevant information is captured and easily accessible. Save time and streamline your sales process by keeping your team informed about new contacts and important updates.
Effortlessly keep track of your new Mojo contacts in Freshsales Classic by adding notes to their leads. With this workflow, whenever you add a new contact in Mojo, a note will be created in Freshsales Classic for the respective lead, ensuring that all relevant information is captured and easily accessible. Save time and streamline your sales process by keeping your team informed about new contacts and important updates.
- 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 Lead
Adds a note to a lead.
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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.
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