Update Freshsales Classic accounts when Mojo contacts are updated
Keep your sales process up-to-date with this automation workflow that connects Mojo and Freshsales Classic. Whenever a contact is updated in Mojo, their corresponding account information will be updated in Freshsales Classic, ensuring that your customer data remains consistent and accurate. Stay organized and improve efficiency by letting this seamless integration handle your contact updates.
Keep your sales process up-to-date with this automation workflow that connects Mojo and Freshsales Classic. Whenever a contact is updated in Mojo, their corresponding account information will be updated in Freshsales Classic, ensuring that your customer data remains consistent and accurate. Stay organized and improve efficiency by letting this seamless integration handle your contact updates.
- 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!Update Account
Updates an existing account.
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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