Freshsales Classic + Mojo
Add notes to Freshsales Classic leads for new Mojo activities
Stay organized and ensure timely follow-ups with this workflow that connects Mojo and Freshsales Classic. Whenever there's a new activity in Mojo, the automation will add a note to the corresponding lead in Freshsales Classic. Save time and improve your lead nurturing process by streamlining communication between these apps.
Stay organized and ensure timely follow-ups with this workflow that connects Mojo and Freshsales Classic. Whenever there's a new activity in Mojo, the automation will add a note to the corresponding lead in Freshsales Classic. Save time and improve your lead nurturing process by streamlining communication between these apps.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Note to Lead
Adds a note to a lead.
- 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
