Freshsales Suite + Mojo
Track new Mojo activities by adding notes to Freshsales Suite deals
Stay on top of your sales activities and improve your customer relations with this seamless workflow between Mojo and Freshsales Suite. Whenever there's a new activity in Mojo, this automation will promptly add a note to the corresponding deal in Freshsales Suite, ensuring all vital information is efficiently centralized and easily accessible to your sales team. Enhance collaboration and keep crucial data in one place with this streamlined process.
Stay on top of your sales activities and improve your customer relations with this seamless workflow between Mojo and Freshsales Suite. Whenever there's a new activity in Mojo, this automation will promptly add a note to the corresponding deal in Freshsales Suite, ensuring all vital information is efficiently centralized and easily accessible to your sales team. Enhance collaboration and keep crucial data in one place with this streamlined process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Note to Deal
Adds a note to a 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.
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