Freshsales Suite + Mojo
Create Freshsales Suite accounts for new Mojo contacts
Effortlessly manage your customer database by connecting Mojo and Freshsales Suite with this automation workflow. When a new contact is added in Mojo, an account is instantly created in Freshsales Suite, ensuring all your customer information is in sync and up-to-date. Save time and always have the latest details for your clients at your fingertips with this seamless integration.
Effortlessly manage your customer database by connecting Mojo and Freshsales Suite with this automation workflow. When a new contact is added in Mojo, an account is instantly created in Freshsales Suite, ensuring all your customer information is in sync and up-to-date. Save time and always have the latest details for your clients at your fingertips with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Create Account
Creates a new 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.
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