Create notes for new Mojo contacts in Freshsales Suite deals
Easily keep track of new contacts in Mojo by adding a note to the corresponding deal in Freshsales Suite. With this workflow, every time you create a new contact in Mojo, a note will be added to the associated deal in Freshsales Suite, ensuring all relevant information is up-to-date. Stay organized and never miss crucial contact details with this efficient automation.
Easily keep track of new contacts in Mojo by adding a note to the corresponding deal in Freshsales Suite. With this workflow, every time you create a new contact in Mojo, a note will be added to the associated deal in Freshsales Suite, ensuring all relevant information is up-to-date. Stay organized and never miss crucial contact details with this efficient automation.
- 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 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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