GatherUp + Mojo
Add new Mojo contacts and create GatherUp customers simultaneously
Effortlessly streamline your customer management process with this Mojo to GatherUp workflow. When you add a new contact in Mojo, this automation will create a customer in GatherUp instantly. Save time and ensure efficient and accurate data transfer between the two apps, allowing you to focus on building strong relationships with your customers.
Effortlessly streamline your customer management process with this Mojo to GatherUp workflow. When you add a new contact in Mojo, this automation will create a customer in GatherUp instantly. Save time and ensure efficient and accurate data transfer between the two apps, allowing you to focus on building strong relationships with your customers.
- 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 Customer
Creates a new customer in GatherUp and optionally sends a feedback request.
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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).
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
