Help Scout + Mojo
Update Help Scout notes automatically when contacts change in Mojo
Keep your Help Scout notes updated with this seamless workflow between Mojo and Help Scout. Whenever a contact is updated in Mojo, this automation will add a note in Help Scout, ensuring all relevant information is easily accessible. Stay organized and up-to-date with this efficient connection between your CRM and customer support platforms.
Keep your Help Scout notes updated with this seamless workflow between Mojo and Help Scout. Whenever a contact is updated in Mojo, this automation will add a note in Help Scout, ensuring all relevant information is easily accessible. Stay organized and up-to-date with this efficient connection between your CRM and customer support platforms.
- When this happens...Contact 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.
- automatically do this!Add Note
Adds a note to existing conversation.
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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.
Try It
