Create new HL Pro Tools contacts from new Mojo contacts
Effortlessly manage your contact list with this workflow, which activates each time a new contact is added in Mojo. It then creates a contact in HL Pro Tools, ensuring your databases stay up-to-date and consistent. Simplify your contact management process and focus on building valuable relationships with this time-saving automation.
Effortlessly manage your contact list with this workflow, which activates each time a new contact is added in Mojo. It then creates a contact in HL Pro Tools, ensuring your databases stay up-to-date and consistent. Simplify your contact management process and focus on building valuable relationships with this time-saving 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!Create Contact
Create a New Contact for selected location with given details
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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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