Insightly + Mojo
Insightly + Mojo
Insightly + Mojo integrations
Update Insightly records with new Mojo activities
Keep your Insightly records up-to-date with new Mojo activities by implementing this seamless workflow. Whenever there's a new activity in the Mojo app, this automation will ensure that the corresponding record in Insightly is updated accordingly. Stay organized and maintain accurate data across both platforms with this efficient, time-saving solution.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Update RecordUpdates a Record
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More things you can do with Mojo and Insightly
Discover other triggers and actions you can use with Mojo and Insightly
- GroupRequired
- Note
Try ItTriggerInstant- GroupRequired
- Note
Try ItTriggerInstant- New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Try ItTriggerInstant
- Notice
- Activity Types
Try ItTriggerInstant- Note Updated
Triggers when a note is updated in Mojo.
Try ItTriggerInstant
About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
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About Mojo
Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.
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