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Insightly + Mojo

Insightly + Mojo

Insightly + Mojo integrations

Update Insightly records when contacts are updated in Mojo

Easily keep your contact information up-to-date between Mojo and Insightly with this convenient workflow. Whenever a contact is updated in Mojo, their corresponding record will be updated in Insightly, ensuring consistency across both platforms. Save time and reduce manual data entry by letting this efficient solution handle the process for you.

  1. When this happens...
    Contact Updated
    Contact Updated
    Contact UpdatedTriggers 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.
  2. automatically do this!
    Update Record
    Update Record
    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

    • Group
      Required
    • Note
    Trigger
    Instant
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    • Group
      Required
    • Note
    Trigger
    Instant
    Try It
    • Note
    Trigger
    Instant
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  • Mojo triggers, actions, and search
    New Note

    Triggers when a new note is created in Mojo (through the contact screen only).

    Trigger
    Instant
    Try It
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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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