Insightly + Mojo
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.
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.
- 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!Update Record
Updates a Record
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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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