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.
- When this happens...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.
- 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
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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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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