Insightly + Mojo
Insightly + Mojo
Insightly + Mojo integrations
Update Insightly records for new Mojo contacts
Keep your customer information up-to-date by connecting Mojo and Insightly with this seamless workflow. Whenever a new contact is added in Mojo, their details will be used to update a record in Insightly, ensuring your CRM stays accurate and current without any manual effort. Save time and maintain an organized database with this efficient automation.
- When this happens...New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
- 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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