IRIS CRM + Mojo

IRIS CRM + Mojo integrations

Create new IRIS CRM leads from new Mojo activities

Effortlessly connect Mojo and IRIS CRM with this streamlined workflow. Whenever a new activity occurs in the Mojo app, a new lead will be created in your IRIS CRM account. This seamless integration helps manage crucial information between the two platforms, boosting productivity and ensuring you never miss out on potential leads again.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create New LeadCreate a new lead.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Mojo and IRIS CRM

Discover other triggers and actions you can use with Mojo and IRIS CRM

- Group
  Required
- Note
Trigger
Instant
Try It
- Group
  Required
- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
Try It
- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
- Info
- Current Status
  Required
Trigger
Instant
Try It

- Info
- Current Status
  Required
Trigger
Instant
Try It
- Info
- Current Status
  Required
Trigger
Instant
Try It
- Info
- Previous Status
  Required
- New Status
  Required
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
- Previous Type(s)
- New Type(s)
Trigger
Instant
Try It
- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note Tab
  Required
- Sticky or not?
  Required
- Note content
  Required
Action
Write
- Info
- Group
  Required
- Status
  Required
- Assign User(s)
  Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email Field
  Required
- Email template
  Required
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
- Subject
- Description
- Ticket Status
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
- Assign to
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write

- Note
Trigger
Instant
Try It
- Note
Trigger
Instant
Try It
- Notice
- Activity Types
Trigger
Instant
Try It
Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
Try It
- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
Try It
- Info
- Current Status
  Required
Trigger
Instant
Try It
Lead Restored
Triggers when a lead is restored.
Trigger
Instant
Try It
Lead Updated
Triggers when a lead is updated.
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
- File Tab
  Required
- File Label
  Required
- File Name
  Required
- File Source
  Required
Action
Write
- Info
- Assign User(s)
  Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket type
  Required
- Subject
  Required
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign type
  Required
- Assign to
  Required
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone Field
  Required
- SMS template
  Required
Action
Write
- Info
- New Status
  Required
- New Group
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new leads in IRIS CRM for new contacts in Mojo

Related Zap Templates

Create new leads in IRIS CRM for new contacts in Mojo