IRIS CRM + Mojo
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.
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 Activity
Triggers when a new activity is created.
- automatically do this!Create New Lead
Create a new lead.
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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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