IRIS CRM + Mojo
Create new leads in IRIS CRM for new contacts in Mojo
Effortlessly manage your sales leads by connecting Mojo and IRIS CRM. With this workflow, when you add a new contact in the Mojo app, it will create a new lead in the IRIS CRM app, ensuring your customer information is always up-to-date and easily accessible for your team. Save time and streamline your sales process with this seamless integration.
Effortlessly manage your sales leads by connecting Mojo and IRIS CRM. With this workflow, when you add a new contact in the Mojo app, it will create a new lead in the IRIS CRM app, ensuring your customer information is always up-to-date and easily accessible for your team. Save time and streamline your sales process with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- 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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