IXACT Contact CRM + Mojo
Create new contacts in IXACT Contact CRM for every new contact in a Mojo group
Efficiently manage your contacts between Mojo and IXACT Contact CRM with this seamless workflow. When you add a new contact to a group in Mojo, the contact will be automatically created in IXACT Contact CRM, ensuring all your essential details are available across both platforms. This automation helps save time on manual data entry and helps maintain up-to-date contact information in both apps.
Efficiently manage your contacts between Mojo and IXACT Contact CRM with this seamless workflow. When you add a new contact to a group in Mojo, the contact will be automatically created in IXACT Contact CRM, ensuring all your essential details are available across both platforms. This automation helps save time on manual data entry and helps maintain up-to-date contact information in both apps.
- When this happens...New Contact in Group
Triggers when a contact is added to a group in Mojo (contact sync is not available for contacts within a previous integration).
- automatically do this!Create Contact
Creates a new Contact record
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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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