IXACT Contact CRM + Mojo
Create new leads in IXACT Contact CRM from new Mojo activities
Effortlessly manage your leads by connecting Mojo and IXACT Contact CRM with this workflow. Whenever there's a new activity in the Mojo app, a lead will be created in the IXACT Contact CRM app, ensuring you stay organized and up-to-date with your contacts. Save time and streamline your lead management process with this seamless integration.
Effortlessly manage your leads by connecting Mojo and IXACT Contact CRM with this workflow. Whenever there's a new activity in the Mojo app, a lead will be created in the IXACT Contact CRM app, ensuring you stay organized and up-to-date with your contacts. Save time and streamline your lead management process with this seamless integration.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create 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.
Try It
