Create notes in Keap for new Mojo contacts
Effortlessly maintain and organize your contacts with this efficient workflow between Mojo and Keap. Whenever a new contact is added in Mojo, a corresponding note will be created in Keap, ensuring all your contact information is consistently updated and easily accessible in one place. This way, you can save time and focus on building stronger relationships with your clients.
Effortlessly maintain and organize your contacts with this efficient workflow between Mojo and Keap. Whenever a new contact is added in Mojo, a corresponding note will be created in Keap, ensuring all your contact information is consistently updated and easily accessible in one place. This way, you can save time and focus on building stronger relationships with your clients.
- 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 Note
Creates a new note on a 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.
Try It