Kiflo PRM + Mojo

Kiflo PRM + Mojo integrations

Add new Mojo contacts to Kiflo PRM as partners in existing deals

Effortlessly manage your sales pipeline by connecting Mojo and Kiflo PRM. With this automation, every time a new contact is added to Mojo, they will also be added as a partner to an existing deal in Kiflo PRM. This streamlines your partner relationship management process, saving time and ensuring consistent communication across both platforms.

When this happens...
New ContactTriggers when a new contact is created (through the create contact form in Data & Dialer section).
TriggerInstant
automatically do this!
Add Partner to Existing DealAdds a partner with his role on an existing deal.
ActionWrite

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More things you can do with Mojo and Kiflo PRM

Discover other triggers and actions you can use with Mojo and Kiflo PRM

- Group
  Required
- Note
Trigger
Instant
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- Group
  Required
- Note
Trigger
Instant
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- Note
Trigger
Instant
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New Note
Triggers when a new note is created in Mojo (through the contact screen only).
Trigger
Instant
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- List
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write

- Title
  Required
- Type
  Required
- Start Date
  Required
- End Date
Action
Write
Business Plan Objective Updated
Triggers when a business plan objective's current value is updated.
Trigger
Instant
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Contact Updated
Triggers when a property on an existing contact is updated.
Trigger
Instant
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Customer Updated
Triggers when a new customer is updated.
Trigger
Instant
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Deal Added
Triggers when a new deal is added.
Trigger
Instant
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Deal Stage Changed
Triggers when a deal moves to a new stage.
Trigger
Instant
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Deal Updated
Triggers when a property on an existing deal is updated.
Trigger
Instant
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Lead Added
Triggers when a new lead is added.
Trigger
Instant
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Lead Refused
Triggers when a new lead is refused.
Trigger
Instant
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Partner Application Accepted
Triggers when a partner application is accepted.
Trigger
Instant
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Partner Application Rejected
Triggers when a partner application is rejected.
Trigger
Instant
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Partner Note Added
Triggers when a new note is added on a partner.
Trigger
Instant
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Partner Prospection Stage Updated
Triggers when the prospection stage of a partner is updated.
Trigger
Instant
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Payout Created
Triggers when a new payout is created.
Trigger
Instant
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Partner Added to Program Level
Triggers when a partner as added to a new program level.
Trigger
Instant
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Team Member Added
Triggers when a new team member is added to an existing partner.
Trigger
Instant
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Transaction Updated
Triggers when a new transaction is updated.
Trigger
Instant
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- Lead
- Deal
- Name
  Required
- Source Name
  Required
- Source URL
Action
Write
- ID
  Required
Action
Write
- ID
  Required
- Partner
- Status
- Source
Action
Write
- Deal ID
  Required
- Partner ID
  Required
- Role
- Source
- Use default rewards
Action
Write
- Stage
- Close date
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
Action
Write
- ID
  Required
- Stage
- Close Date
- Currency
- Additional properties (Obsolete - Do not use)
Action
Write
- Lead
  Required
Action
Write
- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
Action
Write
- ID
  Required
- Partner
- Currency
- Note
- Additional properties (Obsolete - Do not use)
Action
Write
- Partner Application
  Required
- Has access to Kiflo?
Action
Write
- Certification
  Required
- Partner Team Member
  Required
- Status
  Required
Action
Write
- Partner name
  Required
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
Action
Write
- ID
  Required
- Partner name
- Status
- Prospection stage
- Onboarding stage
- Partner program
- Currency
- Group
- Payout provider
- Language
Action
Write
- Partner
- Currency
- Reward Type
- Reward Status
- Threshold
- From
- To
Action
Write
- ID
  Required
Action
Write
- Partner
- Amount
  Required
- Currency
  Required
- Reward type
  Required
- Comment
  Required
Action
Write
- Name
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Email
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Field to Search By
  Required
Action
Search or write
- Field to Search By
  Required
- Stage
- Close date
- Currency
- Create a new contact?
- Additional properties (Obsolete - Do not use)
Action
Search or write
- Field to Search By
  Required
- Partner name
  Required
- Status
- Partner program
- Onboarding stage
- Group
- Partner type
- Payout provider
- Language
Action
Search or write

- Note
Trigger
Instant
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- Note
Trigger
Instant
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- Notice
- Activity Types
Trigger
Instant
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Note Updated
Triggers when a note is updated in Mojo.
Trigger
Instant
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- Groups
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
- Contact ID
  Required
- Full Name
  Required
- Address
- City
- State
- ZIP Code
- Phones
- Emails
- Notes
Action
Write
Contact Added
Triggers when a new contact is added.
Trigger
Instant
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Customer Added
Triggers when a new customer is added.
Trigger
Instant
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Deal Accepted
Triggers when a new deal is accepted.
Trigger
Instant
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Deal Note Added
Triggers when a new note is added on a deal.
Trigger
Instant
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Deal Refused
Triggers when a new deal is refused.
Trigger
Instant
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Lead Accepted
Triggers when a new lead is accepted.
Trigger
Instant
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Lead Note Added
Triggers when a new note is added on a lead.
Trigger
Instant
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Lead Updated
Triggers when a new lead is updated.
Trigger
Instant
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Partner Application Added
Triggers when a new partner application is added.
Trigger
Instant
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Partner Added
Triggers when a new partner is added.
Trigger
Instant
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Partner Onboarding Stage Updated
Triggers when a partner moves to a new onboarding stage.
Trigger
Instant
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Partner Updated
Triggers when a new partner is updated.
Trigger
Instant
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Payout Status Changed
Triggers when a payout status has changed.
Trigger
Instant
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Reward Created
Triggers when a new reward is created.
Trigger
Instant
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Transaction Added
Triggers when a new transaction is added.
Trigger
Instant
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- Source Type
  Required
- Attach to
  Required
Action
Write
Create Contact
Creates a new contact.
Action
Write
- Source partner
- Status
- Source
Action
Write
- Deal
  Required
- Note
- Is note visible to partner?
Action
Write
- Deal
  Required
- Customer
  Required
Action
Write
- Deal
  Required
- Note
  Required
- Is note visible to partner?
Action
Write
- Lead
  Required
- Note
- Is note visible to partner?
Action
Write
- Lead
  Required
Action
Write
- Lead
  Required
- Note
  Required
- Is note visible to partner?
Action
Write
- Create note on
  Required
- Content
  Required
Action
Write
- Partner Application
  Required
Action
Write
- Partner Team Member
  Required
- Email Template
  Required
Action
Write
- Partner ID
  Required
- Onboarding Pipeline ID
  Required
- Onboarding Stage ID
Action
Write
- Payout
  Required
Action
Write
- Payout
  Required
Action
Write
- Payout
  Required
- Partner should validate rewards
- Partner should attach an invoice
Action
Write
- Currency
  Required
- Partner
- Customer
- Deal
Action
Write
- Field to Search By
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Field to Search By
  Required
- Source partner
- Status
- Source
Action
Search or write
- Field to Search By
  Required
- Assigned partner
- Assigned contact
- Is the partner the source?
- Currency
- Tracking code
- Status
- Note
- Additional properties (Obsolete - Do not use)
Action
Search or write
- Field to Search By
  Required
- Currency
  Required
- Partner
- Customer
- Deal
Action
Search or write

About Kiflo PRM

Kiflo PRM helps companies manage their partner relationships & accelerate revenue through indirect sales channels

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

About Mojo

Mojo is a Real Estate prospecting solution which includes an easy to use CRM, Power Dialer and Real Estate lead service.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Create new Kiflo PRM partners from new Mojo contacts effortlessly