Create partial orders in KonnektiveCRM for new Mojo activities
Effortlessly manage your sales process with this convenient workflow. Whenever a new activity occurs in the Mojo app, this automation will create a partial order in KonnektiveCRM for you. Stay organized and save time by letting this integration handle the tedious task of transferring information between your Mojo and KonnektiveCRM accounts.
Effortlessly manage your sales process with this convenient workflow. Whenever a new activity occurs in the Mojo app, this automation will create a partial order in KonnektiveCRM for you. Stay organized and save time by letting this integration handle the tedious task of transferring information between your Mojo and KonnektiveCRM accounts.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Partial Order
Creates New Leads.
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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