KonnektiveCRM + Mojo
Create partial orders in KonnektiveCRM for new contacts in Mojo
Effortlessly manage your sales leads with this seamless workflow between Mojo and KonnektiveCRM. When a new contact is added in Mojo, a partial order will be created in KonnektiveCRM, keeping your customer database up-to-date without any manual input. Streamline your sales process and focus on what matters most – building valuable relationships with your clients.
Effortlessly manage your sales leads with this seamless workflow between Mojo and KonnektiveCRM. When a new contact is added in Mojo, a partial order will be created in KonnektiveCRM, keeping your customer database up-to-date without any manual input. Streamline your sales process and focus on what matters most – building valuable 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 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
