Update Kustomer customers whenever new Mojo contacts are added
Effortlessly keep your customer information up-to-date with this seamless workflow between Mojo and Kustomer. When a new contact is added in Mojo, their details will be used to update the corresponding customer profile in Kustomer. No more manual data entry or out-of-date information – this automation ensures your customer records are always current and accurate.
Effortlessly keep your customer information up-to-date with this seamless workflow between Mojo and Kustomer. When a new contact is added in Mojo, their details will be used to update the corresponding customer profile in Kustomer. No more manual data entry or out-of-date information – this automation ensures your customer records are always current and accurate.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Update Customer
Update an existing customer in Kustomer
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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.
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