Update Kustomer customers with new Mojo activities
Effortlessly keep your customer data up to date with this seamless workflow between Mojo and Kustomer. When new activity occurs in the Mojo app, this automation will swiftly update the corresponding customer information in the Kustomer app, ensuring accurate and consistent data across both platforms. Save time and improve efficiency by eliminating manual data entry while maintaining accurate customer records.
Effortlessly keep your customer data up to date with this seamless workflow between Mojo and Kustomer. When new activity occurs in the Mojo app, this automation will swiftly update the corresponding customer information in the Kustomer app, ensuring accurate and consistent data across both platforms. Save time and improve efficiency by eliminating manual data entry while maintaining accurate customer records.
- When this happens...New Activity
Triggers when a new activity is created.
- 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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