kvCORE + Mojo
Create kvCORE contacts from new Mojo notes effortlessly
Effortlessly keep your contacts up-to-date with this automation, which instantly creates a new contact in kvCORE when a note is added in Mojo. By streamlining this process, you save time on manual data entry and ensure that all important information is transferred between the two apps seamlessly. Stay organized and improve your CRM management with this efficient workflow.
Effortlessly keep your contacts up-to-date with this automation, which instantly creates a new contact in kvCORE when a note is added in Mojo. By streamlining this process, you save time on manual data entry and ensure that all important information is transferred between the two apps seamlessly. Stay organized and improve your CRM management with this efficient workflow.
- When this happens...New Note
Triggers when a new note is created in Mojo (through the contact screen only).
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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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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