Create new contacts or leads in Keller Williams Command when send buttons are clicked in Mojo
Boost your efficiency with this streamlined process. When you click the send button in Mojo, it initiates a workflow that creates a new contact or lead in Keller Williams Command. This saves you the hassle of manual data entry, keeping your contact list in Keller Williams Command updated and organized. An ideal solution for real estate professionals looking to optimize their client management process.
Boost your efficiency with this streamlined process. When you click the send button in Mojo, it initiates a workflow that creates a new contact or lead in Keller Williams Command. This saves you the hassle of manual data entry, keeping your contact list in Keller Williams Command updated and organized. An ideal solution for real estate professionals looking to optimize their client management process.
- When this happens...Send 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.
- automatically do this!Create Contact or Lead
Creates a new contact.
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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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