LassoCRM + Mojo
Add new Mojo contacts to LassoCRM as registrants automatically
Effortlessly streamline your sales process by connecting Mojo and LassoCRM with this seamless workflow. When a new contact is added in Mojo, it will trigger the creation of a registrant in LassoCRM, ensuring that your client list is always up-to-date and your CRM has the most recent information. Save time and stay organized with this powerful automation.
Effortlessly streamline your sales process by connecting Mojo and LassoCRM with this seamless workflow. When a new contact is added in Mojo, it will trigger the creation of a registrant in LassoCRM, ensuring that your client list is always up-to-date and your CRM has the most recent information. Save time and stay organized with this powerful automation.
- 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 Registrant
Creates a new Registrant on a project.
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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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