LeadConnector + Mojo
Create new LeadConnector opportunities whenever new Mojo contacts are added
Keep your sales pipeline updated and vibrant with this smart workflow. When a new contact is added in Mojo, it will create or update an opportunity in LeadConnector instantly. This seamless process ensures you never miss out on any potential leads and can focus more on closing deals rather than managing data.
Keep your sales pipeline updated and vibrant with this smart workflow. When a new contact is added in Mojo, it will create or update an opportunity in LeadConnector instantly. This seamless process ensures you never miss out on any potential leads and can focus more on closing deals rather than managing data.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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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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