LionDesk + Mojo
Create new LionDesk contacts for each new Mojo contact in a group
Effortlessly manage your contacts between Mojo and LionDesk with this seamless workflow. When a new contact is added to a group in Mojo, it instantly creates a corresponding contact in LionDesk, ensuring your database stays up-to-date and organized. Say goodbye to manual data entry and boost your productivity with this efficient automation.
Effortlessly manage your contacts between Mojo and LionDesk with this seamless workflow. When a new contact is added to a group in Mojo, it instantly creates a corresponding contact in LionDesk, ensuring your database stays up-to-date and organized. Say goodbye to manual data entry and boost your productivity with this efficient automation.
- When this happens...New Contact in Group
Triggers when a contact is added to a group in Mojo (contact sync is not available for contacts within a previous integration).
- automatically do this!Create Contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
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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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