LionDesk + Mojo
Add tags to LionDesk contacts for new Mojo activities
Streamline your client activities management with this efficient workflow. When a new activity occurs in the Mojo app, it will instantly add tags to the corresponding contact in LionDesk. This process saves you time by eliminating manual data entry and helps you focus on accomplishing your business goals.
Streamline your client activities management with this efficient workflow. When a new activity occurs in the Mojo app, it will instantly add tags to the corresponding contact in LionDesk. This process saves you time by eliminating manual data entry and helps you focus on accomplishing your business goals.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add Tags
Assign tags to a 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).
Try It
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.
Try It
