MarketSharp + Mojo
Create MarketSharp leads from new Mojo activities
Effortlessly keep your sales team informed with this Mojo to MarketSharp workflow. Whenever there's a new activity in the Mojo app, it will create and submit a lead in the MarketSharp app, ensuring a seamless transfer of information. Save time and improve efficiency by allowing this automation to bridge the gap between your apps, making lead management smoother than ever.
Effortlessly keep your sales team informed with this Mojo to MarketSharp workflow. Whenever there's a new activity in the Mojo app, it will create and submit a lead in the MarketSharp app, ensuring a seamless transfer of information. Save time and improve efficiency by allowing this automation to bridge the gap between your apps, making lead management smoother than ever.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Submit Lead
Submits a new Lead to your MarketSharp system. If the Lead already exists, then a new Inquiry is appended to the 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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