Microsoft Dynamics 365 CRM + Mojo
Create new Microsoft Dynamics 365 CRM contacts for new Mojo contacts
Effortlessly manage your contacts between Mojo and Microsoft Dynamics 365 CRM with this seamless workflow. Whenever a new contact is added in Mojo, this automation immediately creates a corresponding contact within Microsoft Dynamics 365 CRM. Keep both systems up-to-date and ensure all essential contact information is consistently organized across platforms.
Effortlessly manage your contacts between Mojo and Microsoft Dynamics 365 CRM with this seamless workflow. Whenever a new contact is added in Mojo, this automation immediately creates a corresponding contact within Microsoft Dynamics 365 CRM. Keep both systems up-to-date and ensure all essential contact information is consistently organized across platforms.
- 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 Contact
Creates a new 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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