Microsoft Dynamics 365 CRM + Mojo
Update Microsoft Dynamics 365 CRM leads from new Mojo activities
Enhance your lead management process by instantly updating Microsoft Dynamics 365 CRM when new activities occur in Mojo. With this workflow, each time a new activity is added in Mojo, the corresponding lead in Microsoft Dynamics 365 CRM will be updated, ensuring accurate and up-to-date information. Streamline your sales process and save time on manual data entry, allowing your team to focus on building relationships and closing deals.
Enhance your lead management process by instantly updating Microsoft Dynamics 365 CRM when new activities occur in Mojo. With this workflow, each time a new activity is added in Mojo, the corresponding lead in Microsoft Dynamics 365 CRM will be updated, ensuring accurate and up-to-date information. Streamline your sales process and save time on manual data entry, allowing your team to focus on building relationships and closing deals.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Update Lead
Updates a lead.
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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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