Microsoft Dynamics 365 CRM + Mojo
Update Microsoft Dynamics 365 CRM leads when new Mojo contacts are added
Effortlessly keep your sales pipeline up to date by connecting Mojo and Microsoft Dynamics 365 CRM. With this workflow, whenever you add a new contact in Mojo, their details will be used to update the lead information in Microsoft Dynamics 365 CRM, ensuring your customer relationship management system stays current and organized. Streamline your operations and make managing leads more efficient with this seamless automation.
Effortlessly keep your sales pipeline up to date by connecting Mojo and Microsoft Dynamics 365 CRM. With this workflow, whenever you add a new contact in Mojo, their details will be used to update the lead information in Microsoft Dynamics 365 CRM, ensuring your customer relationship management system stays current and organized. Streamline your operations and make managing leads more efficient with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created (through the create contact form in Data & Dialer section).
- 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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