Microsoft Dynamics 365 CRM + Mojo
Update Microsoft Dynamics 365 CRM accounts when Mojo contacts are updated
Keep your Microsoft Dynamics 365 CRM accounts updated with the latest contact information from Mojo. This automation is set in motion when a contact is updated in Mojo, ensuring the associated account in Microsoft Dynamics 365 CRM is updated accordingly. Streamline your processes and make sure your CRM reflects the most recent changes in your contacts, maintaining accurate and organized data.
Keep your Microsoft Dynamics 365 CRM accounts updated with the latest contact information from Mojo. This automation is set in motion when a contact is updated in Mojo, ensuring the associated account in Microsoft Dynamics 365 CRM is updated accordingly. Streamline your processes and make sure your CRM reflects the most recent changes in your contacts, maintaining accurate and organized data.
- When this happens...Contact 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.
- automatically do this!Update Account
Updates an account.
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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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