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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead (For Your Account)" from Mobilo Card.

Add your action

An action happens after the trigger—such as "Add Customer" in DeltaNet CRM.

You’re connected!

Zapier seamlessly connects Mobilo Card and DeltaNet CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Trigger
Polling
Try It
New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Trigger
Polling
Try It
- Processed/Unprocessed request
- Request Type
- Request Source
- Customer Groups
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Trigger
Polling
Try It
- customer_email
  Required
- Note
  Required
- Date
Action
Write
- Customer email
  Required
- Start Date
  Required
- Repeat
  Required
- End Date
- Action
  Required
- Note
Action
Write

- Start date
  Required
- End date
  Required
- Event Title
  Required
- Event Info
Action
Write
- Customer Email
  Required
- Group Id
  Required
Action
Write

- Customer email
  Required
- Blog Id
  Required
Action
Write

New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Trigger
Polling
Try It
- Processed/Unprocessed Lead
- Request Type
- Request Source
- Customer Group
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- email
  Required
- Cell Phone
- Daytime phone
- Evening Phone
- Note
Action
Write
- customer_email
  Required
- Blog Id
  Required
Action
Write
- Email
  Required
- Group ID
  Required
Action
Write
- Event Id
  Required
Action
Write
- Customer Email
  Required
- First Name
- Last Name
- Phone
- Assign to Agent
- Request Source
- Broadcast Lead
- Comments
- MLSID
- Property Address
- City
- State
- Zip code
- Services of Interest
Action
Write
- Customer email
  Required
- Property Address
  Required
- City
  Required
- State
  Required
- Zip code
  Required
- Showing Date And Time
  Required
- Showing Note
Action
Write

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Mobilo Card and DeltaNet CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Mobilo Card to DeltaNet CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Mobilo Card

The Smart Business Card. Share your contact details with a tap and turn your meetings into leads. The only digital business card with data analytics and link tracking.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About DeltaNet CRM

DeltaNET CRM App is CRM and leads management tool for real estate agents.

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