MOCO + Mojo
Create companies in MOCO for new Mojo activities
Streamline your sales process by connecting Mojo and MOCO with this efficient workflow. Whenever a new activity occurs in the Mojo app, a corresponding company will be created in the MOCO app. This automation saves time and ensures accurate data transfer, allowing you to focus on growing your business and closing deals.
Streamline your sales process by connecting Mojo and MOCO with this efficient workflow. Whenever a new activity occurs in the Mojo app, a corresponding company will be created in the MOCO app. This automation saves time and ensures accurate data transfer, allowing you to focus on growing your business and closing deals.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Company
Creates a new company (customer only).
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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.
Try It
