Create deals in Moskit for new Mojo contacts
Effortlessly manage your sales pipeline by connecting Mojo and Moskit. With this workflow, whenever you add a new contact in Mojo, a deal will be created in Moskit, helping you efficiently track and nurture leads. Boost your sales productivity and streamline your processes using this seamless automation.
Effortlessly manage your sales pipeline by connecting Mojo and Moskit. With this workflow, whenever you add a new contact in Mojo, a deal will be created in Moskit, helping you efficiently track and nurture leads. Boost your sales productivity and streamline your processes using 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!Create Deal
Create a new Deal.
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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).
Try It
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