Mojo + Nutshell
Update Nutshell leads when new Mojo contacts are added
Effortlessly keep your Mojo and Nutshell contacts up-to-date with this seamless workflow. When a new contact is added in Mojo, their information will be used to update the corresponding lead in Nutshell, ensuring your sales team always has the latest information at their fingertips. This automation streamlines contact management and helps maintain accurate lead data across both platforms.
Effortlessly keep your Mojo and Nutshell contacts up-to-date with this seamless workflow. When a new contact is added in Mojo, their information will be used to update the corresponding lead in Nutshell, ensuring your sales team always has the latest information at their fingertips. This automation streamlines contact management and helps maintain accurate lead data across both platforms.
- 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 an existing 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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