Mojo + Nutshell
Update Nutshell persons each time a contact is updated in Mojo
Keep your customer interactions seamless and updated with this workflow. As modifications are made to your contacts in Mojo, this process triggers equivalent updates within Nutshell, enabling you to manage your client data efficiently across the two platforms. This automation not only saves you from redundant data entry tasks, but also augments your contact management strategies.
Keep your customer interactions seamless and updated with this workflow. As modifications are made to your contacts in Mojo, this process triggers equivalent updates within Nutshell, enabling you to manage your client data efficiently across the two platforms. This automation not only saves you from redundant data entry tasks, but also augments your contact management strategies.
- 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!Create Person
Creates a new Person.
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