Mojo + Perfit
Update Perfit contacts when Mojo contacts are updated
Keep your contacts in sync between Mojo and Perfit with this streamlined workflow. Whenever you update a contact in the Mojo app, this automation will create or update the corresponding contact in the Perfit app. Say goodbye to manual data entry and ensure consistent contact information across both platforms, saving you time and effort.
Keep your contacts in sync between Mojo and Perfit with this streamlined workflow. Whenever you update a contact in the Mojo app, this automation will create or update the corresponding contact in the Perfit app. Say goodbye to manual data entry and ensure consistent contact information across both platforms, saving you time and effort.
- 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/Update Contact
Add a new contact to a list of your choosing. Can be used to update an existing contact too.
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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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